JPMorgan U.S. GARP Equity Fund (JPGSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JPGSX
JPGSX charges 0.59% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among JPGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | JPGSX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | JPGSX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | JPGSX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | JPGSX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | JPGSX vs TILIX |
Best Risk-Adjusted Alternatives to JPGSX
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 | JPGSX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | Nov 7, 2013 | JPGSX vs FCGSX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 87 | Aug 17, 1999 | JPGSX vs VTMGX | |
| Adams Diversified Equity Fund, Inc. | 85 | Jan 2, 1990 | JPGSX vs ADX | |
| Baron Partners Fund | 84 | Apr 30, 2003 | JPGSX vs BPTRX |
Top Performing JPGSX Alternatives (YTD)
JPGSX 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 | JPGSX vs GQEPX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 2.46% | Aug 17, 1999 | JPGSX vs VTMGX | |
| ICON Equity Fund | 2.04% | Oct 17, 2002 | JPGSX vs IOLZX | |
| American Growth Fund Series One | 1.60% | Jul 31, 1958 | JPGSX vs AMRGX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | JPGSX vs BBLIX |
Lowest Volatility Alternatives to JPGSX
JPGSX 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 | JPGSX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.83% | Dec 29, 2015 | JPGSX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.41% | Sep 28, 2018 | JPGSX vs GQEPX | |
| Guggenheim Directional Allocation Fund | 12.61% | Jun 18, 2012 | JPGSX vs TVRIX | |
| Provident Trust Strategy Fund | 14.60% | Dec 30, 1986 | JPGSX vs PROVX |
Lowest Drawdown Alternatives to JPGSX
JPGSX 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 | JPGSX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.34% | Sep 28, 2018 | JPGSX vs GQEPX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | JPGSX vs TVRIX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | JPGSX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | JPGSX 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 | JPGSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 24 | -8.55% | Feb 28, 1992 | JPGSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 23 | -8.59% | Feb 28, 1992 | JPGSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 24 | -0.51% | Aug 31, 2018 | JPGSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 48 | 1.64% | Jul 2, 1987 | JPGSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 34 | -4.94% | Dec 13, 2013 | JPGSX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 31 | -7.67% | Sep 17, 1993 | JPGSX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 95 | -0.17% | Jun 1, 2014 | JPGSX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 22 | -0.48% | Aug 31, 2018 | JPGSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 34 | -8.66% | Oct 29, 1999 | JPGSX vs VHIAX |
Often Compared With JPGSX
What investors most often compare with JPGSX, 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.