GGEYX vs. JLGMX
Compare and contrast key facts about GuideStone Funds Growth Equity Fund (GGEYX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
GGEYX is managed by GuideStone Funds. It was launched on Aug 27, 2001. 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: GGEYX or JLGMX.
Correlation
The correlation between GGEYX and JLGMX is 0.96, 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
GGEYX vs. JLGMX - Performance Comparison
Key characteristics
GGEYX:
0.51
JLGMX:
1.36
GGEYX:
0.75
JLGMX:
1.88
GGEYX:
1.12
JLGMX:
1.25
GGEYX:
0.32
JLGMX:
1.94
GGEYX:
1.76
JLGMX:
7.09
GGEYX:
5.83%
JLGMX:
3.60%
GGEYX:
20.11%
JLGMX:
18.74%
GGEYX:
-54.52%
JLGMX:
-39.64%
GGEYX:
-23.89%
JLGMX:
-2.31%
Returns By Period
In the year-to-date period, GGEYX achieves a 2.37% return, which is significantly lower than JLGMX's 2.82% return. Over the past 10 years, GGEYX has underperformed JLGMX with an annualized return of 0.86%, while JLGMX has yielded a comparatively higher 9.42% annualized return.
GGEYX
2.37%
1.59%
5.14%
8.52%
0.36%
0.86%
JLGMX
2.82%
1.57%
16.07%
23.24%
14.02%
9.42%
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GGEYX vs. JLGMX - Expense Ratio Comparison
GGEYX has a 0.65% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
GGEYX vs. JLGMX — Risk-Adjusted Performance Rank
GGEYX
JLGMX
GGEYX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Growth Equity Fund (GGEYX) 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
GGEYX vs. JLGMX - Dividend Comparison
GGEYX 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 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
GGEYX GuideStone Funds Growth Equity Fund | 0.00% | 0.00% | 0.05% | 0.00% | 0.00% | 0.15% | 0.10% | 0.05% | 0.07% | 0.08% | 0.00% | 7.97% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 0.20% | 0.21% | 0.31% | 0.61% | 0.00% | 0.12% | 0.26% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GGEYX vs. JLGMX - Drawdown Comparison
The maximum GGEYX drawdown since its inception was -54.52%, which is greater than JLGMX's maximum drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for GGEYX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
GGEYX vs. JLGMX - Volatility Comparison
GuideStone Funds Growth Equity Fund (GGEYX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX) have volatilities of 5.24% and 5.47%, 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.