JPMorgan Investor Growth and Income Fund Class A (ONGIX) 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 ONGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ONGIX
ONGIX charges 0.95% annually. There are 386 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 | ONGIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ONGIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ONGIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ONGIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | ONGIX vs FYMIX |
Best Risk-Adjusted Alternatives to ONGIX
ONGIX has a PortfoliosLab risk / return rank of 51. 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 | ONGIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ONGIX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | ONGIX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ONGIX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | ONGIX vs FSRKX |
Top Performing ONGIX Alternatives (YTD)
ONGIX is at 6.70% YTD. There are 286 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | ONGIX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | ONGIX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | ONGIX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | ONGIX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | ONGIX vs DGIFX |
Lowest Volatility Alternatives to ONGIX
ONGIX has 8.62% 1-year volatility. There are 331 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 | ONGIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | ONGIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | ONGIX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | ONGIX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | ONGIX vs CSTAX |
Lowest Drawdown Alternatives to ONGIX
ONGIX has a 1-year max drawdown of -6.85%. There are 336 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 | ONGIX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | ONGIX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | ONGIX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | ONGIX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | ONGIX vs FSIRX |
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 | 20 | 7.96% | — | Nov 2010 | ONGIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | ONGIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | ONGIX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | ONGIX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | ONGIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | ONGIX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | ONGIX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | ONGIX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | ONGIX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | ONGIX vs VHIAX |
Often Compared With ONGIX
Investors most often compare ONGIX with VOO, CONWX, IOEZX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare ONGIX with Any Fund or Stock
Compare ONGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ONGIX with funds that move differently
JPMorgan Investor Growth and Income Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ONGIX.
Explore ONGIX Diversifiers