JPMorgan Mid Cap Growth Fund Class A (OSGIX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OSGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OSGIX
OSGIX charges 1.14% annually. There are 124 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | OSGIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | OSGIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | OSGIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | OSGIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | OSGIX vs VMGMX |
Best Risk-Adjusted Alternatives to OSGIX
OSGIX has a PortfoliosLab risk / return rank of 10. There are 83 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 91 | — | Dec 2016 | OSGIX vs NEEIX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | OSGIX vs VHCOX | |
| Needham Growth Fund | 91 | — | Jan 1996 | OSGIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 88 | — | Oct 2000 | OSGIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 84 | — | Nov 2004 | OSGIX vs POAGX |
Top Performing OSGIX Alternatives (YTD)
OSGIX is at 6.42% YTD. There are 88 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 52.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 52.41% | — | Dec 2016 | OSGIX vs NEEIX | |
| Needham Growth Fund | 52.15% | — | Jan 1996 | OSGIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 33.14% | — | Oct 2000 | OSGIX vs TAAGX | |
| Essex Environmental Opportunities Fund | 28.61% | — | Sep 2017 | OSGIX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 26.75% | — | Jul 2019 | OSGIX vs CTIGX |
Lowest Volatility Alternatives to OSGIX
OSGIX has 17.42% 1-year volatility. There are 93 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.32%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.32% | — | May 2013 | OSGIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.64% | — | May 2021 | OSGIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.20% | — | May 2010 | OSGIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.40% | — | Dec 1996 | OSGIX vs VSNGX | |
| Sparrow Growth Fund | 12.95% | — | Oct 1998 | OSGIX vs SGFFX |
Lowest Drawdown Alternatives to OSGIX
OSGIX has a 1-year max drawdown of -14.25%. There are 87 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | OSGIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | OSGIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | OSGIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | OSGIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | OSGIX vs SECUX |
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 | 19 | 7.25% | — | Nov 2010 | OSGIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 18 | 7.14% | — | Feb 1992 | OSGIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 18 | 7.03% | — | Feb 1992 | OSGIX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | OSGIX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 60 | 9.28% | — | Jul 1987 | OSGIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.74% | — | Dec 2013 | OSGIX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.23% | — | Jun 2014 | OSGIX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | OSGIX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.15% | — | Aug 2018 | OSGIX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 25 | 7.68% | — | Oct 1999 | OSGIX vs VHIAX |
Often Compared With OSGIX
Investors most often compare OSGIX with FISGX, IWP, PCBIX. These 18 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare OSGIX with Any Fund or Stock
Compare OSGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OSGIX with funds that move differently
JPMorgan Mid Cap Growth Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OSGIX.
Explore OSGIX Diversifiers