JPMorgan U.S. GARP Equity Fund (JPGSX) 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 JPGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JPGSX
JPGSX charges 0.59% annually. There are 84 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 | JPGSX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | JPGSX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | JPGSX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | JPGSX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 365.00B | Nov 2000 | JPGSX vs VIGAX |
Best Risk-Adjusted Alternatives to JPGSX
JPGSX has a PortfoliosLab risk / return rank of 44. There are 122 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | JPGSX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | JPGSX vs VPMCX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | JPGSX vs FOCKX | |
| Fidelity OTC Portfolio | 93 | — | Dec 1984 | JPGSX vs FOCPX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | JPGSX vs POGRX |
Top Performing JPGSX Alternatives (YTD)
JPGSX is at 9.84% YTD. There are 185 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.81% | — | Mar 2020 | JPGSX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 32.06% | — | Nov 2000 | JPGSX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | JPGSX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 28.00% | — | Jun 2019 | JPGSX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 27.65% | — | May 2008 | JPGSX vs FOCKX |
Lowest Volatility Alternatives to JPGSX
JPGSX has 15.25% 1-year volatility. There are 168 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | JPGSX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | JPGSX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | JPGSX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.77% | — | Dec 2015 | JPGSX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.88% | — | Apr 2010 | JPGSX vs AWYIX |
Lowest Drawdown Alternatives to JPGSX
JPGSX has a 1-year max drawdown of -14.59%. There are 205 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | JPGSX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | JPGSX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | JPGSX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | JPGSX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | JPGSX vs AQEIX |
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 | 20 | 7.96% | — | Nov 2010 | JPGSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | JPGSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | JPGSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | JPGSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | JPGSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | JPGSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | JPGSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | JPGSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | JPGSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | JPGSX vs VHIAX |
Often Compared With JPGSX
Investors most often compare JPGSX with FDESX, VONG, JEPI. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare JPGSX with Any Fund or Stock
Compare JPGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JPGSX with funds that move differently
JPMorgan U.S. GARP Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JPGSX.
Explore JPGSX Diversifiers