JPMorgan Growth Advantage Fund (VHIAX) belongs to the Large 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 VHIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VHIAX
VHIAX charges 1.04% annually. There are 310 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | VHIAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | VHIAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | VHIAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | VHIAX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | VHIAX vs TILIX |
Best Risk-Adjusted Alternatives to VHIAX
VHIAX has a PortfoliosLab risk / return rank of 12. There are 287 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | VHIAX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | VHIAX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | VHIAX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | VHIAX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | VHIAX vs FOCKX |
Top Performing VHIAX Alternatives (YTD)
VHIAX is at 3.53% YTD. There are 345 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | VHIAX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | VHIAX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | VHIAX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | VHIAX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | VHIAX vs FOCKX |
Lowest Volatility Alternatives to VHIAX
VHIAX has 17.03% 1-year volatility. There are 205 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | VHIAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | VHIAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | VHIAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | VHIAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | VHIAX vs GQEPX |
Lowest Drawdown Alternatives to VHIAX
VHIAX has a 1-year max drawdown of -15.76%. There are 236 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | VHIAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | VHIAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | VHIAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | VHIAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | VHIAX vs DNVYX |
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 | 10 | 3.92% | — | Nov 2010 | VHIAX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 10 | 3.79% | — | Feb 1992 | VHIAX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 10 | 3.65% | — | Feb 1994 | VHIAX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 20 | 2.63% | — | Aug 2018 | VHIAX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 87 | 15.51% | — | Jul 1987 | VHIAX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 16 | -0.69% | — | Dec 2013 | VHIAX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 88 | 1.48% | — | Jun 2014 | VHIAX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 25 | 6.03% | — | Sep 1993 | VHIAX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 18 | 2.58% | — | Aug 2018 | VHIAX vs JEPAX | |
| JPMorgan Equity Income Fund | Large Cap Value Equities | 87 | 15.37% | — | Jul 1987 | VHIAX vs HLIEX |
Often Compared With VHIAX
Investors most often compare VHIAX with VOO, VIGAX, SPY. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare VHIAX with Any Fund or Stock
Compare VHIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VHIAX with funds that move differently
JPMorgan Growth Advantage Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VHIAX.
Explore VHIAX Diversifiers