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 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | OLGAX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | OLGAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | OLGAX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | OLGAX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | OLGAX vs TILIX |
Best Risk-Adjusted Alternatives to OLGAX
OLGAX has a PortfoliosLab risk / return rank of 17. There are 259 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | OLGAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | OLGAX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | OLGAX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | OLGAX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | OLGAX vs FOCPX |
Top Performing OLGAX Alternatives (YTD)
OLGAX is at 6.37% YTD. There are 199 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | OLGAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | OLGAX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | OLGAX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | OLGAX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | OLGAX vs POGRX |
Lowest Volatility Alternatives to OLGAX
OLGAX has 16.70% 1-year volatility. There are 206 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | OLGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | OLGAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | OLGAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | OLGAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | OLGAX vs GQEPX |
Lowest Drawdown Alternatives to OLGAX
OLGAX has a 1-year max drawdown of -16.92%. There are 297 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 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 18 | 6.63% | — | Nov 2010 | OLGAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 6.49% | — | Feb 1992 | OLGAX vs SEEGX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 15 | 0.90% | — | Aug 2018 | OLGAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 80 | 13.03% | — | Jul 1987 | OLGAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 13 | -1.68% | — | Dec 2013 | OLGAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 78 | 0.99% | — | Jun 2014 | OLGAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 28 | 4.58% | — | Sep 1993 | OLGAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 14 | 0.86% | — | Aug 2018 | OLGAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 15 | 3.79% | — | Oct 1999 | OLGAX vs VHIAX | |
| JPMorgan Core Bond Fund | Intermediate Core Bond | 18 | 0.25% | — | May 1991 | OLGAX vs WOBDX |
Often Compared With OLGAX
Investors most often compare OLGAX with VOO, JGRO, SCHG. These 20 comparison targets span 12 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