JPMorgan U.S. Value Fund (VGRIX) Alternatives
JPMorgan U.S. Value Fund (VGRIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VGRIX. 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 VGRIX
VGRIX charges 0.94% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among VGRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | VGRIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | VGRIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | VGRIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | VGRIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | VGRIX vs TILVX |
Best Risk-Adjusted Alternatives to VGRIX
Among mutual funds in the Large Cap Value Equities 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | VGRIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | VGRIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | VGRIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | VGRIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | VGRIX vs VALAX |
Top Performing VGRIX Alternatives (YTD)
VGRIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | VGRIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | VGRIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | VGRIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | VGRIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | VGRIX vs HFCVX |
Lowest Volatility Alternatives to VGRIX
VGRIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | VGRIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | VGRIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | VGRIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | VGRIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | VGRIX vs ACIIX |
Lowest Drawdown Alternatives to VGRIX
VGRIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | VGRIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | VGRIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | VGRIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | VGRIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | VGRIX vs PSECX |
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 | VGRIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 17 | -11.61% | Feb 28, 1992 | VGRIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 17 | -11.67% | Feb 28, 1992 | VGRIX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 20 | -2.35% | Aug 31, 2018 | VGRIX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | VGRIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 28 | -5.65% | Dec 13, 2013 | VGRIX vs JHEQX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | -10.33% | Sep 17, 1993 | VGRIX vs JUEMX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | VGRIX vs JMSIX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 19 | -2.40% | Aug 31, 2018 | VGRIX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 23 | -12.06% | Oct 29, 1999 | VGRIX vs VHIAX |
Often Compared With VGRIX
What investors most often compare with VGRIX, based on PortfoliosLab usage data.
Compare VGRIX with Any Fund or Stock
Compare VGRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.