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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDEUX or RGAGX.
Correlation
The correlation between JDEUX and RGAGX is 0.94, 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. RGAGX - Performance Comparison
Key characteristics
JDEUX:
1.24
RGAGX:
0.98
JDEUX:
1.64
RGAGX:
1.24
JDEUX:
1.24
RGAGX:
1.22
JDEUX:
1.89
RGAGX:
0.96
JDEUX:
5.13
RGAGX:
4.26
JDEUX:
3.31%
RGAGX:
4.33%
JDEUX:
13.79%
RGAGX:
18.91%
JDEUX:
-54.03%
RGAGX:
-41.74%
JDEUX:
-4.98%
RGAGX:
-6.27%
Returns By Period
In the year-to-date period, JDEUX achieves a 3.55% return, which is significantly lower than RGAGX's 6.60% return. Over the past 10 years, JDEUX has outperformed RGAGX with an annualized return of 7.78%, while RGAGX has yielded a comparatively lower 6.80% annualized return.
JDEUX
3.55%
1.56%
3.13%
16.97%
10.57%
7.78%
RGAGX
6.60%
3.10%
6.43%
18.44%
8.33%
6.80%
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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.
Risk-Adjusted Performance
JDEUX vs. RGAGX — Risk-Adjusted Performance Rank
JDEUX
RGAGX
JDEUX vs. RGAGX - Risk-Adjusted Performance 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.
Dividends
JDEUX vs. RGAGX - Dividend Comparison
JDEUX's dividend yield for the trailing twelve months is around 1.02%, more than RGAGX's 0.68% 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 0.68% | 0.73% | 0.89% | 0.72% | 0.40% | 0.53% | 1.26% | 1.09% | 0.82% | 0.93% | 1.00% | 10.99% |
Drawdowns
JDEUX vs. RGAGX - Drawdown Comparison
The maximum JDEUX drawdown since its inception was -54.03%, which is greater than RGAGX's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for JDEUX and RGAGX. For additional features, visit the drawdowns tool.
Volatility
JDEUX vs. RGAGX - Volatility Comparison
The current volatility for JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) is 3.06%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 3.90%. 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.