CMGIX vs. JLGMX
Compare and contrast key facts about BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
CMGIX is managed by Blackrock. It was launched on Dec 27, 1996. 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: CMGIX or JLGMX.
Correlation
The correlation between CMGIX 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.
Performance
CMGIX vs. JLGMX - Performance Comparison
Key characteristics
CMGIX:
1.13
JLGMX:
1.80
CMGIX:
1.60
JLGMX:
2.41
CMGIX:
1.20
JLGMX:
1.32
CMGIX:
0.70
JLGMX:
2.56
CMGIX:
4.43
JLGMX:
9.43
CMGIX:
4.75%
JLGMX:
3.58%
CMGIX:
18.64%
JLGMX:
18.81%
CMGIX:
-82.66%
JLGMX:
-39.64%
CMGIX:
-10.40%
JLGMX:
-0.35%
Returns By Period
In the year-to-date period, CMGIX achieves a 7.81% return, which is significantly higher than JLGMX's 4.88% return. Over the past 10 years, CMGIX has outperformed JLGMX with an annualized return of 10.79%, while JLGMX has yielded a comparatively lower 9.85% annualized return.
CMGIX
7.81%
4.13%
20.40%
21.78%
7.85%
10.79%
JLGMX
4.88%
1.24%
17.37%
32.27%
15.04%
9.85%
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CMGIX vs. JLGMX - Expense Ratio Comparison
CMGIX has a 0.80% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
CMGIX vs. JLGMX — Risk-Adjusted Performance Rank
CMGIX
JLGMX
CMGIX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) 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
CMGIX vs. JLGMX - Dividend Comparison
CMGIX has not paid dividends to shareholders, while JLGMX's dividend yield for the trailing twelve months is around 0.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
CMGIX BlackRock Mid-Cap Growth Equity Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 0.20% | 0.21% | 0.31% | 0.61% | 0.00% | 0.12% | 0.26% | 0.08% |
Drawdowns
CMGIX vs. JLGMX - Drawdown Comparison
The maximum CMGIX drawdown since its inception was -82.66%, which is greater than JLGMX's maximum drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for CMGIX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
CMGIX vs. JLGMX - Volatility Comparison
BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX) have volatilities of 5.36% and 5.36%, 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.