JDEUX vs. JLGMX
Compare and contrast key facts about JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
JDEUX is managed by JPMorgan. It was launched on Mar 24, 2003. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDEUX or JLGMX.
Correlation
The correlation between JDEUX 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.
Performance
JDEUX vs. JLGMX - Performance Comparison
Key characteristics
JDEUX:
1.30
JLGMX:
1.44
JDEUX:
1.72
JLGMX:
1.96
JDEUX:
1.25
JLGMX:
1.26
JDEUX:
1.99
JLGMX:
2.03
JDEUX:
5.44
JLGMX:
7.42
JDEUX:
3.30%
JLGMX:
3.61%
JDEUX:
13.78%
JLGMX:
18.60%
JDEUX:
-54.03%
JLGMX:
-39.64%
JDEUX:
-5.17%
JLGMX:
-0.64%
Returns By Period
In the year-to-date period, JDEUX achieves a 3.34% return, which is significantly lower than JLGMX's 4.59% return. Over the past 10 years, JDEUX has underperformed JLGMX with an annualized return of 7.85%, while JLGMX has yielded a comparatively higher 9.40% annualized return.
JDEUX
3.34%
2.05%
3.68%
16.17%
10.52%
7.85%
JLGMX
4.59%
3.11%
12.49%
24.19%
13.65%
9.40%
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JDEUX vs. JLGMX - Expense Ratio Comparison
JDEUX has a 0.25% expense ratio, which is lower than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
JDEUX vs. JLGMX — Risk-Adjusted Performance Rank
JDEUX
JLGMX
JDEUX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) 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.
Dividends
JDEUX vs. JLGMX - Dividend Comparison
JDEUX's dividend yield for the trailing twelve months is around 1.02%, more than JLGMX's 0.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDEUX JPMorgan U.S. Research Enhanced Equity Fund | 1.02% | 1.05% | 1.20% | 1.35% | 1.05% | 1.38% | 1.59% | 1.85% | 1.48% | 1.62% | 1.43% | 1.36% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 0.20% | 0.21% | 0.31% | 0.61% | 0.00% | 0.12% | 0.26% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JDEUX vs. JLGMX - Drawdown Comparison
The maximum JDEUX drawdown since its inception was -54.03%, which is greater than JLGMX's maximum drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for JDEUX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
JDEUX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) is 3.09%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 4.76%. This indicates that JDEUX 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.