JPMorgan Investor Balanced Fund (OIBFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OIBFX
OIBFX charges 0.32% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among OIBFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | OIBFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | OIBFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | OIBFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | OIBFX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | OIBFX vs FYMIX |
Best Risk-Adjusted Alternatives to OIBFX
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 | OIBFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | OIBFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | OIBFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | OIBFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | OIBFX vs PMAIX |
Top Performing OIBFX Alternatives (YTD)
OIBFX 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 | OIBFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | OIBFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | OIBFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | OIBFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | OIBFX vs CONWX |
Lowest Volatility Alternatives to OIBFX
OIBFX 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 | OIBFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | OIBFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | OIBFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | OIBFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | OIBFX vs SICIX |
Lowest Drawdown Alternatives to OIBFX
OIBFX 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 | OIBFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | OIBFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | OIBFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | OIBFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | OIBFX 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 | OIBFX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | OIBFX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | OIBFX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | OIBFX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | OIBFX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | OIBFX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | OIBFX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | OIBFX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | OIBFX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | OIBFX vs VHIAX |
Often Compared With OIBFX
What investors most often compare with OIBFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Funds Retirement Income Portfolio - Enhan... | Diversified Portfolio | 74 | -2.18% | Aug 27, 2015 | OIBFX vs NDARX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | OIBFX vs SPY | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | OIBFX vs TPDAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | OIBFX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | OIBFX vs WWWEX |
Compare OIBFX with Any Fund or Stock
Compare OIBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.