JAG Large Cap Growth Fund (JLGIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JLGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JLGIX
JLGIX charges 1.26% annually. There are 364 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | JLGIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JLGIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | JLGIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JLGIX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | JLGIX vs VIGAX |
Best Risk-Adjusted Alternatives to JLGIX
JLGIX has a PortfoliosLab risk / return rank of 30. There are 145 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | JLGIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | JLGIX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | JLGIX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | JLGIX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | JLGIX vs FOCPX |
Top Performing JLGIX Alternatives (YTD)
JLGIX is at 14.40% YTD. There are 73 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | JLGIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | JLGIX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | JLGIX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | JLGIX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | JLGIX vs POGRX |
Lowest Volatility Alternatives to JLGIX
JLGIX has 18.81% 1-year volatility. There are 335 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | JLGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | JLGIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | JLGIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | JLGIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | JLGIX vs GQEPX |
Lowest Drawdown Alternatives to JLGIX
JLGIX has a 1-year max drawdown of -15.73%. There are 234 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | JLGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JLGIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JLGIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JLGIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JLGIX vs DNVYX |
Often Compared With JLGIX
Investors most often compare JLGIX with VFIAX, JLGMX, FLCNX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare JLGIX with Any Fund or Stock
Compare JLGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JLGIX with funds that move differently
JAG Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JLGIX.
Explore JLGIX Diversifiers