JCMAX vs. HLGEX

In the year-to-date period, JCMAX achieves a 4.65% return, which is significantly lower than HLGEX's 7.98% return. Over the past 10 years, JCMAX has underperformed HLGEX with an annualized return of 3.61%, while HLGEX has yielded a comparatively higher 6.20% annualized return.

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JCMAX has a 1.14% expense ratio, which is higher than HLGEX's 0.89% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class A (JCMAX) and JPMorgan Mid Cap Growth Fund (HLGEX). 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 JCMAX Sharpe Ratio is 0.90, which is higher than the HLGEX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of JCMAX and HLGEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JCMAX's dividend yield for the trailing twelve months is around 0.23%, while HLGEX has not paid dividends to shareholders.

The maximum JCMAX drawdown since its inception was -40.99%, smaller than the maximum HLGEX drawdown of -67.69%. Use the drawdown chart below to compare losses from any high point for JCMAX and HLGEX. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Mid Cap Equity Fund Class A (JCMAX) is 2.90%, while JPMorgan Mid Cap Growth Fund (HLGEX) has a volatility of 4.93%. This indicates that JCMAX experiences smaller price fluctuations and is considered to be less risky than HLGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.