JLGMX vs. JATIX
Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class R6 (JLGMX) and Janus Henderson Global Technology and Innovation Fund Class I (JATIX).
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. JATIX is managed by Janus Henderson. It was launched on Dec 31, 1998.
Performance
JLGMX vs. JATIX - Performance Comparison
Loading graphics...
JLGMX vs. JATIX - 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% |
JATIX Janus Henderson Global Technology and Innovation Fund Class I | -5.22% | 25.04% | 32.38% | 55.38% | -37.60% | 17.57% | 51.25% | 45.27% | 0.97% | 44.79% |
Returns By Period
In the year-to-date period, JLGMX achieves a -7.59% return, which is significantly lower than JATIX's -5.22% return. Over the past 10 years, JLGMX has underperformed JATIX with an annualized return of 18.35%, while JATIX has yielded a comparatively higher 20.70% 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%
JATIX
- 1D
- 1.94%
- 1M
- -3.00%
- YTD
- -5.22%
- 6M
- -5.39%
- 1Y
- 29.29%
- 3Y*
- 25.83%
- 5Y*
- 11.25%
- 10Y*
- 20.70%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JLGMX vs. JATIX - Expense Ratio Comparison
JLGMX has a 0.44% expense ratio, which is lower than JATIX's 0.76% expense ratio.
Return for Risk
JLGMX vs. JATIX — Risk / Return Rank
JLGMX
JATIX
JLGMX vs. JATIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class R6 (JLGMX) and Janus Henderson Global Technology and Innovation Fund Class I (JATIX). 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 | JATIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.19 | -0.54 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.77 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.24 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 2.00 | -1.14 |
Martin ratioReturn relative to average drawdown | 2.61 | 6.74 | -4.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JLGMX | JATIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.19 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.43 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.85 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.85 | -0.05 |
Correlation
The correlation between JLGMX and JATIX is 0.93, 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. JATIX - Dividend Comparison
JLGMX's dividend yield for the trailing twelve months is around 11.95%, less than JATIX's 13.91% 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% |
JATIX Janus Henderson Global Technology and Innovation Fund Class I | 13.91% | 13.19% | 11.48% | 0.76% | 0.00% | 15.67% | 8.94% | 8.47% | 6.65% | 7.41% | 4.80% | 7.71% |
Drawdowns
JLGMX vs. JATIX - Drawdown Comparison
The maximum JLGMX drawdown since its inception was -31.82%, smaller than the maximum JATIX drawdown of -46.43%. Use the drawdown chart below to compare losses from any high point for JLGMX and JATIX.
Loading graphics...
Drawdown Indicators
| JLGMX | JATIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.82% | -46.43% | +14.61% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -15.94% | -0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -31.13% | -46.43% | +15.30% |
Max Drawdown (10Y)Largest decline over 10 years | -31.82% | -46.43% | +14.61% |
Current DrawdownCurrent decline from peak | -13.00% | -10.85% | -2.15% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -6.78% | +0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.57% | 4.74% | +0.83% |
Volatility
JLGMX vs. JATIX - Volatility Comparison
The current volatility for JPMorgan Large Cap Growth Fund Class R6 (JLGMX) is 6.50%, while Janus Henderson Global Technology and Innovation Fund Class I (JATIX) has a volatility of 8.20%. This indicates that JLGMX experiences smaller price fluctuations and is considered to be less risky than JATIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JLGMX | JATIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 8.20% | -1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 12.58% | 16.39% | -3.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.16% | 25.57% | -4.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.25% | 26.24% | -5.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.54% | 24.38% | -2.84% |