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JGBZX JPMorgan Government Bond R2

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Fund JGBZX JPMorgan Government Bond R2 FGOVX Fidelity® Government Income DPIGX Dupree Intermediate Govt Bond  
100% 94% 91%
Annual Fees
(1.00% Exp. Ratio)
(0.45% Exp. Ratio)
(0.51% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.07% annual return
$13,672.44 $16,144.63 $15,855.25
Est. savings over 30 yrs +$2,472.19 +$2,182.81
As of 9/30/16
1 YR RETURN 3.55%
3 YR 2.88%
5 YR 1.82%
10 YR 4.29%
1 YR RETURN 3.66%
3 YR 3.26%
5 YR 2.23%
10 YR 4.40%
1 YR RETURN 3.93%
3 YR 4.84%
5 YR 3.06%
10 YR 4.44%
The investment seeks a high level of current income with liquidity and safety of principal. The fund principally invests in securities issued by the U.S. government and its agencies and instrumentalities and related to securities issued by the U.S. government and its agencies and instrumentalities. It mainly invests in government bonds with intermediate to long remaining maturities. The fund's average weighted maturity will ordinarily range between three and 15 years, taking into account expected prepayment of principal on certain investments.
The investment seeks a high level of current income, consistent with preservation of principal. The fund normally invests at least 80% of assets in U.S. government securities and repurchase agreements for those securities. It invests in U.S. government securities issued by entities that are chartered or sponsored by Congress but whose securities are neither issued nor guaranteed by the U.S. Treasury. The fund invests in instruments related to U.S. government securities. It allocates assets across different market sectors and maturities.
The investment seeks to provide a high and stable level of income derived from bonds issued by the U.S. government and its agencies without incurring undue risk to principal. At least eighty percent (80%) of the fund will be invested in securities issued by the U.S. government or its agencies or instrumentalities, with the remainder of the fund invested in bank accounts fully insured by the FDIC or collateralized by bonds issued by the U.S. government or its agencies or U.S. Treasury or Agency Notes and Bills. The nominal maturity of it will normally range between 3-10 years. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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