JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JLPSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JLPSX
JLPSX charges 1.45% annually. There are 366 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | JLPSX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | JLPSX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | JLPSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | JLPSX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | JLPSX vs WBREOX |
Best Risk-Adjusted Alternatives to JLPSX
JLPSX has a PortfoliosLab risk / return rank of 38. There are 313 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | JLPSX vs SVPFX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 95 | — | Feb 2004 | JLPSX vs GTLOX | |
| Davis New York Venture Fund | 95 | — | Feb 1969 | JLPSX vs NYVTX | |
| Vanguard PRIMECAP Core Fund | 94 | 18.10B | Dec 2004 | JLPSX vs VPCCX | |
| Pin Oak Equity | 94 | — | Aug 1992 | JLPSX vs POGSX |
Top Performing JLPSX Alternatives (YTD)
JLPSX is at 8.80% YTD. There are 318 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 25.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 25.49% | 18.10B | Dec 2004 | JLPSX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.38% | — | Dec 2018 | JLPSX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 23.81% | — | Nov 2004 | JLPSX vs POGRX | |
| Integrity ESG Growth & Income Fund | 23.36% | — | Jan 1995 | JLPSX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.30% | — | Dec 2015 | JLPSX vs RESGX |
Lowest Volatility Alternatives to JLPSX
JLPSX has 13.65% 1-year volatility. There are 289 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | JLPSX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.18% | — | Jul 2012 | JLPSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.20% | — | Jul 2012 | JLPSX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.82% | — | Aug 2018 | JLPSX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.31% | — | Feb 2012 | JLPSX vs SILVX |
Lowest Drawdown Alternatives to JLPSX
JLPSX has a 1-year max drawdown of -11.06%. There are 324 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | JLPSX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | JLPSX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | JLPSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | JLPSX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | JLPSX vs AMFEX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 9 | 0.66% | — | Nov 2010 | JLPSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 9 | 0.51% | — | Feb 1992 | JLPSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 9 | 0.37% | — | Feb 1994 | JLPSX vs OLGAX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 94 | 17.84% | — | Jul 1987 | JLPSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Equity Hedged | 25 | 0.22% | — | Dec 2013 | JLPSX vs JHEQX | |
| JPMorgan Income Fund Class I | Multisector Bonds, Investment Grade Bonds, High Yield Bonds, Actively Managed | 73 | 1.24% | — | Jun 2014 | JLPSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 26 | 5.55% | — | Sep 1993 | JLPSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 34 | 4.84% | — | Aug 2018 | JLPSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 11 | 0.82% | — | Oct 1999 | JLPSX vs VHIAX | |
| JPMorgan Equity Income Fund | Dividend, Large Cap Value Equities | 93 | 17.67% | — | Jul 1987 | JLPSX vs HLIEX |
Often Compared With JLPSX
Investors most often compare JLPSX with FSPGX, SWPPX, VOO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare JLPSX with Any Fund or Stock
Compare JLPSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JLPSX with funds that move differently
JPMorgan U.S. Large Cap Core Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JLPSX.
Explore JLPSX Diversifiers