HLGEX vs. VFIFX
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund (HLGEX) and Vanguard Target Retirement 2050 Fund (VFIFX).
HLGEX is managed by JPMorgan Chase. It was launched on Mar 2, 1989. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLGEX or VFIFX.
Key characteristics
| HLGEX | VFIFX | |
|---|---|---|
| YTD Return | 7.16% | 8.33% |
| 1Y Return | 22.41% | 20.57% |
| 3Y Return (Ann) | 2.62% | 5.08% |
| 5Y Return (Ann) | 12.55% | 10.31% |
| 10Y Return (Ann) | 12.00% | 8.69% |
| Sharpe Ratio | 1.62 | 1.92 |
| Daily Std Dev | 15.10% | 10.98% |
| Max Drawdown | -57.65% | -51.68% |
| Current Drawdown | -9.41% | 0.00% |
Correlation
The correlation between HLGEX and VFIFX 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.
Performance
HLGEX vs. VFIFX - Performance Comparison
In the year-to-date period, HLGEX achieves a 7.16% return, which is significantly lower than VFIFX's 8.33% return. Over the past 10 years, HLGEX has outperformed VFIFX with an annualized return of 12.00%, while VFIFX has yielded a comparatively lower 8.69% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HLGEX vs. VFIFX - Expense Ratio Comparison
HLGEX has a 0.89% expense ratio, which is higher than VFIFX's 0.08% expense ratio.
Risk-Adjusted Performance
HLGEX vs. VFIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund (HLGEX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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. VFIFX - Dividend Comparison
HLGEX has not paid dividends to shareholders, while VFIFX's dividend yield for the trailing twelve months is around 2.04%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLGEX JPMorgan Mid Cap Growth Fund | 0.00% | 0.00% | 0.79% | 8.87% | 10.61% | 7.29% | 7.26% | 6.41% | 0.04% | 5.32% | 9.91% | 9.97% |
VFIFX Vanguard Target Retirement 2050 Fund | 2.04% | 2.21% | 2.38% | 12.83% | 1.84% | 2.20% | 2.51% | 1.92% | 2.04% | 2.36% | 2.03% | 1.84% |
Drawdowns
HLGEX vs. VFIFX - Drawdown Comparison
The maximum HLGEX drawdown since its inception was -57.65%, which is greater than VFIFX's maximum drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for HLGEX and VFIFX. For additional features, visit the drawdowns tool.
Volatility
HLGEX vs. VFIFX - Volatility Comparison
JPMorgan Mid Cap Growth Fund (HLGEX) has a higher volatility of 4.24% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 2.89%. This indicates that HLGEX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.