JLGMX vs. BPTRX
Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class R6 (JLGMX) and Baron Partners Fund (BPTRX).
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. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
JLGMX vs. BPTRX - Performance Comparison
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JLGMX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -7.59% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
BPTRX Baron Partners Fund | -5.00% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Returns By Period
In the year-to-date period, JLGMX achieves a -7.59% return, which is significantly lower than BPTRX's -5.00% return. Over the past 10 years, JLGMX has underperformed BPTRX with an annualized return of 18.35%, while BPTRX has yielded a comparatively higher 23.71% annualized return.
JLGMX
- 1D
- 0.97%
- 1M
- -2.80%
- YTD
- -7.59%
- 6M
- -9.68%
- 1Y
- 12.81%
- 3Y*
- 20.94%
- 5Y*
- 10.92%
- 10Y*
- 18.35%
BPTRX
- 1D
- 0.42%
- 1M
- -4.67%
- YTD
- -5.00%
- 6M
- 14.10%
- 1Y
- 38.05%
- 3Y*
- 22.15%
- 5Y*
- 11.05%
- 10Y*
- 23.71%
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JLGMX vs. BPTRX - Expense Ratio Comparison
JLGMX has a 0.44% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Return for Risk
JLGMX vs. BPTRX — Risk / Return Rank
JLGMX
BPTRX
JLGMX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class R6 (JLGMX) and Baron Partners Fund (BPTRX). 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.
| JLGMX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.26 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.07 | 2.34 | -1.27 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.30 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 2.93 | -2.06 |
Martin ratioReturn relative to average drawdown | 2.61 | 10.54 | -7.92 |
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
| JLGMX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.26 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.33 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.73 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.55 | +0.25 |
Correlation
The correlation between JLGMX and BPTRX is 0.78, 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
JLGMX vs. BPTRX - Dividend Comparison
JLGMX's dividend yield for the trailing twelve months is around 11.95%, more than BPTRX's 3.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 11.95% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
BPTRX Baron Partners Fund | 3.54% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
JLGMX vs. BPTRX - Drawdown Comparison
The maximum JLGMX drawdown since its inception was -31.82%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for JLGMX and BPTRX.
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Drawdown Indicators
| JLGMX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.82% | -64.11% | +32.29% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -10.90% | -5.83% |
Max Drawdown (5Y)Largest decline over 5 years | -31.13% | -49.87% | +18.74% |
Max Drawdown (10Y)Largest decline over 10 years | -31.82% | -51.26% | +19.44% |
Current DrawdownCurrent decline from peak | -13.00% | -8.27% | -4.73% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -13.82% | +7.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.57% | 4.11% | +1.46% |
Volatility
JLGMX vs. BPTRX - Volatility Comparison
JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a higher volatility of 6.50% compared to Baron Partners Fund (BPTRX) at 4.83%. This indicates that JLGMX's price experiences larger fluctuations and is considered to be riskier than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLGMX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 4.83% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 12.58% | 22.21% | -9.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.16% | 33.35% | -12.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.25% | 33.89% | -13.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.54% | 32.72% | -11.18% |