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 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | JLGMX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | JLGMX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JLGMX vs FSPGX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | JLGMX vs VIGAX | |
| 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 6. There are 344 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | JLGMX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | JLGMX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | JLGMX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | JLGMX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | JLGMX vs FZAPX |
Top Performing JLGMX Alternatives (YTD)
JLGMX is at -1.09% YTD. There are 372 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | JLGMX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | JLGMX vs IOLZX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | JLGMX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | JLGMX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | JLGMX vs GTLLX |
Lowest Volatility Alternatives to JLGMX
JLGMX has 19.00% 1-year volatility. There are 306 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 | JLGMX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | JLGMX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | JLGMX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | JLGMX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | JLGMX vs GQEPX |
Lowest Drawdown Alternatives to JLGMX
JLGMX has a 1-year max drawdown of -16.73%. There are 288 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 10 categories.
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