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JLGQX JPMorgan Large Cap Growth R4

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Fund JLGQX JPMorgan Large Cap Growth R4 SCHG Schwab US Large-Cap Growth ETF™ MGK Vanguard Mega Cap Growth ETF  
100% 92% 93%
Annual Fees
(0.90% Exp. Ratio)
(0.06% Exp. Ratio)
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$39,533.27 $50,925.28 $50,468.67
Est. savings over 30 yrs +$11,392.01 +$10,935.40
As of 9/30/16
1 YR RETURN 6.22%
3 YR 9.07%
5 YR 13.88%
10 YR 8.85%
1 YR RETURN 12.11%
3 YR 11.81%
5 YR 17.05%
10 YR --
1 YR RETURN 14.18%
3 YR 11.75%
5 YR 16.71%
10 YR --
The investment seeks long-term capital appreciation. Under normal circumstances, at least 80% of the fund's assets will be invested in the equity securities of large, well-established companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Large, well-established companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Growth Index at the time of purchase.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. The index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Growth Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "growth" based on a number of factors.
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mega Cap Growth Index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization growth stocks in the United States. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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