Correlation
The correlation between BBGLX and JLGMX is 0.90, 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.
BBGLX vs. JLGMX
Compare and contrast key facts about Bridge Builder Large Cap Growth Fund (BBGLX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
BBGLX is managed by Bridge Builder. It was launched on Apr 27, 2015. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBGLX or JLGMX.
Performance
BBGLX vs. JLGMX - Performance Comparison
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Key characteristics
BBGLX:
0.61
JLGMX:
0.64
BBGLX:
0.85
JLGMX:
0.89
BBGLX:
1.12
JLGMX:
1.12
BBGLX:
0.53
JLGMX:
0.59
BBGLX:
1.93
JLGMX:
1.91
BBGLX:
5.52%
JLGMX:
6.63%
BBGLX:
21.36%
JLGMX:
23.91%
BBGLX:
-32.31%
JLGMX:
-31.82%
BBGLX:
-3.69%
JLGMX:
-4.71%
Returns By Period
In the year-to-date period, BBGLX achieves a 0.59% return, which is significantly higher than JLGMX's 0.30% return. Over the past 10 years, BBGLX has underperformed JLGMX with an annualized return of 13.09%, while JLGMX has yielded a comparatively higher 16.96% annualized return.
BBGLX
0.59%
7.21%
-1.23%
12.95%
14.52%
13.46%
13.09%
JLGMX
0.30%
7.25%
-0.10%
15.20%
19.54%
17.21%
16.96%
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BBGLX vs. JLGMX - Expense Ratio Comparison
BBGLX has a 0.19% expense ratio, which is lower than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
BBGLX vs. JLGMX — Risk-Adjusted Performance Rank
BBGLX
JLGMX
BBGLX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Large Cap Growth Fund (BBGLX) 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.
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Dividends
BBGLX vs. JLGMX - Dividend Comparison
BBGLX's dividend yield for the trailing twelve months is around 7.12%, more than JLGMX's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 7.12% | 7.16% | 0.78% | 0.71% | 7.71% | 3.67% | 2.05% | 5.25% | 0.79% | 0.92% | 0.52% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 1.16% | 1.16% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% | 1.77% |
Drawdowns
BBGLX vs. JLGMX - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -32.31%, roughly equal to the maximum JLGMX drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for BBGLX and JLGMX.
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Volatility
BBGLX vs. JLGMX - Volatility Comparison
Bridge Builder Large Cap Growth Fund (BBGLX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX) have volatilities of 5.00% and 4.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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