JLGMX vs. JUEMX
Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class R6 (JLGMX) and JPMorgan U.S. Equity Fund R6 (JUEMX).
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. JUEMX is managed by JPMorgan. It was launched on Sep 17, 1993.
Performance
JLGMX vs. JUEMX - Performance Comparison
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JLGMX vs. JUEMX - 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% |
JUEMX JPMorgan U.S. Equity Fund R6 | -6.89% | 14.75% | 31.28% | 27.37% | -18.74% | 28.66% | 26.70% | 32.40% | -5.80% | 21.70% |
Returns By Period
In the year-to-date period, JLGMX achieves a -7.59% return, which is significantly lower than JUEMX's -6.89% return. Over the past 10 years, JLGMX has outperformed JUEMX with an annualized return of 18.35%, while JUEMX has yielded a comparatively lower 14.84% 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%
JUEMX
- 1D
- 0.84%
- 1M
- -4.20%
- YTD
- -6.89%
- 6M
- -6.56%
- 1Y
- 11.71%
- 3Y*
- 18.41%
- 5Y*
- 11.80%
- 10Y*
- 14.84%
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JLGMX vs. JUEMX - Expense Ratio Comparison
Both JLGMX and JUEMX have an expense ratio of 0.44%.
Return for Risk
JLGMX vs. JUEMX — Risk / Return Rank
JLGMX
JUEMX
JLGMX vs. JUEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class R6 (JLGMX) and JPMorgan U.S. Equity Fund R6 (JUEMX). 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 | JUEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.67 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.09 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.16 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.11 | -0.24 |
Martin ratioReturn relative to average drawdown | 2.61 | 4.02 | -1.40 |
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 | JUEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.67 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.68 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.80 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.80 | 0.00 |
Correlation
The correlation between JLGMX and JUEMX is 0.91, 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. JUEMX - Dividend Comparison
JLGMX's dividend yield for the trailing twelve months is around 11.95%, more than JUEMX's 6.39% 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% |
JUEMX JPMorgan U.S. Equity Fund R6 | 6.39% | 5.93% | 12.09% | 2.14% | 5.20% | 10.82% | 6.70% | 10.14% | 14.65% | 8.81% | 4.87% | 6.27% |
Drawdowns
JLGMX vs. JUEMX - Drawdown Comparison
The maximum JLGMX drawdown since its inception was -31.82%, roughly equal to the maximum JUEMX drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for JLGMX and JUEMX.
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Drawdown Indicators
| JLGMX | JUEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.82% | -33.37% | +1.55% |
Max Drawdown (1Y)Largest decline over 1 year | -16.73% | -11.90% | -4.83% |
Max Drawdown (5Y)Largest decline over 5 years | -31.13% | -24.52% | -6.61% |
Max Drawdown (10Y)Largest decline over 10 years | -31.82% | -33.37% | +1.55% |
Current DrawdownCurrent decline from peak | -13.00% | -8.52% | -4.48% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -4.11% | -1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.57% | 3.28% | +2.29% |
Volatility
JLGMX vs. JUEMX - Volatility Comparison
JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a higher volatility of 6.50% compared to JPMorgan U.S. Equity Fund R6 (JUEMX) at 5.61%. This indicates that JLGMX's price experiences larger fluctuations and is considered to be riskier than JUEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLGMX | JUEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 5.61% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 12.58% | 9.59% | +2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.16% | 18.61% | +2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.25% | 17.40% | +2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.54% | 18.55% | +2.99% |