ACAYX vs. JLGMX
Compare and contrast key facts about Alger Capital Appreciation Institutional Fund Class Y (ACAYX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
ACAYX is managed by Alger. It was launched on Feb 28, 2017. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Performance
ACAYX vs. JLGMX - Performance Comparison
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ACAYX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACAYX Alger Capital Appreciation Institutional Fund Class Y | -10.06% | 32.26% | 70.32% | 43.39% | -36.58% | 18.80% | 42.01% | 33.67% | -0.38% | 18.92% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 24.97% |
Returns By Period
In the year-to-date period, ACAYX achieves a -10.06% return, which is significantly lower than JLGMX's -8.48% return.
ACAYX
- 1D
- 4.94%
- 1M
- -4.87%
- YTD
- -10.06%
- 6M
- -11.16%
- 1Y
- 33.24%
- 3Y*
- 36.74%
- 5Y*
- 16.18%
- 10Y*
- —
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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ACAYX vs. JLGMX - Expense Ratio Comparison
ACAYX has a 0.83% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
ACAYX vs. JLGMX — Risk / Return Rank
ACAYX
JLGMX
ACAYX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Institutional Fund Class Y (ACAYX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ACAYX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.64 | +0.62 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.05 | +0.82 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.15 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 0.81 | +1.04 |
Martin ratioReturn relative to average drawdown | 6.18 | 2.47 | +3.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACAYX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.64 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.53 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.80 | -0.05 |
Correlation
The correlation between ACAYX and JLGMX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ACAYX vs. JLGMX - Dividend Comparison
ACAYX's dividend yield for the trailing twelve months is around 7.39%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACAYX Alger Capital Appreciation Institutional Fund Class Y | 7.39% | 6.64% | 24.81% | 7.76% | 3.77% | 18.85% | 16.28% | 10.19% | 12.28% | 6.73% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
ACAYX vs. JLGMX - Drawdown Comparison
The maximum ACAYX drawdown since its inception was -46.37%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for ACAYX and JLGMX.
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Drawdown Indicators
| ACAYX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.37% | -31.82% | -14.55% |
Max Drawdown (1Y)Largest decline over 1 year | -18.50% | -16.73% | -1.77% |
Max Drawdown (5Y)Largest decline over 5 years | -46.37% | -31.13% | -15.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.82% | — |
Current DrawdownCurrent decline from peak | -14.47% | -13.83% | -0.64% |
Average DrawdownAverage peak-to-trough decline | -10.88% | -5.82% | -5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.56% | 5.51% | +0.05% |
Volatility
ACAYX vs. JLGMX - Volatility Comparison
Alger Capital Appreciation Institutional Fund Class Y (ACAYX) has a higher volatility of 9.21% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 6.48%. This indicates that ACAYX's price experiences larger fluctuations and is considered to be riskier than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACAYX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.21% | 6.48% | +2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 17.18% | 12.54% | +4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.95% | 21.14% | +6.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.22% | 20.25% | +7.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.93% | 21.54% | +4.39% |