JPMorgan Investor Balanced A (OGIAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OGIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OGIAX
OGIAX charges 0.97% annually. There are 395 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | OGIAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | OGIAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | OGIAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | OGIAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | OGIAX vs BWBIX |
Best Risk-Adjusted Alternatives to OGIAX
OGIAX has a PortfoliosLab risk / return rank of 49. There are 387 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | OGIAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | OGIAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | OGIAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | OGIAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | OGIAX vs FSRRX |
Top Performing OGIAX Alternatives (YTD)
OGIAX is at 4.20% YTD. There are 420 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | OGIAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | OGIAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | OGIAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | OGIAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | OGIAX vs BRUFX |
Lowest Volatility Alternatives to OGIAX
OGIAX has 7.49% 1-year volatility. There are 189 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | OGIAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | OGIAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | OGIAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | OGIAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | OGIAX vs CSTAX |
Lowest Drawdown Alternatives to OGIAX
OGIAX has a 1-year max drawdown of -5.62%. There are 182 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | OGIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | OGIAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | OGIAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | OGIAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | OGIAX vs CSTAX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 10 categories.
Often Compared With OGIAX
Investors most often compare OGIAX with VOO, FASMX, SCHD. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare OGIAX with Any Fund or Stock
Compare OGIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OGIAX with funds that move differently
JPMorgan Investor Balanced A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OGIAX.
Explore OGIAX Diversifiers