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 131 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JLGQX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | JLGQX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | 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 12. There are 270 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 | JLGQX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | JLGQX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | JLGQX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | JLGQX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | JLGQX vs CHASX |
Top Performing JLGQX Alternatives (YTD)
JLGQX is at 3.41% YTD. There are 228 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | JLGQX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | JLGQX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | JLGQX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | JLGQX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | JLGQX vs FTQGX |
Lowest Volatility Alternatives to JLGQX
JLGQX has 16.93% 1-year volatility. There are 215 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | JLGQX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | JLGQX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | JLGQX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | JLGQX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | JLGQX vs BLUEX |
Lowest Drawdown Alternatives to JLGQX
JLGQX has a 1-year max drawdown of -16.82%. There are 294 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 | 3.53% | — | Nov 2010 | JLGQX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 11 | 3.40% | — | Feb 1992 | JLGQX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.28% | — | Feb 1994 | JLGQX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 12 | 0.39% | — | Aug 2018 | JLGQX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 72 | 12.33% | — | Jul 1987 | JLGQX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -1.71% | — | Dec 2013 | JLGQX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 76 | 0.99% | — | Jun 2014 | JLGQX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 3.06% | — | Sep 1993 | JLGQX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 12 | 0.35% | — | Aug 2018 | JLGQX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 2.06% | — | Oct 1999 | JLGQX vs VHIAX |
Often Compared With JLGQX
Investors most often compare JLGQX with VFIAX, VUG, SCHX. 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