JPMorgan Investor Growth & Income Fund (ONGFX) Alternatives
JPMorgan Investor Growth & Income Fund (ONGFX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ONGFX. 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 ONGFX
ONGFX charges 0.32% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ONGFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ONGFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ONGFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ONGFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ONGFX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | ONGFX vs FYMIX |
Best Risk-Adjusted Alternatives to ONGFX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | ONGFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ONGFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ONGFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ONGFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ONGFX vs PMAIX |
Top Performing ONGFX Alternatives (YTD)
ONGFX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | ONGFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ONGFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ONGFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ONGFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ONGFX vs CONWX |
Lowest Volatility Alternatives to ONGFX
ONGFX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | ONGFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ONGFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ONGFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ONGFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ONGFX vs SICIX |
Lowest Drawdown Alternatives to ONGFX
ONGFX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | ONGFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ONGFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ONGFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ONGFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ONGFX vs SICIX |
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 | ONGFX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | ONGFX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | ONGFX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | ONGFX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | ONGFX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | ONGFX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | ONGFX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | ONGFX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | ONGFX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | ONGFX vs VHIAX |
Often Compared With ONGFX
What investors most often compare with ONGFX, based on PortfoliosLab usage data.
Compare ONGFX with Any Fund or Stock
Compare ONGFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.