JPMorgan Investor Growth Fund (ONIFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ONIFX
ONIFX charges 0.32% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ONIFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ONIFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ONIFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ONIFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ONIFX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | ONIFX vs MAANX |
Best Risk-Adjusted Alternatives to ONIFX
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 | ONIFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ONIFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ONIFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ONIFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ONIFX vs PMAIX |
Top Performing ONIFX Alternatives (YTD)
ONIFX 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 | ONIFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ONIFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ONIFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ONIFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ONIFX vs CONWX |
Lowest Volatility Alternatives to ONIFX
ONIFX 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 | ONIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ONIFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ONIFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ONIFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ONIFX vs SICIX |
Lowest Drawdown Alternatives to ONIFX
ONIFX 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 | ONIFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ONIFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ONIFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ONIFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ONIFX 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 | ONIFX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | ONIFX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | ONIFX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | ONIFX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | ONIFX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | ONIFX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | ONIFX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | ONIFX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | ONIFX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | ONIFX vs VHIAX |
Often Compared With ONIFX
What investors most often compare with ONIFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | ONIFX vs SPY | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | ONIFX vs QQQ | |
| Fidelity Advisor Multi-Asset Income Fund Class I | Diversified Portfolio | 79 | 0.32% | Sep 9, 2015 | ONIFX vs FAYZX | |
| American Funds Tax-Aware Conservative Growth and I... | Diversified Portfolio | 69 | -2.55% | May 17, 2012 | ONIFX vs TAIAX | |
| American Funds Investment Company of America Class... | Large Cap Blend Equities | 48 | -7.68% | Jan 1, 1934 | ONIFX vs AIVSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | ONIFX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | ONIFX vs WWWEX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | ONIFX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | ONIFX vs QBDSX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | ONIFX vs EKBAX |
Compare ONIFX with Any Fund or Stock
Compare ONIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.