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GLRBX
JAMES BALANCED: GOLDEN RAINBOW FUND
JAMES ADVANTAGE FUNDS

Similar funds

Computed 2026-07-05

Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.

#FundOverlapNet exp.Adviser
1 JAMES AGGRESSIVE ALLOCATION FUND · JAVAX 43% 1.02% James Investment Research, Inc.
2 Horizon Equity Premium Income Fund · HNDDX, HIDDX, HADUX diff. adviser 30% 0.98% HORIZON INVESTMENTS LLC.
3 Swan Enhanced Dividend Income ETF · SCLZ cheaper diff. adviser 30% 0.79% Swan Capital Management, LLC
4 FT Vest Total Return Income Fund: Series A2 29% — —
5 FT Vest Total Return Income Fund: Series A3 29% — —
6 FT Vest Total Return Income Fund: Series A4 29% — —
7 Optimized Equity Income ETF · OEI cheaper 29% 0.75% —
8 FT Vest Total Return Income Fund: Series B1 29% — —
9 FT Vest Hedged Equity Income Fund: Series A2 29% — —
10 Nuveen S&P 500 Dynamic Overwrite Fund 29% — —
11 Horizon Managed Risk ETF · SFTY cheaper diff. adviser 29% 0.77% HORIZON INVESTMENTS LLC.
12 Horizon Core Equity ETF · STOX cheaper diff. adviser 29% 0.70% HORIZON INVESTMENTS LLC.
13 FT Vest Hedged Equity Income Fund: Series A3 29% — —
14 Persimmon Long/Short Fund · LSEIX diff. adviser 29% 1.99% Dakota Wealth, LLC.
15 FT Vest Total Return Income Fund: Series B2 29% — —
16 FT Vest Hedged Equity Income Fund: Series A4 29% — —
17 VANGUARD MEGA CAP INDEX FUND · VMCTX, MGC cheaper diff. adviser 28% 0.05% The Vanguard Group, Inc.
18 FT Vest Hedged Equity Income Fund: Series B1 28% — —
19 FT Vest Total Return Income Fund: Series B3 28% — —
20 Steward Covered Call Income Fund · SCJAX, SCJCX, SCJKX, SCJIX diff. adviser 28% 1.00% Crossmark Global Investments, Inc.

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