JLGIX vs. VMCIX
Compare and contrast key facts about JAG Large Cap Growth Fund (JLGIX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX).
JLGIX is managed by JAG Capital Management. It was launched on Dec 22, 2011. VMCIX is managed by Vanguard. It was launched on May 21, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLGIX or VMCIX.
Correlation
The correlation between JLGIX and VMCIX is 0.83, 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. VMCIX - Performance Comparison
Key characteristics
JLGIX:
0.46
VMCIX:
1.54
JLGIX:
0.69
VMCIX:
2.15
JLGIX:
1.11
VMCIX:
1.27
JLGIX:
0.38
VMCIX:
2.60
JLGIX:
1.45
VMCIX:
6.92
JLGIX:
7.21%
VMCIX:
2.72%
JLGIX:
22.79%
VMCIX:
12.28%
JLGIX:
-48.09%
VMCIX:
-58.86%
JLGIX:
-16.82%
VMCIX:
-2.67%
Returns By Period
In the year-to-date period, JLGIX achieves a 2.68% return, which is significantly lower than VMCIX's 4.46% return. Over the past 10 years, JLGIX has underperformed VMCIX with an annualized return of 3.15%, while VMCIX has yielded a comparatively higher 9.60% annualized return.
JLGIX
2.68%
-1.22%
-0.91%
12.08%
3.20%
3.15%
VMCIX
4.46%
-0.62%
9.67%
19.20%
10.11%
9.60%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JLGIX vs. VMCIX - Expense Ratio Comparison
JLGIX has a 1.26% expense ratio, which is higher than VMCIX's 0.04% expense ratio.
Risk-Adjusted Performance
JLGIX vs. VMCIX — Risk-Adjusted Performance Rank
JLGIX
VMCIX
JLGIX vs. VMCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JAG Large Cap Growth Fund (JLGIX) and Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX). 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. VMCIX - Dividend Comparison
JLGIX has not paid dividends to shareholders, while VMCIX's dividend yield for the trailing twelve months is around 1.43%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLGIX JAG Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VMCIX Vanguard Mid-Cap Index Fund Institutional Shares | 1.43% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.83% | 1.36% | 1.46% | 1.48% | 1.29% |
Drawdowns
JLGIX vs. VMCIX - Drawdown Comparison
The maximum JLGIX drawdown since its inception was -48.09%, smaller than the maximum VMCIX drawdown of -58.86%. Use the drawdown chart below to compare losses from any high point for JLGIX and VMCIX. For additional features, visit the drawdowns tool.
Volatility
JLGIX vs. VMCIX - Volatility Comparison
JAG Large Cap Growth Fund (JLGIX) has a higher volatility of 4.99% compared to Vanguard Mid-Cap Index Fund Institutional Shares (VMCIX) at 2.49%. This indicates that JLGIX's price experiences larger fluctuations and is considered to be riskier than VMCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.