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 132 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% | 4.94B | Dec 2017 | JLGQX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JLGQX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JLGQX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | JLGQX vs TILIX |
Best Risk-Adjusted Alternatives to JLGQX
JLGQX has a PortfoliosLab risk / return rank of 11. There are 307 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | JLGQX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | JLGQX vs ONERX | |
| Chase Growth Fund | 89 | — | Dec 1997 | JLGQX vs CHASX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | JLGQX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | JLGQX vs FOCKX |
Top Performing JLGQX Alternatives (YTD)
JLGQX is at 4.38% YTD. There are 294 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 | JLGQX vs ONERX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | JLGQX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | JLGQX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.15% | — | Jan 2007 | JLGQX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.01% | — | Feb 2017 | JLGQX vs FUMIX |
Lowest Volatility Alternatives to JLGQX
JLGQX has 17.90% 1-year volatility. There are 283 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | JLGQX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | JLGQX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.06% | — | Dec 2015 | JLGQX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | JLGQX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | JLGQX vs GQEPX |
Lowest Drawdown Alternatives to JLGQX
JLGQX has a 1-year max drawdown of -16.82%. There are 293 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 | JLGQX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JLGQX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JLGQX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JLGQX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | JLGQX vs DNVYX |
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 | 12 | 4.51% | — | Nov 2010 | JLGQX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.36% | — | Feb 1992 | JLGQX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 4.23% | — | Feb 1994 | JLGQX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 2.56% | — | Aug 2018 | JLGQX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 83 | 14.90% | — | Jul 1987 | JLGQX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.97% | — | Dec 2013 | JLGQX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 87 | 1.48% | — | Jun 2014 | JLGQX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 24 | 5.77% | — | Sep 1993 | JLGQX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.50% | — | Aug 2018 | JLGQX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 3.58% | — | Oct 1999 | JLGQX vs VHIAX |
Often Compared With JLGQX
Investors most often compare JLGQX with VFIAX, VUG, DAGVX. These 20 comparison targets span 12 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