JGISX vs. VIGAX

Last updated Jul 30, 2026

JGISX (JPMorgan U.S. GARP Equity Fund Class R6) and VIGAX (Vanguard Growth Index Fund Admiral Shares) are both Large Cap Growth Equities funds. JGISX is actively managed, while VIGAX is passively managed. Over the past 10 years, JGISX returned 18.39%/yr vs 17.04%/yr for VIGAX. Their 0.98 correlation means they have historically moved very closely together. JGISX charges 0.34%/yr vs 0.05%/yr for VIGAX.

Performance

JGISX vs. VIGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan U.S. GARP Equity Fund Class R6 (JGISX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JGISX achieves a 7.58% return, which is significantly higher than VIGAX's 2.66% return. Over the past 10 years, JGISX has outperformed VIGAX with an annualized return of 18.39%, while VIGAX has yielded a comparatively lower 17.04% annualized return.

JGISX

• 1D: 0.58%
• 1M: 2.60%
• 6M: 6.51%
• YTD: 7.58%
• 1Y: 18.07%
• 3Y*: 26.77%
• 5Y*: 15.87%
• 10Y*: 18.39%
• ALL TIME*: 17.90%

VIGAX

• 1D: -0.10%
• 1M: -1.84%
• 6M: 2.30%
• YTD: 2.66%
• 1Y: 10.64%
• 3Y*: 20.22%
• 5Y*: 11.49%
• 10Y*: 17.04%
• ALL TIME*: 9.51%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
JGISX JPMorgan U.S. GARP Equity Fund Class R6	$0.00	$0.00	$0.00
VIGAX Vanguard Growth Index Fund Admiral Shares	$0.00	$0.00	$0.00

JGISX vs. VIGAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JGISX JPMorgan U.S. GARP Equity Fund Class R6	7.58%	20.87%	40.37%	42.38%	-27.39%	31.01%	28.08%	29.56%	-3.19%	32.21%
VIGAX Vanguard Growth Index Fund Admiral Shares	2.66%	19.43%	32.67%	46.76%	-33.14%	27.26%	40.18%	37.23%	-3.35%	27.80%

Correlation

The correlation between JGISX and VIGAX is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.96
Correlation (3Y) Balances recent behavior with more history.	0.97
Correlation (5Y) Shows whether the relationship held over a longer period.	0.98
Correlation (10Y) Provides a long-term view across more market conditions.	0.98
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.98

The correlation between JGISX and VIGAX has been stable across timeframes, ranging from 0.96 to 0.98 - a consistent structural relationship.

Return for Risk

JGISX vs. VIGAX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JGISX

JGISX Risk / Return Rank: 36
JGISX Sharpe Ratio Rank: 42
JGISX Sortino Ratio Rank: 40
JGISX Omega Ratio Rank: 38
JGISX Calmar Ratio Rank: 31
JGISX Martin Ratio Rank: 32

VIGAX

VIGAX Risk / Return Rank: 14
VIGAX Sharpe Ratio Rank: 14
VIGAX Sortino Ratio Rank: 14
VIGAX Omega Ratio Rank: 14
VIGAX Calmar Ratio Rank: 13
VIGAX Martin Ratio Rank: 14

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

JGISX vs. VIGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. GARP Equity Fund Class R6 (JGISX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	JGISX	VIGAX	Difference
Sharpe ratio: Return per unit of total volatility	1.27	0.58	+0.69
Sortino ratio: Return per unit of downside risk	1.80	0.90	+0.90
Omega ratio: Gain probability vs. loss probability	1.23	1.11	+0.11
Calmar ratio: Return relative to maximum drawdown	1.45	0.61	+0.83
Martin ratio: Return relative to average drawdown	4.89	1.98	+2.91

JGISX vs. VIGAX - Sharpe Ratio Comparison

The current JGISX Sharpe Ratio is 1.27, which is higher than the VIGAX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of JGISX and VIGAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JGISX vs. VIGAX - Drawdown Comparison

The maximum JGISX drawdown since its inception was -31.32%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for JGISX and VIGAX.

Drawdown Indicators

	JGISX	VIGAX	Difference
Max Drawdown Largest peak-to-trough decline	-31.32%	-50.66%	+19.34%
Max Drawdown (1Y) Largest decline over 1 year	-14.49%	-16.51%	+2.02%
Max Drawdown (3Y) Largest decline over 3 years	-23.02%	-23.04%	+0.02%
Max Drawdown (5Y) Largest decline over 5 years	-31.05%	-35.63%	+4.58%
Max Drawdown (10Y) Largest decline over 10 years	-31.32%	-35.63%	+4.31%
Current Drawdown Current decline from peak	-2.16%	-7.63%	+5.47%
Average Drawdown Average peak-to-trough decline	-5.59%	-11.92%	+6.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.28%	5.11%	-0.83%

Volatility

JGISX vs. VIGAX - Volatility Comparison

JPMorgan U.S. GARP Equity Fund Class R6 (JGISX) has a higher volatility of 6.55% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 5.23%. This indicates that JGISX's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JGISX	VIGAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.55%	5.23%	+1.32%
Volatility (6M) Calculated over the trailing 6-month period	13.14%	13.91%	-0.77%
Volatility (1Y) Calculated over the trailing 1-year period	16.48%	17.50%	-1.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.07%	22.58%	-1.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.70%	21.68%	-0.98%

JGISX vs. VIGAX - Expense Ratio Comparison

JGISX has a 0.34% expense ratio, which is higher than VIGAX's 0.05% expense ratio.

Dividends

JGISX vs. VIGAX - Dividend Comparison

JGISX's dividend yield for the trailing twelve months is around 56.32%, more than VIGAX's 0.39% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JGISX JPMorgan U.S. GARP Equity Fund Class R6	56.32%	7.82%	11.61%	1.14%	4.72%	22.05%	10.07%	13.27%	12.93%	0.88%	1.15%	0.00%
VIGAX Vanguard Growth Index Fund Admiral Shares	0.39%	0.40%	0.46%	0.57%	0.69%	0.47%	0.66%	0.94%	1.31%	1.14%	1.39%	1.31%

Frequently Asked Questions

Can I hold both JGISX and VIGAX in my portfolio?

With a correlation of 0.96, JGISX and VIGAX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, JGISX or VIGAX?

JGISX has higher volatility (6.55%) compared to VIGAX (5.23%). In terms of maximum drawdown, JGISX dropped -31.32% vs VIGAX's -50.66%.

Which has better risk-adjusted returns?

JGISX currently has the higher Sharpe Ratio (1.27 vs 0.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.