JPMorgan Large Cap Growth Fund Class A (OLGAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OLGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OLGAX
OLGAX charges 0.94% annually. There are 263 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | OLGAX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | OLGAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | OLGAX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | OLGAX vs TILIX | |
| Vanguard Mega Cap Growth Index Fund Institutional ... | 0.05% | — | Apr 2008 | OLGAX vs VMGAX |
Best Risk-Adjusted Alternatives to OLGAX
OLGAX has a PortfoliosLab risk / return rank of 6. There are 354 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | OLGAX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | OLGAX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | OLGAX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | OLGAX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | OLGAX vs FZAPX |
Top Performing OLGAX Alternatives (YTD)
OLGAX is at -1.37% YTD. There are 376 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | OLGAX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | OLGAX vs IOLZX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | OLGAX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | OLGAX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | OLGAX vs GTLLX |
Lowest Volatility Alternatives to OLGAX
OLGAX has 19.00% 1-year volatility. There are 306 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | OLGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | OLGAX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | OLGAX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | OLGAX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | OLGAX vs GQEPX |
Lowest Drawdown Alternatives to OLGAX
OLGAX has a 1-year max drawdown of -16.92%. There are 298 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | OLGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | OLGAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | OLGAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | OLGAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | OLGAX vs DNVYX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, JEPIX and span 10 categories.
Often Compared With OLGAX
Investors most often compare OLGAX with VOO, JGRO, SCHG. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare OLGAX with Any Fund or Stock
Compare OLGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OLGAX with funds that move differently
JPMorgan Large Cap Growth Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OLGAX.
Explore OLGAX Diversifiers