HLGEX vs. JCMAX
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund (HLGEX) and JPMorgan Mid Cap Equity Fund Class A (JCMAX).
HLGEX is managed by JPMorgan. It was launched on Mar 2, 1989. JCMAX is managed by JPMorgan. It was launched on Nov 2, 2009.
Performance
HLGEX vs. JCMAX - Performance Comparison
Loading graphics...
HLGEX vs. JCMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLGEX JPMorgan Mid Cap Growth Fund | -9.35% | 8.65% | 22.80% | 23.11% | -27.08% | 10.67% | 48.33% | 39.73% | -5.07% | 29.51% |
JCMAX JPMorgan Mid Cap Equity Fund Class A | -2.67% | 5.82% | 18.44% | 15.87% | -16.24% | 19.67% | 22.33% | 32.37% | -8.43% | 20.96% |
Returns By Period
In the year-to-date period, HLGEX achieves a -9.35% return, which is significantly lower than JCMAX's -2.67% return. Over the past 10 years, HLGEX has outperformed JCMAX with an annualized return of 12.27%, while JCMAX has yielded a comparatively lower 10.46% annualized return.
HLGEX
- 1D
- -1.19%
- 1M
- -9.76%
- YTD
- -9.35%
- 6M
- -12.03%
- 1Y
- 8.52%
- 3Y*
- 11.39%
- 5Y*
- 3.47%
- 10Y*
- 12.27%
JCMAX
- 1D
- -0.50%
- 1M
- -7.88%
- YTD
- -2.67%
- 6M
- -3.02%
- 1Y
- 7.87%
- 3Y*
- 11.07%
- 5Y*
- 5.58%
- 10Y*
- 10.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HLGEX vs. JCMAX - Expense Ratio Comparison
HLGEX has a 0.89% expense ratio, which is lower than JCMAX's 1.14% expense ratio.
Return for Risk
HLGEX vs. JCMAX — Risk / Return Rank
HLGEX
JCMAX
HLGEX vs. JCMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund (HLGEX) and JPMorgan Mid Cap Equity Fund Class A (JCMAX). 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.
| HLGEX | JCMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.35 | 0.47 | -0.12 |
Sortino ratioReturn per unit of downside risk | 0.66 | 0.79 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.11 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 0.53 | -0.13 |
Martin ratioReturn relative to average drawdown | 1.31 | 2.38 | -1.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HLGEX | JCMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.35 | 0.47 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.32 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.54 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.64 | -0.16 |
Correlation
The correlation between HLGEX and JCMAX 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.
Dividends
HLGEX vs. JCMAX - Dividend Comparison
HLGEX's dividend yield for the trailing twelve months is around 10.40%, more than JCMAX's 6.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLGEX JPMorgan Mid Cap Growth Fund | 10.40% | 9.43% | 14.70% | 0.00% | 0.79% | 8.87% | 10.61% | 7.29% | 7.26% | 6.41% | 0.04% | 5.32% |
JCMAX JPMorgan Mid Cap Equity Fund Class A | 6.33% | 6.16% | 8.60% | 0.31% | 2.63% | 7.65% | 11.63% | 8.54% | 12.89% | 5.69% | 3.23% | 5.06% |
Drawdowns
HLGEX vs. JCMAX - Drawdown Comparison
The maximum HLGEX drawdown since its inception was -57.65%, which is greater than JCMAX's maximum drawdown of -38.33%. Use the drawdown chart below to compare losses from any high point for HLGEX and JCMAX.
Loading graphics...
Drawdown Indicators
| HLGEX | JCMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.65% | -38.33% | -19.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -12.34% | -1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -37.16% | -25.26% | -11.90% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -38.33% | +1.17% |
Current DrawdownCurrent decline from peak | -14.19% | -8.26% | -5.93% |
Average DrawdownAverage peak-to-trough decline | -11.46% | -5.19% | -6.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | 2.77% | +1.63% |
Volatility
HLGEX vs. JCMAX - Volatility Comparison
JPMorgan Mid Cap Growth Fund (HLGEX) has a higher volatility of 6.28% compared to JPMorgan Mid Cap Equity Fund Class A (JCMAX) at 4.42%. This indicates that HLGEX's price experiences larger fluctuations and is considered to be riskier than JCMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HLGEX | JCMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 4.42% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 13.18% | 9.17% | +4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.79% | 17.55% | +5.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.26% | 17.41% | +4.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.87% | 19.59% | +2.28% |