JPMorgan Investor Growth and Income Fund Class A (ONGIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ONGIX
ONGIX charges 0.95% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ONGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ONGIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ONGIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ONGIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ONGIX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | ONGIX vs MAANX |
Best Risk-Adjusted Alternatives to ONGIX
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 | ONGIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ONGIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ONGIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ONGIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ONGIX vs PMAIX |
Top Performing ONGIX Alternatives (YTD)
ONGIX 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 | ONGIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ONGIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ONGIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ONGIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ONGIX vs CONWX |
Lowest Volatility Alternatives to ONGIX
ONGIX 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 | ONGIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ONGIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ONGIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ONGIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ONGIX vs SICIX |
Lowest Drawdown Alternatives to ONGIX
ONGIX 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 | ONGIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ONGIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ONGIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ONGIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ONGIX 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 | ONGIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | ONGIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | ONGIX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | ONGIX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | ONGIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | ONGIX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | ONGIX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | ONGIX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | ONGIX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | ONGIX vs VHIAX |
Often Compared With ONGIX
What investors most often compare with ONGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | ONGIX vs VOO | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | ONGIX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | ONGIX vs QBDSX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | ONGIX vs FYMIX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | ONGIX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | ONGIX vs WWWEX |
Compare ONGIX with Any Fund or Stock
Compare ONGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.