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JCMAX vs. HLGEX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

JCMAX vs. HLGEX

Last updated May 12, 2025

Compare and contrast key facts about JPMorgan Mid Cap Equity Fund Class A (JCMAX) and JPMorgan Mid Cap Growth Fund (HLGEX).

JCMAX is managed by JPMorgan Chase. It was launched on Nov 2, 2009. HLGEX is managed by JPMorgan Chase. It was launched on Mar 2, 1989.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JCMAX or HLGEX.

Correlation

The correlation between JCMAX and HLGEX is 1.00, 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

JCMAX vs. HLGEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Mid Cap Equity Fund Class A (JCMAX) and JPMorgan Mid Cap Growth Fund (HLGEX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

JCMAX:

13.57%

HLGEX:

19.86%

Max Drawdown

JCMAX:

-0.87%

HLGEX:

-1.25%

Current Drawdown

JCMAX:

-0.42%

HLGEX:

-0.66%

Returns By Period

JCMAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

HLGEX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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JCMAX vs. HLGEX - Expense Ratio Comparison

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

JCMAX
JPMorgan Mid Cap Equity Fund Class A
HLGEX
JPMorgan Mid Cap Growth Fund

Risk-Adjusted Performance

JCMAX vs. HLGEX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
JCMAX
The Risk-Adjusted Performance Rank of JCMAX is 2424
Overall Rank
The Sharpe Ratio Rank of JCMAX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of JCMAX is 2525
Sortino Ratio Rank
The Omega Ratio Rank of JCMAX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of JCMAX is 2424
Calmar Ratio Rank
The Martin Ratio Rank of JCMAX is 2424
Martin Ratio Rank
HLGEX
The Risk-Adjusted Performance Rank of HLGEX is 1818
Overall Rank
The Sharpe Ratio Rank of HLGEX is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of HLGEX is 1919
Sortino Ratio Rank
The Omega Ratio Rank of HLGEX is 1919
Omega Ratio Rank
The Calmar Ratio Rank of HLGEX is 1717
Calmar Ratio Rank
The Martin Ratio Rank of HLGEX is 1717
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

JCMAX vs. HLGEX - Risk-Adjusted Performance Comparison

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.

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Dividends

JCMAX vs. HLGEX - Dividend Comparison

JCMAX's dividend yield for the trailing twelve months is around 0.25%, while HLGEX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
JCMAX
JPMorgan Mid Cap Equity Fund Class A		0.25%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HLGEX
JPMorgan Mid Cap Growth Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

JCMAX vs. HLGEX - Drawdown Comparison

The maximum JCMAX drawdown since its inception was -0.87%, smaller than the maximum HLGEX drawdown of -1.25%. Use the drawdown chart below to compare losses from any high point for JCMAX and HLGEX. For additional features, visit the drawdowns tool.

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Volatility

JCMAX vs. HLGEX - Volatility Comparison

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