JPMorgan Large Cap Growth Fund Class R5 (JLGRX) 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 JLGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JLGRX
JLGRX charges 0.54% annually. There are 67 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 | JLGRX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | JLGRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JLGRX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | JLGRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | JLGRX vs VIGAX |
Best Risk-Adjusted Alternatives to JLGRX
JLGRX has a PortfoliosLab risk / return rank of 13. There are 268 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | JLGRX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | JLGRX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | JLGRX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | JLGRX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | JLGRX vs CHASX |
Top Performing JLGRX Alternatives (YTD)
JLGRX is at 3.42% YTD. There are 229 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | JLGRX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | JLGRX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | JLGRX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | JLGRX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | JLGRX vs FUMIX |
Lowest Volatility Alternatives to JLGRX
JLGRX has 16.88% 1-year volatility. There are 219 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | JLGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | JLGRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | JLGRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | JLGRX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | JLGRX vs BLUEX |
Lowest Drawdown Alternatives to JLGRX
JLGRX has a 1-year max drawdown of -16.77%. There are 297 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 | JLGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JLGRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JLGRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | JLGRX vs MRFOX | |
| Voya Corporate Leaders 100 Fund Class A | -7.77% | — | Jun 2008 | JLGRX vs VYCAX |
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 | 3.47% | — | Nov 2010 | JLGRX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 3.34% | — | Feb 1992 | JLGRX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.23% | — | Feb 1994 | JLGRX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 14 | 0.83% | — | Aug 2018 | JLGRX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 77 | 12.37% | — | Jul 1987 | JLGRX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.65% | — | Dec 2013 | JLGRX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 82 | 1.11% | — | Jun 2014 | JLGRX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 2.87% | — | Sep 1993 | JLGRX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 13 | 0.72% | — | Aug 2018 | JLGRX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 1.86% | — | Oct 1999 | JLGRX vs VHIAX |
Often Compared With JLGRX
Investors most often compare JLGRX with GXXIX, FBGRX, BPTIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare JLGRX with Any Fund or Stock
Compare JLGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JLGRX with funds that move differently
JPMorgan Large Cap Growth Fund Class R5 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JLGRX.
Explore JLGRX Diversifiers