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.
Correlation
The correlation between BBGLX and JLGMX is 0.94, 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.
Performance
BBGLX vs. JLGMX - Performance Comparison
Key characteristics
BBGLX:
0.86
JLGMX:
1.44
BBGLX:
1.19
JLGMX:
1.96
BBGLX:
1.17
JLGMX:
1.26
BBGLX:
1.22
JLGMX:
2.03
BBGLX:
3.58
JLGMX:
7.42
BBGLX:
3.58%
JLGMX:
3.61%
BBGLX:
14.83%
JLGMX:
18.60%
BBGLX:
-36.93%
JLGMX:
-39.64%
BBGLX:
-5.73%
JLGMX:
-0.64%
Returns By Period
The year-to-date returns for both investments are quite close, with BBGLX having a 4.41% return and JLGMX slightly higher at 4.59%.
BBGLX
4.41%
2.83%
3.46%
11.49%
10.00%
N/A
JLGMX
4.59%
2.40%
12.49%
25.09%
13.57%
9.32%
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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.
Dividends
BBGLX vs. JLGMX - Dividend Comparison
BBGLX's dividend yield for the trailing twelve months is around 0.69%, more than JLGMX's 0.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 0.69% | 0.72% | 0.78% | 0.71% | 0.51% | 0.55% | 0.89% | 1.14% | 0.79% | 0.92% | 0.52% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 0.20% | 0.21% | 0.31% | 0.61% | 0.00% | 0.12% | 0.26% | 0.08% | 0.00% | 0.00% | 0.00% |
Drawdowns
BBGLX vs. JLGMX - Drawdown Comparison
The maximum BBGLX drawdown since its inception was -36.93%, smaller than the maximum JLGMX drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for BBGLX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
BBGLX vs. JLGMX - Volatility Comparison
The current volatility for Bridge Builder Large Cap Growth Fund (BBGLX) is 3.69%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 4.76%. This indicates that BBGLX experiences smaller price fluctuations and is considered to be less risky than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.