JGACX vs. MRFOX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGACX) and Marshfield Concentrated Opportunity Fund (MRFOX).
JGACX is managed by JPMorgan. It was launched on May 1, 2006. MRFOX is managed by Marshfield. It was launched on Dec 29, 2015.
Performance
JGACX vs. MRFOX - Performance Comparison
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JGACX vs. MRFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGACX JPMorgan Growth Advantage Fund | -8.78% | 14.89% | 41.22% | 39.06% | -30.57% | 20.93% | 52.51% | 35.24% | -2.01% | 28.54% |
MRFOX Marshfield Concentrated Opportunity Fund | -2.97% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 15.19% | 36.26% | 1.89% | 25.92% |
Returns By Period
In the year-to-date period, JGACX achieves a -8.78% return, which is significantly lower than MRFOX's -2.97% return. Over the past 10 years, JGACX has outperformed MRFOX with an annualized return of 16.68%, while MRFOX has yielded a comparatively lower 15.31% annualized return.
JGACX
- 1D
- 3.86%
- 1M
- -4.85%
- YTD
- -8.78%
- 6M
- -9.29%
- 1Y
- 15.44%
- 3Y*
- 22.40%
- 5Y*
- 10.74%
- 10Y*
- 16.68%
MRFOX
- 1D
- 1.16%
- 1M
- -4.29%
- YTD
- -2.97%
- 6M
- -3.36%
- 1Y
- 3.66%
- 3Y*
- 12.79%
- 5Y*
- 10.99%
- 10Y*
- 15.31%
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JGACX vs. MRFOX - Expense Ratio Comparison
JGACX has a 1.54% expense ratio, which is higher than MRFOX's 1.05% expense ratio.
Return for Risk
JGACX vs. MRFOX — Risk / Return Rank
JGACX
MRFOX
JGACX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGACX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.
| JGACX | MRFOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.33 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.20 | 0.57 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.07 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 0.68 | +0.35 |
Martin ratioReturn relative to average drawdown | 3.29 | 1.75 | +1.54 |
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
| JGACX | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.33 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.92 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 1.07 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 1.06 | -0.52 |
Correlation
The correlation between JGACX and MRFOX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JGACX vs. MRFOX - Dividend Comparison
JGACX's dividend yield for the trailing twelve months is around 18.88%, more than MRFOX's 1.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGACX JPMorgan Growth Advantage Fund | 18.88% | 17.22% | 16.40% | 0.81% | 0.54% | 19.49% | 12.46% | 11.71% | 11.44% | 0.16% | 0.00% | 3.95% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.67% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% | 0.00% |
Drawdowns
JGACX vs. MRFOX - Drawdown Comparison
The maximum JGACX drawdown since its inception was -54.27%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for JGACX and MRFOX.
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Drawdown Indicators
| JGACX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.27% | -29.10% | -25.17% |
Max Drawdown (1Y)Largest decline over 1 year | -15.94% | -7.09% | -8.85% |
Max Drawdown (5Y)Largest decline over 5 years | -35.58% | -12.98% | -22.60% |
Max Drawdown (10Y)Largest decline over 10 years | -35.58% | -29.10% | -6.48% |
Current DrawdownCurrent decline from peak | -12.69% | -5.32% | -7.37% |
Average DrawdownAverage peak-to-trough decline | -9.30% | -2.37% | -6.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 2.77% | +2.22% |
Volatility
JGACX vs. MRFOX - Volatility Comparison
JPMorgan Growth Advantage Fund (JGACX) has a higher volatility of 6.88% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 3.04%. This indicates that JGACX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JGACX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 3.04% | +3.84% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 7.08% | +5.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.61% | 11.83% | +10.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.57% | 12.04% | +10.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.91% | 14.29% | +8.62% |