JPMorgan Value Advantage Fund (JVASX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JVASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JVASX
JVASX charges 0.79% annually. There are 164 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | JVASX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | JVASX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | JVASX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | JVASX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | JVASX vs VVIAX |
Best Risk-Adjusted Alternatives to JVASX
JVASX has a PortfoliosLab risk / return rank of 56. There are 220 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | JVASX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | JVASX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | JVASX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | JVASX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | JVASX vs PKAIX |
Top Performing JVASX Alternatives (YTD)
JVASX is at 12.01% YTD. There are 158 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | JVASX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | JVASX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | JVASX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | JVASX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | JVASX vs NFJEX |
Lowest Volatility Alternatives to JVASX
JVASX has 11.42% 1-year volatility. There are 175 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | JVASX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | JVASX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | JVASX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | JVASX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | JVASX vs TWEIX |
Lowest Drawdown Alternatives to JVASX
JVASX has a 1-year max drawdown of -8.04%. There are 229 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | JVASX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | JVASX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | JVASX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | JVASX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | JVASX vs SVAIX |
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 | 10 | 3.92% | — | Nov 2010 | JVASX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 10 | 3.79% | — | Feb 1992 | JVASX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 10 | 3.65% | — | Feb 1994 | JVASX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 20 | 2.63% | — | Aug 2018 | JVASX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 87 | 15.51% | — | Jul 1987 | JVASX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 16 | -0.69% | — | Dec 2013 | JVASX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 88 | 1.48% | — | Jun 2014 | JVASX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 25 | 6.03% | — | Sep 1993 | JVASX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 2.58% | — | Aug 2018 | JVASX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 3.53% | — | Oct 1999 | JVASX vs VHIAX |
Often Compared With JVASX
Investors most often compare JVASX with SPY, RBCGX, VOO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare JVASX with Any Fund or Stock
Compare JVASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JVASX with funds that move differently
JPMorgan Value Advantage Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JVASX.
Explore JVASX Diversifiers