HLGEX vs. IMCG
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund (HLGEX) and iShares Morningstar Mid-Cap Growth ETF (IMCG).
HLGEX is managed by JPMorgan Chase. It was launched on Mar 2, 1989. IMCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Mid Cap Broad Growth Index. It was launched on Jun 28, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLGEX or IMCG.
Correlation
The correlation between HLGEX and IMCG is 0.95, 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. IMCG - Performance Comparison
Key characteristics
HLGEX:
0.65
IMCG:
1.57
HLGEX:
0.94
IMCG:
2.16
HLGEX:
1.13
IMCG:
1.27
HLGEX:
0.45
IMCG:
1.38
HLGEX:
3.02
IMCG:
8.07
HLGEX:
3.91%
IMCG:
2.84%
HLGEX:
18.03%
IMCG:
14.62%
HLGEX:
-67.69%
IMCG:
-58.96%
HLGEX:
-16.38%
IMCG:
-5.41%
Returns By Period
In the year-to-date period, HLGEX achieves a 9.24% return, which is significantly lower than IMCG's 20.26% return. Over the past 10 years, HLGEX has underperformed IMCG with an annualized return of 6.06%, while IMCG has yielded a comparatively higher 12.07% annualized return.
HLGEX
9.24%
-7.38%
2.72%
9.93%
5.70%
6.06%
IMCG
20.26%
-1.04%
13.49%
21.16%
12.62%
12.07%
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HLGEX vs. IMCG - Expense Ratio Comparison
HLGEX has a 0.89% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Risk-Adjusted Performance
HLGEX vs. IMCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund (HLGEX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). 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. IMCG - Dividend Comparison
HLGEX has not paid dividends to shareholders, while IMCG's dividend yield for the trailing twelve months is around 0.77%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLGEX JPMorgan Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.77% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% | 0.60% | 0.36% |
Drawdowns
HLGEX vs. IMCG - Drawdown Comparison
The maximum HLGEX drawdown since its inception was -67.69%, which is greater than IMCG's maximum drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for HLGEX and IMCG. For additional features, visit the drawdowns tool.
Volatility
HLGEX vs. IMCG - Volatility Comparison
JPMorgan Mid Cap Growth Fund (HLGEX) has a higher volatility of 9.68% compared to iShares Morningstar Mid-Cap Growth ETF (IMCG) at 5.57%. This indicates that HLGEX's price experiences larger fluctuations and is considered to be riskier than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.