CMGIX vs. JLGMX

In the year-to-date period, CMGIX achieves a -0.37% return, which is significantly higher than JLGMX's -0.61% return. Both investments have delivered pretty close results over the past 10 years, with CMGIX having a 8.86% annualized return and JLGMX not far behind at 8.46%.

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CMGIX has a 0.80% expense ratio, which is higher than JLGMX's 0.44% expense ratio.

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.

The current CMGIX Sharpe Ratio is 0.28, which is lower than the JLGMX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of CMGIX and JLGMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CMGIX has not paid dividends to shareholders, while JLGMX's dividend yield for the trailing twelve months is around 0.21%.

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.

BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) has a higher volatility of 8.01% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 6.27%. 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.