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.
Performance
CMGIX vs. JLGMX - Performance Comparison
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CMGIX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMGIX BlackRock Mid-Cap Growth Equity Portfolio | -4.58% | 0.49% | 12.44% | 28.24% | -37.36% | 14.51% | 46.13% | 36.19% | 2.88% | 34.59% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
Returns By Period
In the year-to-date period, CMGIX achieves a -4.58% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, CMGIX has underperformed JLGMX with an annualized return of 11.40%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
CMGIX
- 1D
- 4.24%
- 1M
- -8.56%
- YTD
- -4.58%
- 6M
- -9.13%
- 1Y
- 9.65%
- 3Y*
- 7.48%
- 5Y*
- -0.50%
- 10Y*
- 11.40%
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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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.
Return for Risk
CMGIX vs. JLGMX — Risk / Return Rank
CMGIX
JLGMX
CMGIX vs. JLGMX - Risk-Adjusted Trends 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.
| CMGIX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.64 | -0.23 |
Sortino ratioReturn per unit of downside risk | 0.77 | 1.05 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.15 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 0.81 | -0.27 |
Martin ratioReturn relative to average drawdown | 1.69 | 2.47 | -0.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CMGIX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.64 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.53 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.85 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.80 | -0.41 |
Correlation
The correlation between CMGIX and JLGMX is 0.89, 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.
Dividends
CMGIX vs. JLGMX - Dividend Comparison
CMGIX's dividend yield for the trailing twelve months is around 22.22%, more than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMGIX BlackRock Mid-Cap Growth Equity Portfolio | 22.22% | 21.20% | 0.00% | 0.00% | 0.00% | 4.94% | 0.00% | 0.39% | 4.72% | 3.31% | 0.00% | 2.57% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
CMGIX vs. JLGMX - Drawdown Comparison
The maximum CMGIX drawdown since its inception was -73.85%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for CMGIX and JLGMX.
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Drawdown Indicators
| CMGIX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.85% | -31.82% | -42.03% |
Max Drawdown (1Y)Largest decline over 1 year | -14.90% | -16.73% | +1.83% |
Max Drawdown (5Y)Largest decline over 5 years | -45.96% | -31.13% | -14.83% |
Max Drawdown (10Y)Largest decline over 10 years | -45.96% | -31.82% | -14.14% |
Current DrawdownCurrent decline from peak | -19.08% | -13.83% | -5.25% |
Average DrawdownAverage peak-to-trough decline | -28.76% | -5.82% | -22.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.77% | 5.51% | -0.74% |
Volatility
CMGIX vs. JLGMX - Volatility Comparison
BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 9.67% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 6.48%. This indicates that CMGIX's price experiences larger fluctuations and is considered to be riskier than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMGIX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.67% | 6.48% | +3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 17.04% | 12.54% | +4.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.09% | 21.14% | +4.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.00% | 20.25% | +4.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 21.54% | +1.79% |