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 a closer substitute for your current allocation.
Cheapest Alternatives to VGRIX
VGRIX charges 0.94% annually. There are 217 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | VGRIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | VGRIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | VGRIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | VGRIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | VGRIX vs VVIAX |
Best Risk-Adjusted Alternatives to VGRIX
VGRIX has a PortfoliosLab risk / return rank of 68. There are 138 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | VGRIX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | VGRIX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | VGRIX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | VGRIX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | VGRIX vs SABTX |
Top Performing VGRIX Alternatives (YTD)
VGRIX is at 11.61% YTD. There are 107 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | VGRIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | VGRIX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | VGRIX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | VGRIX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | VGRIX vs YAFFX |
Lowest Volatility Alternatives to VGRIX
VGRIX has 10.81% 1-year volatility. There are 112 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | VGRIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | VGRIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.83% | — | Feb 1996 | VGRIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | VGRIX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.50% | — | Jul 1998 | VGRIX vs ACIIX |
Lowest Drawdown Alternatives to VGRIX
VGRIX has a 1-year max drawdown of -7.48%. There are 179 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | VGRIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | VGRIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | VGRIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | VGRIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | VGRIX vs SVAIX |
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 | 3.53% | — | Nov 2010 | VGRIX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 11 | 3.40% | — | Feb 1992 | VGRIX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 3.28% | — | Feb 1994 | VGRIX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 12 | 0.39% | — | Aug 2018 | VGRIX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 72 | 12.33% | — | Jul 1987 | VGRIX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 12 | -1.71% | — | Dec 2013 | VGRIX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 76 | 0.99% | — | Jun 2014 | VGRIX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 22 | 3.06% | — | Sep 1993 | VGRIX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 12 | 0.35% | — | Aug 2018 | VGRIX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 12 | 2.06% | — | Oct 1999 | VGRIX vs VHIAX |
Often Compared With VGRIX
Investors most often compare VGRIX with WTV, PEYAX, VEIPX. These 20 comparison targets span 7 categories, 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.
Pair VGRIX with funds that move differently
JPMorgan U.S. Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VGRIX.
Explore VGRIX Diversifiers