JCMAX vs. BIGTX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund Class A (JCMAX) and The Texas Fund (BIGTX).
JCMAX is managed by JPMorgan. It was launched on Nov 2, 2009. BIGTX is managed by Monteagle Funds. It was launched on Sep 17, 2013.
Performance
JCMAX vs. BIGTX - Performance Comparison
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JCMAX vs. BIGTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCMAX JPMorgan Mid Cap Equity Fund Class A | -0.34% | 5.82% | 18.44% | 15.87% | -16.24% | 19.67% | 22.33% | 32.37% | -8.43% | 20.96% |
BIGTX The Texas Fund | 9.34% | 5.98% | 15.76% | 11.32% | -6.93% | 23.90% | 13.11% | 9.61% | -11.44% | 11.58% |
Returns By Period
In the year-to-date period, JCMAX achieves a -0.34% return, which is significantly lower than BIGTX's 9.34% return. Over the past 10 years, JCMAX has outperformed BIGTX with an annualized return of 10.72%, while BIGTX has yielded a comparatively lower 9.58% annualized return.
JCMAX
- 1D
- 2.40%
- 1M
- -5.63%
- YTD
- -0.34%
- 6M
- -0.45%
- 1Y
- 9.96%
- 3Y*
- 11.95%
- 5Y*
- 5.78%
- 10Y*
- 10.72%
BIGTX
- 1D
- 2.09%
- 1M
- -3.58%
- YTD
- 9.34%
- 6M
- 4.74%
- 1Y
- 22.70%
- 3Y*
- 14.81%
- 5Y*
- 7.05%
- 10Y*
- 9.58%
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JCMAX vs. BIGTX - Expense Ratio Comparison
JCMAX has a 1.14% expense ratio, which is lower than BIGTX's 1.67% expense ratio.
Return for Risk
JCMAX vs. BIGTX — Risk / Return Rank
JCMAX
BIGTX
JCMAX vs. BIGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class A (JCMAX) and The Texas Fund (BIGTX). 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.
| JCMAX | BIGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 1.33 | -0.73 |
Sortino ratioReturn per unit of downside risk | 0.97 | 1.91 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.26 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 2.06 | -1.18 |
Martin ratioReturn relative to average drawdown | 3.89 | 8.80 | -4.91 |
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
| JCMAX | BIGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 1.33 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.01 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.01 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.01 | +0.64 |
Correlation
The correlation between JCMAX and BIGTX is 0.85, 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
JCMAX vs. BIGTX - Dividend Comparison
JCMAX's dividend yield for the trailing twelve months is around 6.18%, less than BIGTX's 6.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCMAX JPMorgan Mid Cap Equity Fund Class A | 6.18% | 6.16% | 8.60% | 0.31% | 2.63% | 7.65% | 11.63% | 8.54% | 12.89% | 5.69% | 3.23% | 5.06% |
BIGTX The Texas Fund | 6.75% | 7.38% | 3.52% | 2.51% | 3.06% | 5.27% | 0.07% | 0.08% | 2.27% | 0.00% | 0.00% | 0.00% |
Drawdowns
JCMAX vs. BIGTX - Drawdown Comparison
The maximum JCMAX drawdown since its inception was -38.33%, smaller than the maximum BIGTX drawdown of -97.22%. Use the drawdown chart below to compare losses from any high point for JCMAX and BIGTX.
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Drawdown Indicators
| JCMAX | BIGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.33% | -97.22% | +58.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -11.70% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -25.26% | -97.22% | +71.96% |
Max Drawdown (10Y)Largest decline over 10 years | -38.33% | -97.22% | +58.89% |
Current DrawdownCurrent decline from peak | -6.06% | -96.18% | +90.12% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -18.89% | +13.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.74% | +0.05% |
Volatility
JCMAX vs. BIGTX - Volatility Comparison
JPMorgan Mid Cap Equity Fund Class A (JCMAX) and The Texas Fund (BIGTX) have volatilities of 5.20% and 5.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCMAX | BIGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 5.26% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 10.77% | -1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.68% | 17.93% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 1,245.70% | -1,228.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.60% | 880.79% | -861.19% |