APHEX vs. SEEGX
Compare and contrast key facts about Artisan Sustainable Emerging Markets Fund (APHEX) and JPMorgan Large Cap Growth Fund (SEEGX).
APHEX is managed by Artisan. It was launched on Jun 25, 2006. SEEGX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APHEX or SEEGX.
Correlation
The correlation between APHEX and SEEGX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
APHEX vs. SEEGX - Performance Comparison
Key characteristics
APHEX:
1.35
SEEGX:
1.40
APHEX:
1.84
SEEGX:
1.89
APHEX:
1.24
SEEGX:
1.26
APHEX:
0.72
SEEGX:
2.00
APHEX:
5.05
SEEGX:
7.33
APHEX:
3.73%
SEEGX:
3.60%
APHEX:
13.97%
SEEGX:
18.84%
APHEX:
-66.34%
SEEGX:
-64.32%
APHEX:
-12.87%
SEEGX:
-0.64%
Returns By Period
In the year-to-date period, APHEX achieves a 7.66% return, which is significantly higher than SEEGX's 4.55% return. Over the past 10 years, APHEX has underperformed SEEGX with an annualized return of 5.26%, while SEEGX has yielded a comparatively higher 8.69% annualized return.
APHEX
7.66%
5.77%
3.62%
16.80%
3.02%
5.26%
SEEGX
4.55%
2.38%
11.00%
24.72%
12.83%
8.69%
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APHEX vs. SEEGX - Expense Ratio Comparison
APHEX has a 1.07% expense ratio, which is higher than SEEGX's 0.69% expense ratio.
Risk-Adjusted Performance
APHEX vs. SEEGX — Risk-Adjusted Performance Rank
APHEX
SEEGX
APHEX vs. SEEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Sustainable Emerging Markets Fund (APHEX) and JPMorgan Large Cap Growth Fund (SEEGX). 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.
Dividends
APHEX vs. SEEGX - Dividend Comparison
APHEX's dividend yield for the trailing twelve months is around 1.14%, while SEEGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APHEX Artisan Sustainable Emerging Markets Fund | 1.14% | 1.23% | 0.49% | 1.05% | 0.88% | 1.23% | 1.04% | 0.56% | 0.47% | 0.75% | 0.00% | 1.48% |
SEEGX JPMorgan Large Cap Growth Fund | 0.00% | 0.00% | 0.12% | 0.40% | 0.00% | 0.05% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
APHEX vs. SEEGX - Drawdown Comparison
The maximum APHEX drawdown since its inception was -66.34%, roughly equal to the maximum SEEGX drawdown of -64.32%. Use the drawdown chart below to compare losses from any high point for APHEX and SEEGX. For additional features, visit the drawdowns tool.
Volatility
APHEX vs. SEEGX - Volatility Comparison
The current volatility for Artisan Sustainable Emerging Markets Fund (APHEX) is 3.57%, while JPMorgan Large Cap Growth Fund (SEEGX) has a volatility of 4.77%. This indicates that APHEX experiences smaller price fluctuations and is considered to be less risky than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.