JPMorgan Large Cap Growth Fund Class R6 (JLGMX) 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 JLGMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JLGMX
JLGMX charges 0.44% annually. There are 47 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 | JLGMX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | JLGMX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JLGMX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JLGMX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | JLGMX vs VRGWX |
Best Risk-Adjusted Alternatives to JLGMX
JLGMX has a PortfoliosLab risk / return rank of 12. There are 292 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | JLGMX vs VPMCX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | JLGMX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | JLGMX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | JLGMX vs ONERX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | JLGMX vs VHCAX |
Top Performing JLGMX Alternatives (YTD)
JLGMX is at 4.73% YTD. There are 282 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | JLGMX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.14% | — | Feb 2004 | JLGMX vs RYGRX | |
| ICON Equity Fund | 27.60% | — | Oct 2002 | JLGMX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | JLGMX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.21% | — | Jan 2007 | JLGMX vs CHAIX |
Lowest Volatility Alternatives to JLGMX
JLGMX has 17.69% 1-year volatility. There are 277 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.87% | — | Sep 2019 | JLGMX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.70% | — | Jan 2005 | JLGMX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | JLGMX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.19% | — | Apr 2010 | JLGMX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | JLGMX vs GQEPX |
Lowest Drawdown Alternatives to JLGMX
JLGMX has a 1-year max drawdown of -16.73%. There are 287 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 | JLGMX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JLGMX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JLGMX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JLGMX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JLGMX vs DNVYX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include SEEGX, OLGAX, JEPIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.58% | — | Feb 1992 | JLGMX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 4.46% | — | Feb 1994 | JLGMX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 2.85% | — | Aug 2018 | JLGMX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 84 | 15.02% | — | Jul 1987 | JLGMX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -1.06% | — | Dec 2013 | JLGMX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.48% | — | Jun 2014 | JLGMX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 24 | 5.58% | — | Sep 1993 | JLGMX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.80% | — | Aug 2018 | JLGMX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 13 | 4.07% | — | Oct 1999 | JLGMX vs VHIAX | |
| JPMorgan Equity Income Fund | Large Cap Value Equities | 83 | 14.88% | — | Jul 1987 | JLGMX vs HLIEX |
Often Compared With JLGMX
Investors most often compare JLGMX with FXAIX, SPY, VOO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare JLGMX with Any Fund or Stock
Compare JLGMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JLGMX with funds that move differently
JPMorgan Large Cap Growth Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JLGMX.
Explore JLGMX Diversifiers