JPMorgan Investor Growth Fund Class A (ONGAX) 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 ONGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ONGAX
ONGAX charges 0.97% annually. There are 283 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 | ONGAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | ONGAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | ONGAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | ONGAX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | ONGAX vs VIGAX |
Best Risk-Adjusted Alternatives to ONGAX
ONGAX has a PortfoliosLab risk / return rank of 40. There are 81 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | ONGAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | ONGAX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | ONGAX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | ONGAX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | ONGAX vs CHASX |
Top Performing ONGAX Alternatives (YTD)
ONGAX is at 6.90% YTD. There are 135 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | ONGAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | ONGAX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | ONGAX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | ONGAX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | ONGAX vs FUMIX |
Lowest Volatility Alternatives to ONGAX
ONGAX has 11.81% 1-year volatility. There are 9 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | ONGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | ONGAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | ONGAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | ONGAX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | ONGAX vs BLUEX |
Lowest Drawdown Alternatives to ONGAX
ONGAX has a 1-year max drawdown of -8.75%. There are 10 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 | ONGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | ONGAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | ONGAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | ONGAX vs MRFOX | |
| Voya Corporate Leaders 100 Fund Class A | -7.77% | — | Jun 2008 | ONGAX vs VYCAX |
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 | 12 | 3.47% | — | Nov 2010 | ONGAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 3.34% | — | Feb 1992 | ONGAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.23% | — | Feb 1994 | ONGAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 14 | 0.83% | — | Aug 2018 | ONGAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 77 | 12.37% | — | Jul 1987 | ONGAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.65% | — | Dec 2013 | ONGAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 82 | 1.11% | — | Jun 2014 | ONGAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 2.87% | — | Sep 1993 | ONGAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 13 | 0.72% | — | Aug 2018 | ONGAX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 1.86% | — | Oct 1999 | ONGAX vs VHIAX |
Often Compared With ONGAX
Investors most often compare ONGAX with FXAIX, FCGSX, BPTIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ONGAX with Any Fund or Stock
Compare ONGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ONGAX with funds that move differently
JPMorgan Investor Growth Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ONGAX.
Explore ONGAX Diversifiers