JPMorgan Value Advantage Fund (JVASX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JVASX
JVASX charges 0.79% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among JVASX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | JVASX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | JVASX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | JVASX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | JVASX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | JVASX vs VVIAX |
Best Risk-Adjusted Alternatives to JVASX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | JVASX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | JVASX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | JVASX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | JVASX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | JVASX vs VALAX |
Top Performing JVASX Alternatives (YTD)
JVASX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | JVASX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | JVASX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | JVASX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | JVASX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | JVASX vs HFCVX |
Lowest Volatility Alternatives to JVASX
JVASX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | JVASX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | JVASX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | JVASX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | JVASX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | JVASX vs ACIIX |
Lowest Drawdown Alternatives to JVASX
JVASX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | JVASX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | JVASX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | JVASX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | JVASX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | JVASX vs PSECX |
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 | 18 | -11.56% | Nov 30, 2010 | JVASX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | JVASX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | JVASX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | JVASX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | JVASX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | JVASX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | JVASX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | JVASX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | JVASX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | JVASX vs VHIAX |
Often Compared With JVASX
What investors most often compare with JVASX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | JVASX vs SPY | |
| Reynolds Blue Chip Growth Fund | Large Cap Growth Equities | 22 | -9.03% | Aug 12, 1988 | JVASX vs RBCGX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | JVASX vs VOO | |
| Vanguard 500 Index Fund Admiral Shares | Large Cap Blend Equities | 46 | -7.06% | Nov 13, 2000 | JVASX vs VFIAX | |
| Janus Henderson Enterprise Fund | Mid Cap Growth Equities | 9 | -8.45% | Sep 1, 1992 | JVASX vs JANEX | |
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | JVASX vs VTV | |
| American Funds Investment Company of America Class... | Large Cap Blend Equities | 48 | -7.68% | Jan 1, 1934 | JVASX vs AIVSX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 69 | 1.65% | Nov 8, 2012 | JVASX vs CDDYX | |
| T. Rowe Price New Horizons Fund | Mid Cap Growth Equities | 16 | -5.34% | Jun 3, 1960 | JVASX vs PRNHX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | JVASX vs TILVX |
Compare JVASX with Any Fund or Stock
Compare JVASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.