JPMorgan Large Cap Growth R4 (JLGQX) 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 JLGQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JLGQX
JLGQX charges 0.69% annually. There are 135 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 | JLGQX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | JLGQX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JLGQX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | JLGQX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | JLGQX vs TILIX |
Best Risk-Adjusted Alternatives to JLGQX
JLGQX has a PortfoliosLab risk / return rank of 19. There are 292 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 99 | — | Aug 2014 | JLGQX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | JLGQX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | JLGQX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | JLGQX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | JLGQX vs POGRX |
Top Performing JLGQX Alternatives (YTD)
JLGQX is at 7.86% YTD. There are 258 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | JLGQX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | JLGQX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 30.14% | — | Feb 2004 | JLGQX vs RYGRX | |
| ICON Equity Fund | 28.15% | — | Oct 2002 | JLGQX vs IOLZX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | JLGQX vs FOKFX |
Lowest Volatility Alternatives to JLGQX
JLGQX has 15.60% 1-year volatility. There are 199 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.86% | — | Sep 2019 | JLGQX vs BBLIX | |
| Emerald Insights Fund | 9.27% | — | Aug 2014 | JLGQX vs EFCNX | |
| Meridian Enhanced Equity Fund | 9.35% | — | Jan 2005 | JLGQX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | JLGQX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | JLGQX vs AWYIX |
Lowest Drawdown Alternatives to JLGQX
JLGQX has a 1-year max drawdown of -16.82%. There are 299 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | JLGQX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | JLGQX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JLGQX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | JLGQX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JLGQX vs AQEIX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 20 | 7.96% | — | Nov 2010 | JLGQX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | JLGQX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | JLGQX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | JLGQX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | JLGQX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | JLGQX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | JLGQX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | JLGQX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | JLGQX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | JLGQX vs VHIAX |
Often Compared With JLGQX
Investors most often compare JLGQX with VFIAX, VUG, SCHX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare JLGQX with Any Fund or Stock
Compare JLGQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JLGQX with funds that move differently
JPMorgan Large Cap Growth R4 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JLGQX.
Explore JLGQX Diversifiers