JATIX vs. JLGMX
Compare and contrast key facts about Janus Henderson Global Technology and Innovation Fund Class I (JATIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
JATIX is managed by Janus Henderson. It was launched on Dec 31, 1998. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JATIX or JLGMX.
Correlation
The correlation between JATIX and JLGMX is 0.92, 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
JATIX vs. JLGMX - Performance Comparison
Key characteristics
JATIX:
0.57
JLGMX:
1.44
JATIX:
0.85
JLGMX:
1.96
JATIX:
1.12
JLGMX:
1.26
JATIX:
0.83
JLGMX:
2.03
JATIX:
1.94
JLGMX:
7.42
JATIX:
6.87%
JLGMX:
3.61%
JATIX:
23.60%
JLGMX:
18.60%
JATIX:
-53.87%
JLGMX:
-39.64%
JATIX:
-10.38%
JLGMX:
-0.64%
Returns By Period
In the year-to-date period, JATIX achieves a 4.37% return, which is significantly lower than JLGMX's 4.59% return. Over the past 10 years, JATIX has outperformed JLGMX with an annualized return of 11.33%, while JLGMX has yielded a comparatively lower 9.22% annualized return.
JATIX
4.37%
2.56%
-2.64%
11.92%
8.74%
11.33%
JLGMX
4.59%
2.40%
11.19%
25.09%
13.33%
9.22%
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JATIX vs. JLGMX - Expense Ratio Comparison
JATIX has a 0.76% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
JATIX vs. JLGMX — Risk-Adjusted Performance Rank
JATIX
JLGMX
JATIX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Global Technology and Innovation Fund Class I (JATIX) 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.
Dividends
JATIX vs. JLGMX - Dividend Comparison
JATIX has not paid dividends to shareholders, while JLGMX's dividend yield for the trailing twelve months is around 0.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JATIX Janus Henderson Global Technology and Innovation Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.15% | 0.60% | 0.23% | 0.05% | 0.00% | 0.50% | 0.23% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 0.20% | 0.21% | 0.31% | 0.61% | 0.00% | 0.12% | 0.26% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JATIX vs. JLGMX - Drawdown Comparison
The maximum JATIX drawdown since its inception was -53.87%, which is greater than JLGMX's maximum drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for JATIX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
JATIX vs. JLGMX - Volatility Comparison
Janus Henderson Global Technology and Innovation Fund Class I (JATIX) has a higher volatility of 6.57% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 4.76%. This indicates that JATIX'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.