JPMorgan Investor Balanced Fund (OIBFX) 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 OIBFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OIBFX
OIBFX charges 0.32% annually. There are 95 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 | OIBFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | OIBFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | OIBFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | OIBFX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | OIBFX vs FYMIX |
Best Risk-Adjusted Alternatives to OIBFX
OIBFX has a PortfoliosLab risk / return rank of 57. There are 349 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 | OIBFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | OIBFX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | OIBFX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | OIBFX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | OIBFX vs FSRKX |
Top Performing OIBFX Alternatives (YTD)
OIBFX is at 5.37% YTD. There are 365 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | OIBFX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | OIBFX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | OIBFX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | OIBFX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | OIBFX vs DGIFX |
Lowest Volatility Alternatives to OIBFX
OIBFX has 6.79% 1-year volatility. There are 174 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 | OIBFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | OIBFX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | OIBFX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | OIBFX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | OIBFX vs CSTAX |
Lowest Drawdown Alternatives to OIBFX
OIBFX has a 1-year max drawdown of -5.66%. There are 187 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 | OIBFX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | OIBFX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | OIBFX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | OIBFX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | OIBFX vs FSRRX |
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 | OIBFX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | OIBFX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | OIBFX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | OIBFX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | OIBFX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | OIBFX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | OIBFX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | OIBFX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | OIBFX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | OIBFX vs VHIAX |
Often Compared With OIBFX
Investors most often compare OIBFX with NDARX, SPY, BERIX. These 14 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare OIBFX with Any Fund or Stock
Compare OIBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OIBFX with funds that move differently
JPMorgan Investor Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OIBFX.
Explore OIBFX Diversifiers