HLGEX vs. AMAGX
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund (HLGEX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
HLGEX is managed by JPMorgan Chase. It was launched on Mar 2, 1989. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLGEX or AMAGX.
Correlation
The correlation between HLGEX and AMAGX is 0.87, 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
HLGEX vs. AMAGX - Performance Comparison
Key characteristics
HLGEX:
0.82
AMAGX:
0.75
HLGEX:
1.14
AMAGX:
1.10
HLGEX:
1.16
AMAGX:
1.14
HLGEX:
0.59
AMAGX:
1.11
HLGEX:
2.94
AMAGX:
3.30
HLGEX:
5.05%
AMAGX:
3.67%
HLGEX:
18.12%
AMAGX:
16.05%
HLGEX:
-67.69%
AMAGX:
-57.64%
HLGEX:
-12.07%
AMAGX:
-4.58%
Returns By Period
In the year-to-date period, HLGEX achieves a 7.44% return, which is significantly higher than AMAGX's 3.17% return. Over the past 10 years, HLGEX has underperformed AMAGX with an annualized return of 6.62%, while AMAGX has yielded a comparatively higher 9.54% annualized return.
HLGEX
7.44%
5.33%
10.75%
13.74%
5.85%
6.62%
AMAGX
3.17%
1.25%
2.37%
11.54%
12.49%
9.54%
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HLGEX vs. AMAGX - Expense Ratio Comparison
HLGEX has a 0.89% expense ratio, which is lower than AMAGX's 0.91% expense ratio.
Risk-Adjusted Performance
HLGEX vs. AMAGX — Risk-Adjusted Performance Rank
HLGEX
AMAGX
HLGEX vs. AMAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund (HLGEX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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
HLGEX vs. AMAGX - Dividend Comparison
Neither HLGEX nor AMAGX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLGEX JPMorgan Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.00% | 0.00% | 0.16% | 0.17% | 0.07% | 0.22% | 0.36% | 0.47% | 0.49% | 0.75% | 0.54% | 0.37% |
Drawdowns
HLGEX vs. AMAGX - Drawdown Comparison
The maximum HLGEX drawdown since its inception was -67.69%, which is greater than AMAGX's maximum drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for HLGEX and AMAGX. For additional features, visit the drawdowns tool.
Volatility
HLGEX vs. AMAGX - Volatility Comparison
The current volatility for JPMorgan Mid Cap Growth Fund (HLGEX) is 4.77%, while Amana Mutual Funds Trust Growth Fund (AMAGX) has a volatility of 5.84%. This indicates that HLGEX experiences smaller price fluctuations and is considered to be less risky than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.