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 a closer substitute for your current allocation.
Cheapest Alternatives to ONGFX
ONGFX charges 0.32% annually. There are 98 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | ONGFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ONGFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ONGFX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | ONGFX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ONGFX vs BWBIX |
Best Risk-Adjusted Alternatives to ONGFX
ONGFX has a PortfoliosLab risk / return rank of 46. There are 396 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | ONGFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | ONGFX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ONGFX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | ONGFX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | ONGFX vs AOBLX |
Top Performing ONGFX Alternatives (YTD)
ONGFX is at 6.92% YTD. There are 261 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | ONGFX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | ONGFX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | ONGFX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | ONGFX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | ONGFX vs TIBIX |
Lowest Volatility Alternatives to ONGFX
ONGFX has 9.19% 1-year volatility. There are 332 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | ONGFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | ONGFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | ONGFX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ONGFX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | ONGFX vs CSTAX |
Lowest Drawdown Alternatives to ONGFX
ONGFX has a 1-year max drawdown of -6.84%. There are 334 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | ONGFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ONGFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ONGFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ONGFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ONGFX vs CSTAX |
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 | 13 | 5.06% | — | Nov 2010 | ONGFX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.91% | — | Feb 1992 | ONGFX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 12 | 4.78% | — | Feb 1994 | ONGFX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 3.00% | — | Aug 2018 | ONGFX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 82 | 15.35% | — | Jul 1987 | ONGFX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.75% | — | Dec 2013 | ONGFX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.48% | — | Jun 2014 | ONGFX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 23 | 6.03% | — | Sep 1993 | ONGFX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.94% | — | Aug 2018 | ONGFX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 13 | 4.07% | — | Oct 1999 | ONGFX vs VHIAX |
Often Compared With ONGFX
Investors most often compare ONGFX with VOO, USGRX, QQQ. These 20 comparison targets span 6 categories, 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.
Pair ONGFX with funds that move differently
JPMorgan Investor Growth & Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ONGFX.
Explore ONGFX Diversifiers