JLGIX vs. JLGMX
Compare and contrast key facts about JAG Large Cap Growth Fund (JLGIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
JLGIX is managed by JAG Capital Management. It was launched on Dec 22, 2011. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLGIX or JLGMX.
Correlation
The correlation between JLGIX and JLGMX is 0.95, 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.
Performance
JLGIX vs. JLGMX - Performance Comparison
Key characteristics
JLGIX:
0.46
JLGMX:
1.29
JLGIX:
0.69
JLGMX:
1.79
JLGIX:
1.11
JLGMX:
1.24
JLGIX:
0.38
JLGMX:
1.82
JLGIX:
1.45
JLGMX:
6.66
JLGIX:
7.21%
JLGMX:
3.60%
JLGIX:
22.79%
JLGMX:
18.54%
JLGIX:
-48.09%
JLGMX:
-39.64%
JLGIX:
-16.82%
JLGMX:
-1.50%
Returns By Period
In the year-to-date period, JLGIX achieves a 2.68% return, which is significantly lower than JLGMX's 3.68% return. Over the past 10 years, JLGIX has underperformed JLGMX with an annualized return of 3.15%, while JLGMX has yielded a comparatively higher 9.09% annualized return.
JLGIX
2.68%
-1.22%
-0.91%
12.08%
3.20%
3.15%
JLGMX
3.68%
0.57%
11.24%
26.31%
13.68%
9.09%
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JLGIX vs. JLGMX - Expense Ratio Comparison
JLGIX has a 1.26% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
JLGIX vs. JLGMX — Risk-Adjusted Performance Rank
JLGIX
JLGMX
JLGIX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JAG Large Cap Growth Fund (JLGIX) 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.
Dividends
JLGIX vs. JLGMX - Dividend Comparison
JLGIX has not paid dividends to shareholders, while JLGMX's dividend yield for the trailing twelve months is around 0.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
JLGIX JAG Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 0.20% | 0.21% | 0.31% | 0.61% | 0.00% | 0.12% | 0.26% | 0.08% |
Drawdowns
JLGIX vs. JLGMX - Drawdown Comparison
The maximum JLGIX drawdown since its inception was -48.09%, which is greater than JLGMX's maximum drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for JLGIX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
JLGIX vs. JLGMX - Volatility Comparison
JAG Large Cap Growth Fund (JLGIX) has a higher volatility of 4.99% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 4.62%. This indicates that JLGIX'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.