JLGMX vs. RGAGX
Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class R6 (JLGMX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
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. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLGMX or RGAGX.
Correlation
The correlation between JLGMX and RGAGX is 0.90, 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
JLGMX vs. RGAGX - Performance Comparison
Key characteristics
JLGMX:
0.49
RGAGX:
0.12
JLGMX:
0.83
RGAGX:
0.32
JLGMX:
1.11
RGAGX:
1.05
JLGMX:
0.54
RGAGX:
0.11
JLGMX:
1.86
RGAGX:
0.34
JLGMX:
6.19%
RGAGX:
8.52%
JLGMX:
23.84%
RGAGX:
24.96%
JLGMX:
-31.82%
RGAGX:
-41.74%
JLGMX:
-11.84%
RGAGX:
-16.84%
Returns By Period
In the year-to-date period, JLGMX achieves a -7.21% return, which is significantly lower than RGAGX's -5.42% return. Over the past 10 years, JLGMX has outperformed RGAGX with an annualized return of 16.28%, while RGAGX has yielded a comparatively lower 5.35% annualized return.
JLGMX
-7.21%
-1.81%
-4.40%
10.76%
17.77%
16.28%
RGAGX
-5.42%
-1.78%
-10.06%
2.45%
8.23%
5.35%
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JLGMX vs. RGAGX - Expense Ratio Comparison
JLGMX has a 0.44% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Risk-Adjusted Performance
JLGMX vs. RGAGX — Risk-Adjusted Performance Rank
JLGMX
RGAGX
JLGMX vs. RGAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class R6 (JLGMX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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
JLGMX vs. RGAGX - Dividend Comparison
JLGMX's dividend yield for the trailing twelve months is around 1.25%, more than RGAGX's 0.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 1.25% | 1.16% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% | 1.77% |
RGAGX American Funds The Growth Fund of America Class R-6 | 0.77% | 0.73% | 0.89% | 0.72% | 0.40% | 0.53% | 1.26% | 1.09% | 0.82% | 0.93% | 1.00% | 10.99% |
Drawdowns
JLGMX vs. RGAGX - Drawdown Comparison
The maximum JLGMX drawdown since its inception was -31.82%, smaller than the maximum RGAGX drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for JLGMX and RGAGX. For additional features, visit the drawdowns tool.
Volatility
JLGMX vs. RGAGX - Volatility Comparison
JPMorgan Large Cap Growth Fund Class R6 (JLGMX) and American Funds The Growth Fund of America Class R-6 (RGAGX) have volatilities of 15.01% and 15.48%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.