JGVVX vs. JLGMX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGVVX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
JGVVX is managed by JPMorgan. It was launched on Dec 23, 2013. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Performance
JGVVX vs. JLGMX - Performance Comparison
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JGVVX vs. JLGMX - 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% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
Returns By Period
The year-to-date returns for both investments are quite close, with JGVVX having a -8.55% return and JLGMX slightly higher at -8.48%. Both investments have delivered pretty close results over the past 10 years, with JGVVX having a 18.06% annualized return and JLGMX not far ahead at 18.24%.
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%
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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JGVVX vs. JLGMX - Expense Ratio Comparison
JGVVX has a 0.55% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
JGVVX vs. JLGMX — Risk / Return Rank
JGVVX
JLGMX
JGVVX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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 | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.64 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.05 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.15 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 0.81 | +0.31 |
Martin ratioReturn relative to average drawdown | 3.62 | 2.47 | +1.15 |
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
| JGVVX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.64 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.53 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.85 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.80 | -0.05 |
Correlation
The correlation between JGVVX and JLGMX is 0.98, 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. JLGMX - Dividend Comparison
JGVVX's dividend yield for the trailing twelve months is around 12.09%, which matches JLGMX's 12.06% 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% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
JGVVX vs. JLGMX - Drawdown Comparison
The maximum JGVVX drawdown since its inception was -34.92%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for JGVVX and JLGMX.
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Drawdown Indicators
| JGVVX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.92% | -31.82% | -3.10% |
Max Drawdown (1Y)Largest decline over 1 year | -15.58% | -16.73% | +1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -34.92% | -31.13% | -3.79% |
Max Drawdown (10Y)Largest decline over 10 years | -34.92% | -31.82% | -3.10% |
Current DrawdownCurrent decline from peak | -12.33% | -13.83% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -6.49% | -5.82% | -0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 5.51% | -0.65% |
Volatility
JGVVX vs. JLGMX - Volatility Comparison
JPMorgan Growth Advantage Fund (JGVVX) has a higher volatility of 6.87% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 6.48%. This indicates that JGVVX's price experiences larger fluctuations and is considered to be riskier than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JGVVX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 6.48% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 12.62% | 12.54% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.61% | 21.14% | +1.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.40% | 20.25% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 21.54% | +0.59% |