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 a closer substitute for your current allocation.
Cheapest Alternatives to OLVAX
OLVAX charges 0.93% annually. There are 213 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | OLVAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | OLVAX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | OLVAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | OLVAX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | OLVAX vs TILVX |
Best Risk-Adjusted Alternatives to OLVAX
OLVAX has a PortfoliosLab risk / return rank of 55. There are 223 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | OLVAX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | OLVAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | OLVAX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | OLVAX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | OLVAX vs PKAIX |
Top Performing OLVAX Alternatives (YTD)
OLVAX is at 10.43% YTD. There are 214 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | OLVAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | OLVAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | OLVAX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | OLVAX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | OLVAX vs NFJEX |
Lowest Volatility Alternatives to OLVAX
OLVAX has 12.82% 1-year volatility. There are 259 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | OLVAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | OLVAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | OLVAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | OLVAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | OLVAX vs TMMAX |
Lowest Drawdown Alternatives to OLVAX
OLVAX has a 1-year max drawdown of -9.37%. There are 274 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | OLVAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | OLVAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | OLVAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | OLVAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | OLVAX vs SVAIX |
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 | 10 | 3.92% | — | Nov 2010 | OLVAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 10 | 3.79% | — | Feb 1992 | OLVAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 10 | 3.65% | — | Feb 1994 | OLVAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 20 | 2.63% | — | Aug 2018 | OLVAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 87 | 15.51% | — | Jul 1987 | OLVAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 16 | -0.69% | — | Dec 2013 | OLVAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 88 | 1.48% | — | Jun 2014 | OLVAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 25 | 6.03% | — | Sep 1993 | OLVAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 2.58% | — | Aug 2018 | OLVAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 3.53% | — | Oct 1999 | OLVAX vs VHIAX |
Often Compared With OLVAX
Investors most often compare OLVAX with FADMX, PSECX, TOWFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare OLVAX with Any Fund or Stock
Compare OLVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OLVAX with funds that move differently
JPMorgan Large Cap Value Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OLVAX.
Explore OLVAX Diversifiers