JPMorgan Investor Balanced A (OGIAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OGIAX
OGIAX charges 0.97% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among OGIAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | OGIAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | OGIAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | OGIAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | OGIAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | OGIAX vs BWBIX |
Best Risk-Adjusted Alternatives to OGIAX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | OGIAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | OGIAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | OGIAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | OGIAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | OGIAX vs PMAIX |
Top Performing OGIAX Alternatives (YTD)
OGIAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | OGIAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | OGIAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | OGIAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | OGIAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | OGIAX vs CONWX |
Lowest Volatility Alternatives to OGIAX
OGIAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | OGIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | OGIAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | OGIAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | OGIAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | OGIAX vs SICIX |
Lowest Drawdown Alternatives to OGIAX
OGIAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | OGIAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | OGIAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | OGIAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | OGIAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | OGIAX vs SICIX |
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 | OGIAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | OGIAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | OGIAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | OGIAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | OGIAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | OGIAX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | OGIAX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | OGIAX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | OGIAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | OGIAX vs VHIAX |
Often Compared With OGIAX
What investors most often compare with OGIAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | OGIAX vs VOO | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | OGIAX vs SCHD | |
| Fidelity Asset Manager 50% Fund | Diversified Portfolio | 75 | -2.02% | Dec 28, 1988 | OGIAX vs FASMX | |
| Vanguard Wellesley Income Fund Investor Shares | Diversified Portfolio | 68 | -0.45% | Jul 1, 1970 | OGIAX vs VWINX | |
| Vanguard Balanced Index Fund Admiral Shares | Diversified Portfolio | 59 | -4.19% | Nov 13, 2000 | OGIAX vs VBIAX | |
| Vanguard Target Retirement 2040 Fund | Target Retirement Date, Diversified Portfolio | 71 | -3.32% | Jun 7, 2006 | OGIAX vs VFORX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | OGIAX vs SPY | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | OGIAX vs TPDAX |
Compare OGIAX with Any Fund or Stock
Compare OGIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.