JIJSX vs. SEEGX

Last updated Jun 23, 2026

JIJSX (JPMorgan SmartRetirement Blend Income Fund) and SEEGX (JPMorgan Large Cap Growth Fund) are both mutual funds - JIJSX is a Target Retirement Date fund managed by JPMorgan, while SEEGX is a Large Cap Growth Equities fund actively managed by JPMorgan. Over the past 10 years, JIJSX returned 7.12%/yr vs 19.96%/yr for SEEGX. A 0.79 correlation means they provide meaningful diversification when combined. JIJSX charges 0.27%/yr vs 0.69%/yr for SEEGX.

Performance

JIJSX vs. SEEGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan SmartRetirement Blend Income Fund (JIJSX) and JPMorgan Large Cap Growth Fund (SEEGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JIJSX achieves a 5.73% return, which is significantly lower than SEEGX's 6.67% return. Over the past 10 years, JIJSX has underperformed SEEGX with an annualized return of 7.12%, while SEEGX has yielded a comparatively higher 19.96% annualized return.

JIJSX

• 1D: 0.62%
• 1M: 1.15%
• YTD: 5.73%
• 6M: 5.59%
• 1Y: 14.56%
• 3Y*: 10.59%
• 5Y*: 7.41%
• 10Y*: 7.12%

SEEGX

• 1D: 1.84%
• 1M: 1.34%
• YTD: 6.67%
• 6M: 5.68%
• 1Y: 20.55%
• 3Y*: 21.91%
• 5Y*: 13.17%
• 10Y*: 19.96%

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

JIJSX vs. SEEGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JIJSX JPMorgan SmartRetirement Blend Income Fund	5.73%	12.88%	4.76%	15.15%	-13.91%	19.04%	9.40%	13.80%	-4.08%	10.43%
SEEGX JPMorgan Large Cap Growth Fund	6.67%	14.08%	35.14%	34.62%	-25.40%	18.17%	56.02%	39.13%	0.50%	38.03%

Correlation

The correlation between JIJSX and SEEGX is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.78
Correlation (3Y) Calculated over the trailing 3-year period	0.74
Correlation (5Y) Calculated over the trailing 5-year period	0.80
Correlation (10Y) Calculated over the trailing 10-year period	0.79
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013	0.79

The correlation between JIJSX and SEEGX has been stable across timeframes, ranging from 0.74 to 0.80 - a consistent structural relationship.

Return for Risk

JIJSX vs. SEEGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JIJSX

JIJSX Risk / Return Rank: 70
JIJSX Sharpe Ratio Rank: 71
JIJSX Sortino Ratio Rank: 73
JIJSX Omega Ratio Rank: 73
JIJSX Calmar Ratio Rank: 63
JIJSX Martin Ratio Rank: 72

SEEGX

SEEGX Risk / Return Rank: 17
SEEGX Sharpe Ratio Rank: 20
SEEGX Sortino Ratio Rank: 19
SEEGX Omega Ratio Rank: 20
SEEGX Calmar Ratio Rank: 14
SEEGX Martin Ratio Rank: 12

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JIJSX vs. SEEGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend Income Fund (JIJSX) and JPMorgan Large Cap Growth Fund (SEEGX). 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.

	JIJSX	SEEGX	Difference
Sharpe ratio: Return per unit of total volatility	2.25	1.20	+1.05
Sortino ratio: Return per unit of downside risk	3.24	1.68	+1.56
Omega ratio: Gain probability vs. loss probability	1.44	1.22	+0.22
Calmar ratio: Return relative to maximum drawdown	2.92	1.19	+1.73
Martin ratio: Return relative to average drawdown	12.77	3.36	+9.41

JIJSX vs. SEEGX - Sharpe Ratio Comparison

The current JIJSX Sharpe Ratio is 2.25, which is higher than the SEEGX Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of JIJSX and SEEGX, 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

JIJSX vs. SEEGX - Drawdown Comparison

The maximum JIJSX drawdown since its inception was -18.13%, smaller than the maximum SEEGX drawdown of -62.09%. Use the drawdown chart below to compare losses from any high point for JIJSX and SEEGX.

Drawdown Indicators

	JIJSX	SEEGX	Difference
Max Drawdown Largest peak-to-trough decline	-18.13%	-62.09%	+43.96%
Max Drawdown (1Y) Largest decline over 1 year	-4.96%	-16.82%	+11.86%
Max Drawdown (3Y) Largest decline over 3 years	-6.64%	-21.50%	+14.86%
Max Drawdown (5Y) Largest decline over 5 years	-18.13%	-31.23%	+13.10%
Max Drawdown (10Y) Largest decline over 10 years	-18.13%	-31.85%	+13.72%
Current Drawdown Current decline from peak	-0.14%	-1.09%	+0.95%
Average Drawdown Average peak-to-trough decline	-2.70%	-16.88%	+14.18%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.13%	5.94%	-4.81%

Volatility

JIJSX vs. SEEGX - Volatility Comparison

The current volatility for JPMorgan SmartRetirement Blend Income Fund (JIJSX) is 2.60%, while JPMorgan Large Cap Growth Fund (SEEGX) has a volatility of 6.66%. This indicates that JIJSX experiences smaller price fluctuations and is considered to be less risky than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JIJSX	SEEGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.60%	6.66%	-4.06%
Volatility (6M) Calculated over the trailing 6-month period	5.43%	12.68%	-7.25%
Volatility (1Y) Calculated over the trailing 1-year period	6.44%	16.68%	-10.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.59%	20.36%	-10.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	8.20%	21.67%	-13.47%

JIJSX vs. SEEGX - Expense Ratio Comparison

JIJSX has a 0.27% expense ratio, which is lower than SEEGX's 0.69% expense ratio.

Dividends

JIJSX vs. SEEGX - Dividend Comparison

JIJSX's dividend yield for the trailing twelve months is around 2.97%, less than SEEGX's 10.73% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JIJSX JPMorgan SmartRetirement Blend Income Fund	2.97%	3.14%	3.15%	2.91%	2.49%	15.84%	4.15%	2.66%	5.63%	1.99%	2.20%	2.07%
SEEGX JPMorgan Large Cap Growth Fund	10.73%	11.44%	2.00%	0.12%	3.42%	14.92%	5.27%	12.85%	15.97%	14.79%	9.88%	4.49%

Frequently Asked Questions

Can I hold both JIJSX and SEEGX in my portfolio?

JIJSX and SEEGX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JIJSX or SEEGX?

SEEGX has higher volatility (6.66%) compared to JIJSX (2.60%). In terms of maximum drawdown, JIJSX dropped -18.13% vs SEEGX's -62.09%.

Which has better risk-adjusted returns?

JIJSX currently has the higher Sharpe Ratio (2.25 vs 1.20), 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.