BRMKX vs. HLGEX
Compare and contrast key facts about iShares Russell Mid-Cap Index Fund (BRMKX) and JPMorgan Mid Cap Growth Fund (HLGEX).
BRMKX is managed by Blackrock. It was launched on May 13, 2015. HLGEX is managed by JPMorgan Chase. It was launched on Mar 2, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRMKX or HLGEX.
Key characteristics
| BRMKX | HLGEX | |
|---|---|---|
| YTD Return | 7.85% | 7.76% |
| 1Y Return | 25.60% | 26.54% |
| 3Y Return (Ann) | 4.37% | 2.45% |
| 5Y Return (Ann) | 10.85% | 12.70% |
| Sharpe Ratio | 1.70 | 1.64 |
| Daily Std Dev | 13.88% | 15.18% |
| Max Drawdown | -40.20% | -57.65% |
| Current Drawdown | -0.64% | -8.91% |
Correlation
The correlation between BRMKX and HLGEX is 0.91, 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
BRMKX vs. HLGEX - Performance Comparison
The year-to-date returns for both stocks are quite close, with BRMKX having a 7.85% return and HLGEX slightly lower at 7.76%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BRMKX vs. HLGEX - Expense Ratio Comparison
BRMKX has a 0.06% expense ratio, which is lower than HLGEX's 0.89% expense ratio.
Risk-Adjusted Performance
BRMKX vs. HLGEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Mid-Cap Index Fund (BRMKX) and JPMorgan Mid Cap Growth Fund (HLGEX). 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
BRMKX vs. HLGEX - Dividend Comparison
BRMKX's dividend yield for the trailing twelve months is around 2.85%, while HLGEX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRMKX iShares Russell Mid-Cap Index Fund | 2.85% | 3.02% | 3.67% | 4.07% | 2.86% | 3.95% | 3.87% | 19.76% | 2.11% | 0.78% | 0.00% | 0.00% |
HLGEX JPMorgan Mid Cap Growth Fund | 0.00% | 0.00% | 0.79% | 8.87% | 10.61% | 7.29% | 7.26% | 6.41% | 0.04% | 5.32% | 9.91% | 9.97% |
Drawdowns
BRMKX vs. HLGEX - Drawdown Comparison
The maximum BRMKX drawdown since its inception was -40.20%, smaller than the maximum HLGEX drawdown of -57.65%. Use the drawdown chart below to compare losses from any high point for BRMKX and HLGEX. For additional features, visit the drawdowns tool.
Volatility
BRMKX vs. HLGEX - Volatility Comparison
The current volatility for iShares Russell Mid-Cap Index Fund (BRMKX) is 3.11%, while JPMorgan Mid Cap Growth Fund (HLGEX) has a volatility of 4.36%. This indicates that BRMKX experiences smaller price fluctuations and is considered to be less risky than HLGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.