JPMorgan Large Cap Growth Fund Class R5 (JLGRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JLGRX
JLGRX charges 0.54% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among JLGRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | JLGRX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | JLGRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | JLGRX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | JLGRX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | JLGRX vs TILIX |
Best Risk-Adjusted Alternatives to JLGRX
Among mutual funds in the Large Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| One Rock Fund | 91 | Mar 6, 2020 | JLGRX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | Nov 7, 2013 | JLGRX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 87 | Aug 17, 1999 | JLGRX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 85 | Jan 2, 1990 | JLGRX vs ADX | |
| Baron Partners Fund | 84 | Apr 30, 2003 | JLGRX vs BPTRX |
Top Performing JLGRX Alternatives (YTD)
JLGRX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.54% | Sep 28, 2018 | JLGRX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 2.46% | Aug 17, 1999 | JLGRX vs VTMGX | |
| ICON Equity Fund | 2.04% | Oct 17, 2002 | JLGRX vs IOLZX | |
| American Growth Fund Series One | 1.60% | Jul 31, 1958 | JLGRX vs AMRGX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | JLGRX vs BBLIX |
Lowest Volatility Alternatives to JLGRX
JLGRX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 11.01% | Jan 10, 1991 | JLGRX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.83% | Dec 29, 2015 | JLGRX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.41% | Sep 28, 2018 | JLGRX vs GQEPX | |
| Guggenheim Directional Allocation Fund | 12.61% | Jun 18, 2012 | JLGRX vs TVRIX | |
| Provident Trust Strategy Fund | 14.60% | Dec 30, 1986 | JLGRX vs PROVX |
Lowest Drawdown Alternatives to JLGRX
JLGRX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | JLGRX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.34% | Sep 28, 2018 | JLGRX vs GQEPX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | JLGRX vs TVRIX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | JLGRX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | JLGRX vs BBLIX |
Other Mutual Funds from JPMorgan
Most popular JPMorgan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 25 | -8.48% | Nov 30, 2010 | JLGRX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 24 | -8.55% | Feb 28, 1992 | JLGRX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 23 | -8.59% | Feb 28, 1992 | JLGRX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 24 | -0.51% | Aug 31, 2018 | JLGRX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 48 | 1.64% | Jul 2, 1987 | JLGRX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 34 | -4.94% | Dec 13, 2013 | JLGRX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 31 | -7.67% | Sep 17, 1993 | JLGRX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 95 | -0.17% | Jun 1, 2014 | JLGRX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 22 | -0.48% | Aug 31, 2018 | JLGRX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 34 | -8.66% | Oct 29, 1999 | JLGRX vs VHIAX |
Often Compared With JLGRX
What investors most often compare with JLGRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 71 | -7.12% | Dec 31, 1987 | JLGRX vs FBGRX | |
| The Investment Company of America Class R-6 | Large Cap Blend Equities | 62 | -4.81% | Jan 1, 1934 | JLGRX vs RICGX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 8 | -7.53% | Jun 30, 2000 | JLGRX vs GXXIX | |
| Baron Partners Fund Institutional Class | Large Cap Growth Equities | 83 | -5.33% | — | JLGRX vs BPTIX | |
| Rydex S&P 500 Pure Growth Fund | Large Cap Growth Equities | 39 | -0.20% | Feb 20, 2004 | JLGRX vs RYGRX |
Compare JLGRX with Any Fund or Stock
Compare JLGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.