FLMVX vs. JLGMX
Compare and contrast key facts about JPMorgan Mid Cap Value Fund (FLMVX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
FLMVX is managed by JPMorgan. It was launched on Nov 13, 1997. 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
FLMVX vs. JLGMX - Performance Comparison
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FLMVX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLMVX JPMorgan Mid Cap Value Fund | 2.16% | 5.17% | 27.75% | 11.38% | -8.11% | 29.89% | 0.36% | 26.67% | -11.66% | 13.67% |
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, FLMVX achieves a 2.16% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, FLMVX has underperformed JLGMX with an annualized return of 9.84%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
FLMVX
- 1D
- 1.81%
- 1M
- -5.37%
- YTD
- 2.16%
- 6M
- 3.42%
- 1Y
- 9.29%
- 3Y*
- 15.22%
- 5Y*
- 9.31%
- 10Y*
- 9.84%
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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FLMVX vs. JLGMX - Expense Ratio Comparison
FLMVX has a 0.75% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
FLMVX vs. JLGMX — Risk / Return Rank
FLMVX
JLGMX
FLMVX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Value Fund (FLMVX) 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.
| FLMVX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.64 | -0.05 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.05 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.15 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.81 | +0.07 |
Martin ratioReturn relative to average drawdown | 3.78 | 2.47 | +1.31 |
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
| FLMVX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.64 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.53 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.85 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.80 | -0.18 |
Correlation
The correlation between FLMVX and JLGMX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FLMVX vs. JLGMX - Dividend Comparison
FLMVX's dividend yield for the trailing twelve months is around 20.71%, more than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLMVX JPMorgan Mid Cap Value Fund | 20.71% | 21.16% | 23.25% | 6.10% | 11.73% | 14.98% | 7.73% | 5.20% | 8.30% | 2.71% | 7.04% | 6.69% |
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
FLMVX vs. JLGMX - Drawdown Comparison
The maximum FLMVX drawdown since its inception was -54.72%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for FLMVX and JLGMX.
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Drawdown Indicators
| FLMVX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.72% | -31.82% | -22.90% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -16.73% | +4.91% |
Max Drawdown (5Y)Largest decline over 5 years | -25.59% | -31.13% | +5.54% |
Max Drawdown (10Y)Largest decline over 10 years | -43.06% | -31.82% | -11.24% |
Current DrawdownCurrent decline from peak | -5.51% | -13.83% | +8.32% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -5.82% | -0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 5.51% | -2.74% |
Volatility
FLMVX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan Mid Cap Value Fund (FLMVX) is 4.42%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that FLMVX 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.
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Volatility by Period
| FLMVX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 6.48% | -2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.85% | 12.54% | -3.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.53% | 21.14% | -4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.40% | 20.25% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.44% | 21.54% | -1.10% |