JPMorgan Government Bond Fund Class C (OGVCX) belongs to the Government Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OGVCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OGVCX
OGVCX charges 1.39% annually. There are 94 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | — | Mar 2009 | OGVCX vs GUSTX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | OGVCX vs FNBGX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | Dec 2005 | OGVCX vs FUAMX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | OGVCX vs FUMBX | |
| Fidelity SAI U.S. Treasury Bond Index Fund | 0.03% | — | Mar 2016 | OGVCX vs FUTBX |
Best Risk-Adjusted Alternatives to OGVCX
OGVCX has a PortfoliosLab risk / return rank of 8. There are 80 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio | 99 | 1.81B | May 1987 | OGVCX vs DFFGX | |
| Federated Hermes Adjustable Rate Fund | 99 | — | Dec 1985 | OGVCX vs FEUGX | |
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | OGVCX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 93 | — | Aug 2010 | OGVCX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 92 | 33.80B | Dec 2009 | OGVCX vs VSBSX |
Top Performing OGVCX Alternatives (YTD)
OGVCX is at -1.61% YTD. There are 80 mutual funds in the Government Bonds category with higher YTD returns, going as high as 1.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 1.94% | — | Dec 1985 | OGVCX vs FEUGX | |
| DFA Short-Term Government Portfolio | 1.79% | 1.81B | May 1987 | OGVCX vs DFFGX | |
| Integrity Short Term Government Fund | 1.60% | — | Jun 2011 | OGVCX vs MDSIX | |
| GMO U.S. Treasury Fund | 1.59% | — | Mar 2009 | OGVCX vs GUSTX | |
| Davis Government Bond Fund | 0.94% | — | Nov 1994 | OGVCX vs RFBAX |
Lowest Volatility Alternatives to OGVCX
OGVCX has 3.66% 1-year volatility. There are 39 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 0.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio | 0.81% | 1.81B | May 1987 | OGVCX vs DFFGX | |
| GMO U.S. Treasury Fund | 1.27% | — | Mar 2009 | OGVCX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.30% | — | Aug 2010 | OGVCX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.30% | 33.80B | Dec 2009 | OGVCX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.37% | — | Dec 1985 | OGVCX vs FEUGX |
Lowest Drawdown Alternatives to OGVCX
OGVCX has a 1-year max drawdown of -3.39%. There are 71 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | — | Mar 2009 | OGVCX vs GUSTX | |
| DFA Short-Term Government Portfolio | -0.30% | 1.81B | May 1987 | OGVCX vs DFFGX | |
| Federated Hermes Adjustable Rate Fund | -0.32% | — | Dec 1985 | OGVCX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | — | Nov 1994 | OGVCX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | — | Aug 2010 | OGVCX vs VSBIX |
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 OGVCX
Investors most often compare OGVCX with BND, PRGMX, QQQ. These 14 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OGVCX with Any Fund or Stock
Compare OGVCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OGVCX with funds that move differently
JPMorgan Government Bond Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OGVCX.
Explore OGVCX Diversifiers