JCMAX vs. JLGMX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund Class A (JCMAX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
JCMAX is managed by JPMorgan. It was launched on Nov 2, 2009. 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
JCMAX vs. JLGMX - Performance Comparison
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JCMAX vs. JLGMX - 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% |
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, JCMAX achieves a -0.34% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, JCMAX has underperformed JLGMX with an annualized return of 10.72%, while JLGMX has yielded a comparatively higher 18.24% 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%
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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JCMAX vs. JLGMX - Expense Ratio Comparison
JCMAX has a 1.14% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
JCMAX vs. JLGMX — Risk / Return Rank
JCMAX
JLGMX
JCMAX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class A (JCMAX) 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.
| JCMAX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.64 | -0.04 |
Sortino ratioReturn per unit of downside risk | 0.97 | 1.05 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.15 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.81 | +0.06 |
Martin ratioReturn relative to average drawdown | 3.89 | 2.47 | +1.41 |
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 | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.64 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.53 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.85 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.80 | -0.15 |
Correlation
The correlation between JCMAX and JLGMX is 0.84, 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. JLGMX - Dividend Comparison
JCMAX's dividend yield for the trailing twelve months is around 6.18%, less than JLGMX's 12.06% 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% |
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
JCMAX vs. JLGMX - Drawdown Comparison
The maximum JCMAX drawdown since its inception was -38.33%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for JCMAX and JLGMX.
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Drawdown Indicators
| JCMAX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.33% | -31.82% | -6.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -16.73% | +4.39% |
Max Drawdown (5Y)Largest decline over 5 years | -25.26% | -31.13% | +5.87% |
Max Drawdown (10Y)Largest decline over 10 years | -38.33% | -31.82% | -6.51% |
Current DrawdownCurrent decline from peak | -6.06% | -13.83% | +7.77% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -5.82% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 5.51% | -2.72% |
Volatility
JCMAX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan Mid Cap Equity Fund Class A (JCMAX) is 5.20%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that JCMAX 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
| JCMAX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 6.48% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 12.54% | -3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.68% | 21.14% | -3.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 20.25% | -2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.60% | 21.54% | -1.94% |