HLGEX vs. JLGMX
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund (HLGEX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
HLGEX is managed by JPMorgan. It was launched on Mar 2, 1989. 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
HLGEX vs. JLGMX - Performance Comparison
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HLGEX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLGEX JPMorgan Mid Cap Growth Fund | -5.79% | 8.65% | 22.80% | 23.11% | -27.08% | 10.67% | 48.33% | 39.73% | -5.07% | 29.51% |
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, HLGEX achieves a -5.79% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, HLGEX has underperformed JLGMX with an annualized return of 12.70%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
HLGEX
- 1D
- 3.94%
- 1M
- -6.15%
- YTD
- -5.79%
- 6M
- -8.32%
- 1Y
- 11.90%
- 3Y*
- 12.84%
- 5Y*
- 3.94%
- 10Y*
- 12.70%
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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HLGEX vs. JLGMX - Expense Ratio Comparison
HLGEX has a 0.89% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
HLGEX vs. JLGMX — Risk / Return Rank
HLGEX
JLGMX
HLGEX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund (HLGEX) 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.
| HLGEX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.64 | -0.08 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.05 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.15 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.81 | +0.05 |
Martin ratioReturn relative to average drawdown | 2.75 | 2.47 | +0.28 |
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
| HLGEX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.64 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.53 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.85 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.80 | -0.31 |
Correlation
The correlation between HLGEX and JLGMX is 0.90, 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. JLGMX - Dividend Comparison
HLGEX's dividend yield for the trailing twelve months is around 10.01%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLGEX JPMorgan Mid Cap Growth Fund | 10.01% | 9.43% | 14.70% | 0.00% | 0.79% | 8.87% | 10.61% | 7.29% | 7.26% | 6.41% | 0.04% | 5.32% |
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
HLGEX vs. JLGMX - Drawdown Comparison
The maximum HLGEX drawdown since its inception was -57.65%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for HLGEX and JLGMX.
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Drawdown Indicators
| HLGEX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.65% | -31.82% | -25.83% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -16.73% | +2.54% |
Max Drawdown (5Y)Largest decline over 5 years | -37.16% | -31.13% | -6.03% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -31.82% | -5.34% |
Current DrawdownCurrent decline from peak | -10.81% | -13.83% | +3.02% |
Average DrawdownAverage peak-to-trough decline | -11.46% | -5.82% | -5.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 5.51% | -1.05% |
Volatility
HLGEX vs. JLGMX - Volatility Comparison
JPMorgan Mid Cap Growth Fund (HLGEX) has a higher volatility of 7.64% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 6.48%. This indicates that HLGEX's price experiences larger fluctuations and is considered to be riskier 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
| HLGEX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 6.48% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 12.54% | +1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.08% | 21.14% | +1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.32% | 20.25% | +2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 21.54% | +0.36% |