JBALX vs. JLGMX
Compare and contrast key facts about JPMorgan Global Allocation Fund Class A (JBALX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
JBALX is managed by JPMorgan. It was launched on Dec 31, 1991. 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
JBALX vs. JLGMX - Performance Comparison
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JBALX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JBALX JPMorgan Global Allocation Fund Class A | -5.36% | 15.00% | 20.78% | 15.45% | -16.56% | 17.28% | 14.40% | 22.60% | 0.71% | 17.83% |
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, JBALX achieves a -5.36% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, JBALX has underperformed JLGMX with an annualized return of 10.14%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
JBALX
- 1D
- 1.58%
- 1M
- -4.89%
- YTD
- -5.36%
- 6M
- -4.13%
- 1Y
- 10.65%
- 3Y*
- 12.97%
- 5Y*
- 7.67%
- 10Y*
- 10.14%
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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JBALX vs. JLGMX - Expense Ratio Comparison
JBALX has a 0.96% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
JBALX vs. JLGMX — Risk / Return Rank
JBALX
JLGMX
JBALX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Global Allocation Fund Class A (JBALX) 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.
| JBALX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.64 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.05 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 0.81 | +0.59 |
Martin ratioReturn relative to average drawdown | 5.59 | 2.47 | +3.11 |
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
| JBALX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.64 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.53 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.91 | 0.85 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.80 | -0.16 |
Correlation
The correlation between JBALX 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
JBALX vs. JLGMX - Dividend Comparison
JBALX's dividend yield for the trailing twelve months is around 8.81%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JBALX JPMorgan Global Allocation Fund Class A | 8.81% | 8.80% | 11.84% | 2.28% | 2.00% | 4.54% | 2.54% | 2.91% | 7.14% | 4.69% | 4.55% | 5.87% |
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
JBALX vs. JLGMX - Drawdown Comparison
The maximum JBALX drawdown since its inception was -33.98%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for JBALX and JLGMX.
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Drawdown Indicators
| JBALX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.98% | -31.82% | -2.16% |
Max Drawdown (1Y)Largest decline over 1 year | -8.12% | -16.73% | +8.61% |
Max Drawdown (5Y)Largest decline over 5 years | -21.50% | -31.13% | +9.63% |
Max Drawdown (10Y)Largest decline over 10 years | -22.49% | -31.82% | +9.33% |
Current DrawdownCurrent decline from peak | -6.67% | -13.83% | +7.16% |
Average DrawdownAverage peak-to-trough decline | -5.47% | -5.82% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.04% | 5.51% | -3.47% |
Volatility
JBALX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan Global Allocation Fund Class A (JBALX) is 3.80%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that JBALX experiences smaller price fluctuations and is considered to be less risky 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
| JBALX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 6.48% | -2.68% |
Volatility (6M)Calculated over the trailing 6-month period | 6.64% | 12.54% | -5.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.09% | 21.14% | -9.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.30% | 20.25% | -8.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.20% | 21.54% | -10.34% |