HLGEX vs. VONG

In the year-to-date period, HLGEX achieves a 7.44% return, which is significantly higher than VONG's 3.56% return. Over the past 10 years, HLGEX has underperformed VONG with an annualized return of 6.62%, while VONG has yielded a comparatively higher 17.05% annualized return.

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HLGEX has a 0.89% expense ratio, which is higher than VONG's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund (HLGEX) and Vanguard Russell 1000 Growth ETF (VONG). 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.

The current HLGEX Sharpe Ratio is 0.82, which is lower than the VONG Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of HLGEX and VONG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HLGEX has not paid dividends to shareholders, while VONG's dividend yield for the trailing twelve months is around 0.54%.

The maximum HLGEX drawdown since its inception was -67.69%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for HLGEX and VONG. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Mid Cap Growth Fund (HLGEX) is 4.77%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.44%. This indicates that HLGEX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.