JGVVX vs. ANFFX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGVVX) and American Funds The New Economy Fund Class F-1 (ANFFX).
JGVVX is managed by JPMorgan. It was launched on Dec 23, 2013. ANFFX is an actively managed fund by American Funds. It was launched on Mar 15, 2001.
Performance
JGVVX vs. ANFFX - Performance Comparison
Loading graphics...
JGVVX vs. ANFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGVVX JPMorgan Growth Advantage Fund | -8.55% | 16.04% | 38.86% | 40.48% | -29.88% | 22.23% | 54.00% | 36.59% | -1.01% | 35.83% |
ANFFX American Funds The New Economy Fund Class F-1 | -5.56% | 30.96% | 23.52% | 29.10% | -29.69% | 11.98% | 33.43% | 26.38% | -4.41% | 34.27% |
Returns By Period
In the year-to-date period, JGVVX achieves a -8.55% return, which is significantly lower than ANFFX's -5.56% return. Over the past 10 years, JGVVX has outperformed ANFFX with an annualized return of 18.06%, while ANFFX has yielded a comparatively lower 13.45% annualized return.
JGVVX
- 1D
- 3.85%
- 1M
- -4.79%
- YTD
- -8.55%
- 6M
- -8.84%
- 1Y
- 16.58%
- 3Y*
- 22.53%
- 5Y*
- 11.27%
- 10Y*
- 18.06%
ANFFX
- 1D
- 3.22%
- 1M
- -8.17%
- YTD
- -5.56%
- 6M
- 1.11%
- 1Y
- 30.60%
- 3Y*
- 21.49%
- 5Y*
- 8.66%
- 10Y*
- 13.45%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JGVVX vs. ANFFX - Expense Ratio Comparison
JGVVX has a 0.55% expense ratio, which is lower than ANFFX's 0.78% expense ratio.
Return for Risk
JGVVX vs. ANFFX — Risk / Return Rank
JGVVX
ANFFX
JGVVX vs. ANFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) and American Funds The New Economy Fund Class F-1 (ANFFX). 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.
| JGVVX | ANFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.51 | -0.73 |
Sortino ratioReturn per unit of downside risk | 1.27 | 2.16 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.30 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 2.30 | -1.17 |
Martin ratioReturn relative to average drawdown | 3.62 | 9.72 | -6.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JGVVX | ANFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.51 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.45 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.71 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.48 | +0.27 |
Correlation
The correlation between JGVVX and ANFFX 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.
Dividends
JGVVX vs. ANFFX - Dividend Comparison
JGVVX's dividend yield for the trailing twelve months is around 12.09%, more than ANFFX's 10.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGVVX JPMorgan Growth Advantage Fund | 12.09% | 11.06% | 11.21% | 0.58% | 0.38% | 14.11% | 9.86% | 9.28% | 9.37% | 4.04% | 0.00% | 3.42% |
ANFFX American Funds The New Economy Fund Class F-1 | 10.48% | 9.90% | 9.56% | 3.89% | 0.00% | 7.53% | 2.45% | 7.26% | 9.84% | 8.19% | 2.13% | 6.07% |
Drawdowns
JGVVX vs. ANFFX - Drawdown Comparison
The maximum JGVVX drawdown since its inception was -34.92%, smaller than the maximum ANFFX drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for JGVVX and ANFFX.
Loading graphics...
Drawdown Indicators
| JGVVX | ANFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.92% | -55.37% | +20.45% |
Max Drawdown (1Y)Largest decline over 1 year | -15.58% | -13.36% | -2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -34.92% | -37.10% | +2.18% |
Max Drawdown (10Y)Largest decline over 10 years | -34.92% | -37.10% | +2.18% |
Current DrawdownCurrent decline from peak | -12.33% | -10.56% | -1.77% |
Average DrawdownAverage peak-to-trough decline | -6.49% | -11.43% | +4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 3.16% | +1.70% |
Volatility
JGVVX vs. ANFFX - Volatility Comparison
The current volatility for JPMorgan Growth Advantage Fund (JGVVX) is 6.87%, while American Funds The New Economy Fund Class F-1 (ANFFX) has a volatility of 7.51%. This indicates that JGVVX experiences smaller price fluctuations and is considered to be less risky than ANFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JGVVX | ANFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 7.51% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 12.62% | 13.55% | -0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.61% | 20.86% | +1.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.40% | 19.21% | +3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 18.99% | +3.14% |