JPMorgan Large Cap Value Fund Class A (OLVAX) Alternatives
JPMorgan Large Cap Value Fund Class A (OLVAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OLVAX. 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 OLVAX
OLVAX charges 0.93% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among OLVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | OLVAX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | OLVAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | OLVAX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | OLVAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | OLVAX vs TILVX |
Best Risk-Adjusted Alternatives to OLVAX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | OLVAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | OLVAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | OLVAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | OLVAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | OLVAX vs VALAX |
Top Performing OLVAX Alternatives (YTD)
OLVAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | OLVAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | OLVAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | OLVAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | OLVAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | OLVAX vs HFCVX |
Lowest Volatility Alternatives to OLVAX
OLVAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | OLVAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | OLVAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | OLVAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | OLVAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | OLVAX vs ACIIX |
Lowest Drawdown Alternatives to OLVAX
OLVAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | OLVAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | OLVAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | OLVAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | OLVAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | OLVAX vs PSECX |
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 | OLVAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | OLVAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | OLVAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | OLVAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | OLVAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | OLVAX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | OLVAX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | OLVAX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | OLVAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | OLVAX vs VHIAX |
Often Compared With OLVAX
What investors most often compare with OLVAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Strategic Income Fund | Total Bond Market | 93 | -0.89% | Oct 31, 1994 | OLVAX vs FADMX | |
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 77 | 8.28% | Mar 30, 2005 | OLVAX vs SVAIX |
Compare OLVAX with Any Fund or Stock
Compare OLVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.