JDEUX vs. RGAGX
Compare and contrast key facts about JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
JDEUX is managed by JPMorgan. It was launched on Mar 24, 2003. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
JDEUX vs. RGAGX - Performance Comparison
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JDEUX vs. RGAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JDEUX JPMorgan U.S. Research Enhanced Equity Fund | -5.01% | 16.42% | 31.20% | 28.29% | -18.04% | 30.45% | 20.76% | 31.33% | -5.45% | 21.64% |
RGAGX American Funds The Growth Fund of America Class R-6 | -7.99% | 20.08% | 28.41% | 37.66% | -30.53% | 19.67% | 38.30% | 29.22% | -2.88% | 26.53% |
Returns By Period
In the year-to-date period, JDEUX achieves a -5.01% return, which is significantly higher than RGAGX's -7.99% return. Both investments have delivered pretty close results over the past 10 years, with JDEUX having a 14.82% annualized return and RGAGX not far behind at 14.74%.
JDEUX
- 1D
- 2.87%
- 1M
- -5.30%
- YTD
- -5.01%
- 6M
- -2.88%
- 1Y
- 15.87%
- 3Y*
- 19.88%
- 5Y*
- 12.95%
- 10Y*
- 14.82%
RGAGX
- 1D
- 3.55%
- 1M
- -6.32%
- YTD
- -7.99%
- 6M
- -7.03%
- 1Y
- 17.19%
- 3Y*
- 20.63%
- 5Y*
- 9.29%
- 10Y*
- 14.74%
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JDEUX vs. RGAGX - Expense Ratio Comparison
JDEUX has a 0.25% expense ratio, which is lower than RGAGX's 0.30% expense ratio.
Return for Risk
JDEUX vs. RGAGX — Risk / Return Rank
JDEUX
RGAGX
JDEUX vs. RGAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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.
| JDEUX | RGAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.86 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.37 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.29 | +0.09 |
Martin ratioReturn relative to average drawdown | 6.47 | 4.90 | +1.57 |
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
| JDEUX | RGAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.86 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.46 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.75 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.80 | -0.21 |
Correlation
The correlation between JDEUX and RGAGX is 0.95, 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
JDEUX vs. RGAGX - Dividend Comparison
JDEUX's dividend yield for the trailing twelve months is around 5.70%, less than RGAGX's 11.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDEUX JPMorgan U.S. Research Enhanced Equity Fund | 5.70% | 5.41% | 11.31% | 1.33% | 2.90% | 13.06% | 3.99% | 11.40% | 14.27% | 1.48% | 1.62% | 5.87% |
RGAGX American Funds The Growth Fund of America Class R-6 | 11.95% | 10.99% | 9.29% | 7.70% | 4.44% | 8.49% | 4.57% | 7.93% | 12.36% | 7.34% | 6.95% | 9.22% |
Drawdowns
JDEUX vs. RGAGX - Drawdown Comparison
The maximum JDEUX drawdown since its inception was -54.37%, which is greater than RGAGX's maximum drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for JDEUX and RGAGX.
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Drawdown Indicators
| JDEUX | RGAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.37% | -36.19% | -18.18% |
Max Drawdown (1Y)Largest decline over 1 year | -12.21% | -13.71% | +1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -31.27% | -36.19% | +4.92% |
Max Drawdown (10Y)Largest decline over 10 years | -34.71% | -36.19% | +1.48% |
Current DrawdownCurrent decline from peak | -6.61% | -10.64% | +4.03% |
Average DrawdownAverage peak-to-trough decline | -7.45% | -5.53% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 3.62% | -1.00% |
Volatility
JDEUX vs. RGAGX - Volatility Comparison
The current volatility for JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) is 5.38%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 6.74%. This indicates that JDEUX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JDEUX | RGAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 6.74% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 12.12% | -2.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 21.00% | -2.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.82% | 20.23% | -1.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.74% | 19.64% | +0.10% |