JIBCX

Active

Blue Chip Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.88%
Annual Cost per $10K
$88.00
30-Year Fee Drag per $10K
$16,705
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+21.92%

Asset Allocation

US Equity
98%
Cash
1%

Fee Comparison

JIBCX
0.88%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

17% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+100.03%3Y
Compare to

Fee Impact Calculator

$
%
JIBCX at 0.88%$297,089
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$83,523
Cost vs index fund−$80,335

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
JIBCXBlue Chip Growth Fund0.88%
QCGRFXCollege Retirement Equities Fund - Growth Account
QCEQFXCollege Retirement Equities Fund - Equity Index Account
TRBCXT. Rowe Price Blue Chip Growth Fund, Inc.0.69%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
PRGFXT. Rowe Price Growth Stock Fund, Inc.0.65%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
TINRXNuveen Equity Index Fund0.37%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
AULDXUltra Fund0.54%
TRFHXT. Rowe Price Retirement 2030 Fund0.40%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
TRHDXT. Rowe Price Retirement 2040 Fund0.43%
EGFSXEdgewood Growth Fund1.25%
TRFJXT. Rowe Price Retirement 2035 Fund0.42%
LGRNXLoomis Sayles Growth Fund0.57%
FLMVXJPMorgan Mid Cap Value Fund1.09%
TRIKXT. Rowe Price Retirement 2045 Fund0.44%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
AMLPAlerian MLP ETF0.85%
TRJLXT. Rowe Price Retirement 2050 Fund0.45%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
TREHXT. Rowe Price Retirement 2025 Fund0.38%
CSJFXCohen & Steers Realty Shares0.80%
DVYiShares Select Dividend ETF0.38%
VEXRXVANGUARD EXPLORER FUND0.33%
IYWiShares U.S. Technology ETF0.38%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
JAIZXManaged Volatility Growth Portfolio0.77%
AGRDXGrowth Fund0.54%
CREFXCohen & Steers Real Estate Securities Fund0.75%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
VQNPXVANGUARD GROWTH AND INCOME FUND0.36%
TRDBXT. Rowe Price Retirement 2020 Fund0.37%
PLCGXLargeCap Growth Fund I0.94%
TRJMXT. Rowe Price Retirement 2055 Fund0.46%
QYLDGlobal X NASDAQ 100 Covered Call ETF0.60%
JAIYXManaged Volatility Balanced Portfolio0.75%
DFEVXEMERGING MARKETS VALUE PORTFOLIO$1M min0.44%
JAGKX500 Index Trust0.50%
ESBLXEaton Vance Floating-Rate Fund0.75%
GTENXGateway Fund0.65%
SUWAXDWS Core Equity Fund0.83%
DCZRXMacquarie Small Cap Core Fund0.68%
VVIPXVoya VACS Index Series S Portfolio
OEICXJPMorgan Equity Index Fund0.45%
HGITXHARTFORD CORE EQUITY FUND0.45%
IGRFXMacquarie Mid Cap Growth Fund0.68%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
JAIJXLifestyle Growth Portfolio0.61%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
PAVEGlobal X U.S. Infrastructure Development ETF0.47%
PLFMXLargeCap S&P 500 Index Fund1.29%
FDNFirst Trust Dow Jones Internet Index Fund0.49%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
COAVXColumbia Overseas Value Fund0.82%
DDZRXMacquarie Value Fund0.61%
ASDEXSelect Fund0.55%
CIPMXChamplain MidCap Fund1.09%
TRSCXNuveen Large Cap Responsible Equity Fund0.42%
SSFRXState Street Equity 500 Index Fund0.62%
CGWRXColumbia Cornerstone Growth Fund0.97%
TRLNXT. Rowe Price Retirement 2060 Fund0.46%
FRESXFidelity Real Estate Investment Portfolio0.64%
VCSTXScience & Technology Fund0.91%
GQEPXGQG PARTNERS US SELECT QUALITY EQUITY FUND0.70%
DVZRXMacquarie Small Cap Value Fund0.70%
TSVPXT. Rowe Price Spectrum Diversified Equity Fund0.58%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%
TGIWXNuveen Core Equity Fund0.40%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
TRLIXNuveen Large Cap Value Fund0.41%
ITAiShares U.S. Aerospace & Defense ETF0.38%
ARLCXOne Choice 2035 Portfolio0.83%
AOMIXOne Choice Portfolio: Moderate0.87%
HNVRXHarbor Small Cap Value Fund0.80%
TRUBXT. Rowe Price Retirement 2015 Fund0.35%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
MXVIXEmpower S&P 500 Index Fund0.49%
AFEDXLarge Cap Equity Fund0.44%
LCGJXWilliam Blair Large Cap Growth Fund0.60%
SECTMain Sector Rotation ETF0.74%
XYLDGlobal X S&P 500 Covered Call ETF0.60%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
OWACXOld Westbury All Cap Core Fund0.96%
ARDTXOne Choice In Retirement Portfolio0.76%
ARCMXOne Choice 2030 Portfolio0.80%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
PTLCPacer Trendpilot US Large Cap ETF0.60%
FDLFirst Trust Morningstar Dividend Leaders Index Fund0.43%
USAAXVictory Growth Fund0.89%
IAVGXVOYA GROWTH AND INCOME PORTFOLIO1.12%
TIREXNuveen Real Estate Securities Select Fund0.50%
NUGONuveen Growth Opportunities ETF0.56%
FFEFXNuveen Dividend Value Fund0.61%
FMIMXFMI Common Stock Fund0.98%
BOSOXBoston Trust Walden Small Cap Fund1.00%
JCICXJPMorgan U.S. GARP Equity Fund0.84%
MIEAXMM S&P 500 Index Fund0.89%

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