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 95 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 Intermediate Treasury Bond Index Fund | 0.03% | — | — | OGVCX vs FUAMX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | OGVCX vs FNBGX | |
| 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 12. There are 77 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| 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... | 88 | — | Aug 2010 | OGVCX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 86 | 33.50B | Dec 2009 | OGVCX vs VSBSX | |
| Integrity Short Term Government Fund | 84 | — | Jun 2011 | OGVCX vs MDSIX |
Top Performing OGVCX Alternatives (YTD)
OGVCX is at -0.52% YTD. There are 94 mutual funds in the Government Bonds category with higher YTD returns, going as high as 1.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 1.82% | — | Dec 1985 | OGVCX vs FEUGX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.70% | 6.50B | Feb 2015 | OGVCX vs VGIVX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.65% | 6.50B | May 2013 | OGVCX vs VGAVX | |
| Integrity Short Term Government Fund | 1.65% | — | Jun 2011 | OGVCX vs MDSIX | |
| GMO U.S. Treasury Fund | 1.46% | — | Mar 2009 | OGVCX vs GUSTX |
Lowest Volatility Alternatives to OGVCX
OGVCX has 3.77% 1-year volatility. There are 34 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 1.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio | 1.21% | — | May 1987 | OGVCX vs DFFGX | |
| GMO U.S. Treasury Fund | 1.22% | — | Mar 2009 | OGVCX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.27% | — | Aug 2010 | OGVCX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.28% | 33.50B | Dec 2009 | OGVCX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.41% | — | 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 | |
| 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 | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | -0.84% | 33.50B | Dec 2009 | OGVCX vs VSBSX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 20 | 7.96% | — | Nov 2010 | OGVCX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | OGVCX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | OGVCX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | OGVCX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | OGVCX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | OGVCX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | OGVCX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | OGVCX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | OGVCX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | OGVCX vs VHIAX |
Often Compared With OGVCX
Investors most often compare OGVCX with BND, QQQ, PRGMX. These 11 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF | Total Bond Market | 37 | 0.27% | 389.80B | Apr 2007 | OGVCX vs BND | |
| Invesco QQQ ETF | Nasdaq-100 | 73 | 21.30% | 493.99B | Mar 1999 | OGVCX vs QQQ | |
| T. Rowe Price GNMA Fund | Government Bonds | 44 | 0.93% | — | Nov 1985 | OGVCX vs PRGMX | |
| Fidelity SAI Long-Term Treasury Bond Index Fund | Government Bonds | 6 | -0.08% | — | Oct 2015 | OGVCX vs FBLTX | |
| Thornburg Limited Term U.S. Government Fund | Government Bonds | 27 | 0.47% | — | Nov 1987 | OGVCX vs LTUSX | |
| PIMCO GNMA and Government Securities Fund | Government Bonds | 33 | 1.23% | — | Jul 1997 | OGVCX vs PDMIX | |
| Fidelity GNMA Fund | Government Bonds | 41 | 1.09% | — | Nov 1985 | OGVCX vs FGMNX | |
| Vanguard GNMA Fund Admiral Shares | Government Bonds | 34 | 0.83% | 11.00B | Feb 2001 | OGVCX vs VFIJX | |
| American Century Ginnie Mae Fund | Government Bonds | 29 | 0.74% | 343.63M | Sep 1985 | OGVCX vs BGNMX | |
| DWS GNMA Fund | Government Bonds | 31 | 0.21% | — | Jul 2000 | OGVCX vs SGINX | |
| PIMCO Extended Duration Fund | Government Bonds | 6 | 0.05% | — | Aug 2006 | OGVCX vs PEDIX |
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