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 389 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | ONGIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ONGIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ONGIX vs VTMFX |
Best Risk-Adjusted Alternatives to ONGIX
ONGIX has a PortfoliosLab risk / return rank of 44. There are 404 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 | 97 | — | Dec 2002 | ONGIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ONGIX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | ONGIX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | ONGIX vs AOBLX |
Top Performing ONGIX Alternatives (YTD)
ONGIX is at 6.80% YTD. There are 265 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 | ONGIX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | ONGIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | ONGIX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | ONGIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | ONGIX vs TIBIX |
Lowest Volatility Alternatives to ONGIX
ONGIX has 9.25% 1-year volatility. There are 347 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 Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | ONGIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | ONGIX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ONGIX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | ONGIX vs CSTAX |
Lowest Drawdown Alternatives to ONGIX
ONGIX has a 1-year max drawdown of -6.85%. There are 335 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 | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ONGIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ONGIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ONGIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ONGIX 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 | ONGIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.91% | — | Feb 1992 | ONGIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 12 | 4.78% | — | Feb 1994 | ONGIX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 3.00% | — | Aug 2018 | ONGIX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 82 | 15.35% | — | Jul 1987 | ONGIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.75% | — | Dec 2013 | ONGIX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.48% | — | Jun 2014 | ONGIX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 23 | 6.03% | — | Sep 1993 | ONGIX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.94% | — | Aug 2018 | ONGIX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 13 | 4.07% | — | Oct 1999 | ONGIX vs VHIAX |
Often Compared With ONGIX
Investors most often compare ONGIX with VOO, BND, BWBIX. 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