JPMorgan Short Duration Bond A (OGLVX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OGLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OGLVX
OGLVX charges 0.59% annually. There are 76 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | OGLVX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | OGLVX vs VISTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | OGLVX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | OGLVX vs SWSBX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.06% | 51.90B | Nov 2010 | OGLVX vs VSCSX |
Best Risk-Adjusted Alternatives to OGLVX
OGLVX has a PortfoliosLab risk / return rank of 71. There are 87 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | OGLVX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | OGLVX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | OGLVX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | OGLVX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | OGLVX vs DLDFX |
Top Performing OGLVX Alternatives (YTD)
OGLVX is at 0.32% YTD. There are 110 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.09% | — | Apr 2011 | OGLVX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | OGLVX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.50% | — | Jul 2016 | OGLVX vs DHEIX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | OGLVX vs DFAIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | 2.33% | — | Nov 2003 | OGLVX vs SNSAX |
Lowest Volatility Alternatives to OGLVX
OGLVX has 1.53% 1-year volatility. There are 24 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.72% | — | Jun 1996 | OGLVX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | OGLVX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | OGLVX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | OGLVX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | OGLVX vs DHEAX |
Lowest Drawdown Alternatives to OGLVX
OGLVX has a 1-year max drawdown of -1.10%. There are 36 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | OGLVX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | OGLVX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | OGLVX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | OGLVX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | OGLVX vs DHEIX |
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 OGLVX
Investors most often compare OGLVX with HOBEX, DBLSX, VBISX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Holbrook Income Fund | Short-Term Bond | 98 | 1.98% | — | Jul 2016 | OGLVX vs HOBEX | |
| DoubleLine Low Duration Bond Fund | Short-Term Bond | 98 | 1.45% | — | Sep 2011 | OGLVX vs DBLSX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 53 | 0.10% | — | Mar 1994 | OGLVX vs VBISX | |
| TIAA-CREF Short-Term Bond Index Fund | Short-Term Bond | 85 | 0.63% | — | Aug 2015 | OGLVX vs TNSHX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 98 | 2.11% | — | Sep 2015 | OGLVX vs BATAX | |
| DoubleLine Low Duration Bond Fund Class N | Short-Term Bond | 97 | 1.32% | — | Sep 2011 | OGLVX vs DLSNX |
Compare OGLVX with Any Fund or Stock
Compare OGLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OGLVX with funds that move differently
JPMorgan Short Duration Bond A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OGLVX.
Explore OGLVX Diversifiers