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 367 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | JLGIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | JLGIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JLGIX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | JLGIX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | JLGIX vs TILIX |
Best Risk-Adjusted Alternatives to JLGIX
JLGIX has a PortfoliosLab risk / return rank of 28. There are 113 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | JLGIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | JLGIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | JLGIX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | JLGIX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | JLGIX vs FDSSX |
Top Performing JLGIX Alternatives (YTD)
JLGIX is at 8.95% YTD. There are 76 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | JLGIX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | JLGIX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | JLGIX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | JLGIX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | JLGIX vs VPMCX |
Lowest Volatility Alternatives to JLGIX
JLGIX has 19.75% 1-year volatility. There are 339 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | JLGIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | JLGIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | JLGIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | JLGIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | JLGIX vs GQEPX |
Lowest Drawdown Alternatives to JLGIX
JLGIX has a 1-year max drawdown of -15.73%. There are 235 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