JGVVX vs. AMRGX

Last updated Aug 1, 2026

JGVVX (JPMorgan Growth Advantage Fund) and AMRGX (American Growth Fund Series One) are both Large Cap Growth Equities funds. Over the past 10 years, JGVVX returned 18.42%/yr vs 11.79%/yr for AMRGX. Their correlation of 0.84 means they have usually moved in the same direction. JGVVX charges 0.55%/yr vs 4.07%/yr for AMRGX.

Performance

JGVVX vs. AMRGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Growth Advantage Fund (JGVVX) and American Growth Fund Series One (AMRGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JGVVX achieves a -1.41% return, which is significantly lower than AMRGX's 17.06% return. Over the past 10 years, JGVVX has outperformed AMRGX with an annualized return of 18.42%, while AMRGX has yielded a comparatively lower 11.79% annualized return.

JGVVX

• 1D: 2.69%
• 1M: -3.87%
• 6M: 0.27%
• YTD: -1.41%
• 1Y: 6.10%
• 3Y*: 19.18%
• 5Y*: 10.89%
• 10Y*: 18.42%
• ALL TIME*: 16.24%

AMRGX

• 1D: 2.55%
• 1M: -0.50%
• 6M: 12.78%
• YTD: 17.06%
• 1Y: 37.70%
• 3Y*: 17.59%
• 5Y*: 9.71%
• 10Y*: 11.79%
• ALL TIME*: 2.94%

*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)
AMRGX American Growth Fund Series One	$0.00	$0.00	$0.00
JGVVX JPMorgan Growth Advantage Fund	$0.00	$0.00	$0.00

JGVVX vs. AMRGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JGVVX JPMorgan Growth Advantage Fund	-1.41%	16.04%	38.86%	40.48%	-29.88%	22.23%	54.00%	36.59%	-1.01%	35.83%
AMRGX American Growth Fund Series One	17.06%	11.18%	16.61%	24.38%	-19.93%	15.64%	18.65%	36.73%	-9.07%	13.37%

Correlation

The correlation between JGVVX and AMRGX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.69
Correlation (3Y) Balances recent behavior with more history.	0.76
Correlation (5Y) Shows whether the relationship held over a longer period.	0.82
Correlation (10Y) Provides a long-term view across more market conditions.	0.84
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014	0.84

The correlation between JGVVX and AMRGX shifts across timeframes, from 0.69 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.

Return for Risk

JGVVX vs. AMRGX — Risk / Return Rank

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

JGVVX

JGVVX Risk / Return Rank: 8
JGVVX Sharpe Ratio Rank: 8
JGVVX Sortino Ratio Rank: 8
JGVVX Omega Ratio Rank: 8
JGVVX Calmar Ratio Rank: 8
JGVVX Martin Ratio Rank: 8

AMRGX

AMRGX Risk / Return Rank: 56
AMRGX Sharpe Ratio Rank: 43
AMRGX Sortino Ratio Rank: 49
AMRGX Omega Ratio Rank: 69
AMRGX Calmar Ratio Rank: 78
AMRGX Martin Ratio Rank: 41

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.

JGVVX vs. AMRGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) and American Growth Fund Series One (AMRGX). 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.

	JGVVX	AMRGX	Difference
Sharpe ratio: Return per unit of total volatility	0.25	1.22	-0.97
Sortino ratio: Return per unit of downside risk	0.47	1.88	-1.41
Omega ratio: Gain probability vs. loss probability	1.06	1.30	-0.24
Calmar ratio: Return relative to maximum drawdown	0.28	2.50	-2.22
Martin ratio: Return relative to average drawdown	0.82	5.86	-5.04

JGVVX vs. AMRGX - Sharpe Ratio Comparison

The current JGVVX Sharpe Ratio is 0.25, which is lower than the AMRGX Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of JGVVX and AMRGX, 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

JGVVX vs. AMRGX - Drawdown Comparison

The maximum JGVVX drawdown since its inception was -34.92%, smaller than the maximum AMRGX drawdown of -80.32%. Use the drawdown chart below to compare losses from any high point for JGVVX and AMRGX.

Drawdown Indicators

	JGVVX	AMRGX	Difference
Max Drawdown Largest peak-to-trough decline	-34.92%	-80.32%	+45.40%
Max Drawdown (1Y) Largest decline over 1 year	-15.58%	-13.98%	-1.60%
Max Drawdown (3Y) Largest decline over 3 years	-24.31%	-21.15%	-3.16%
Max Drawdown (5Y) Largest decline over 5 years	-34.92%	-35.42%	+0.50%
Max Drawdown (10Y) Largest decline over 10 years	-34.92%	-35.42%	+0.50%
Current Drawdown Current decline from peak	-8.67%	-5.31%	-3.36%
Average Drawdown Average peak-to-trough decline	-6.42%	-40.05%	+33.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.31%	5.91%	-0.60%

Volatility

JGVVX vs. AMRGX - Volatility Comparison

JPMorgan Growth Advantage Fund (JGVVX) and American Growth Fund Series One (AMRGX) have volatilities of 6.68% and 6.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JGVVX	AMRGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.68%	6.43%	+0.25%
Volatility (6M) Calculated over the trailing 6-month period	14.32%	17.26%	-2.94%
Volatility (1Y) Calculated over the trailing 1-year period	17.76%	28.73%	-10.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.66%	22.64%	+0.02%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.24%	21.64%	+0.60%

JGVVX vs. AMRGX - Expense Ratio Comparison

JGVVX has a 0.55% expense ratio, which is lower than AMRGX's 4.07% expense ratio.

Dividends

JGVVX vs. AMRGX - Dividend Comparison

JGVVX's dividend yield for the trailing twelve months is around 11.22%, less than AMRGX's 15.23% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AMRGX American Growth Fund Series One	15.23%	17.82%	12.39%	8.17%	7.77%	12.21%	2.36%	0.00%	0.00%	0.00%	0.00%	0.00%
JGVVX JPMorgan Growth Advantage Fund	11.22%	11.06%	11.21%	0.58%	0.38%	14.11%	9.86%	9.28%	9.37%	4.04%	0.00%	3.42%

Frequently Asked Questions

Can I hold both JGVVX and AMRGX in my portfolio?

JGVVX and AMRGX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JGVVX or AMRGX?

JGVVX has higher volatility (6.68%) compared to AMRGX (6.43%). In terms of maximum drawdown, JGVVX dropped -34.92% vs AMRGX's -80.32%.

Which has better risk-adjusted returns?

AMRGX currently has the higher Sharpe Ratio (1.22 vs 0.25), 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.