JPMorgan Investor Growth Fund (ONIFX) 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 ONIFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ONIFX
ONIFX 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 | ONIFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ONIFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ONIFX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | ONIFX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ONIFX vs BWBIX |
Best Risk-Adjusted Alternatives to ONIFX
ONIFX has a PortfoliosLab risk / return rank of 42. There are 423 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 | ONIFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | ONIFX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ONIFX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 93 | — | Sep 2003 | ONIFX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | ONIFX vs AYBLX |
Top Performing ONIFX Alternatives (YTD)
ONIFX is at 8.30% YTD. There are 164 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.90% | — | Jan 1998 | ONIFX vs EKBAX | |
| Greenspring Fund | 19.62% | — | Jun 1983 | ONIFX vs GRSPX | |
| ICON Equity Income Fund | 18.26% | — | May 2004 | ONIFX vs IOEZX | |
| MH Elite Small Cap Fund of Funds Fund | 18.12% | — | Aug 1998 | ONIFX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.39% | — | Dec 2002 | ONIFX vs TIBIX |
Lowest Volatility Alternatives to ONIFX
ONIFX has 11.94% 1-year volatility. There are 466 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 | ONIFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | ONIFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | ONIFX vs SCLAX | |
| Ave Maria Bond Fund | 2.98% | — | Apr 2003 | ONIFX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ONIFX vs CSTAX |
Lowest Drawdown Alternatives to ONIFX
ONIFX has a 1-year max drawdown of -8.71%. There are 474 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 | ONIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ONIFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ONIFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ONIFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ONIFX 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 | 12 | 4.51% | — | Nov 2010 | ONIFX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.36% | — | Feb 1992 | ONIFX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 4.23% | — | Feb 1994 | ONIFX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 2.56% | — | Aug 2018 | ONIFX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 83 | 14.90% | — | Jul 1987 | ONIFX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.97% | — | Dec 2013 | ONIFX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 87 | 1.48% | — | Jun 2014 | ONIFX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 24 | 5.77% | — | Sep 1993 | ONIFX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.50% | — | Aug 2018 | ONIFX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 3.58% | — | Oct 1999 | ONIFX vs VHIAX |
Often Compared With ONIFX
Investors most often compare ONIFX with SPY, FAYZX, QQQ. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ONIFX with Any Fund or Stock
Compare ONIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ONIFX with funds that move differently
JPMorgan Investor Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ONIFX.
Explore ONIFX Diversifiers