Correlation
The correlation between JLGQX and VFORX 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.
JLGQX vs. VFORX
Compare and contrast key facts about JPMorgan Large Cap Growth R4 (JLGQX) and Vanguard Target Retirement 2040 Fund (VFORX).
JLGQX is managed by JPMorgan. It was launched on Sep 12, 2016. VFORX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLGQX or VFORX.
Performance
JLGQX vs. VFORX - Performance Comparison
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Key characteristics
JLGQX:
0.63
VFORX:
0.92
JLGQX:
0.87
VFORX:
1.24
JLGQX:
1.12
VFORX:
1.17
JLGQX:
0.58
VFORX:
0.70
JLGQX:
1.86
VFORX:
3.93
JLGQX:
6.66%
VFORX:
2.75%
JLGQX:
23.91%
VFORX:
13.00%
JLGQX:
-31.84%
VFORX:
-51.63%
JLGQX:
-4.80%
VFORX:
-3.18%
Returns By Period
In the year-to-date period, JLGQX achieves a 0.19% return, which is significantly lower than VFORX's 4.88% return.
JLGQX
0.19%
6.26%
-0.22%
15.06%
19.25%
16.91%
N/A
VFORX
4.88%
4.04%
2.06%
11.23%
9.46%
6.60%
6.03%
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JLGQX vs. VFORX - Expense Ratio Comparison
JLGQX has a 0.69% expense ratio, which is higher than VFORX's 0.08% expense ratio.
Risk-Adjusted Performance
JLGQX vs. VFORX — Risk-Adjusted Performance Rank
JLGQX
VFORX
JLGQX vs. VFORX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth R4 (JLGQX) and Vanguard Target Retirement 2040 Fund (VFORX). 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.
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Dividends
JLGQX vs. VFORX - Dividend Comparison
JLGQX's dividend yield for the trailing twelve months is around 1.00%, less than VFORX's 2.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLGQX JPMorgan Large Cap Growth R4 | 1.00% | 1.00% | 0.15% | 3.43% | 14.95% | 5.31% | 12.98% | 15.98% | 14.79% | 9.88% | 0.00% | 0.00% |
VFORX Vanguard Target Retirement 2040 Fund | 2.53% | 2.65% | 2.38% | 2.60% | 20.68% | 2.06% | 2.28% | 2.58% | 1.95% | 2.40% | 2.99% | 1.99% |
Drawdowns
JLGQX vs. VFORX - Drawdown Comparison
The maximum JLGQX drawdown since its inception was -31.84%, smaller than the maximum VFORX drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for JLGQX and VFORX.
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Volatility
JLGQX vs. VFORX - Volatility Comparison
JPMorgan Large Cap Growth R4 (JLGQX) has a higher volatility of 4.77% compared to Vanguard Target Retirement 2040 Fund (VFORX) at 2.85%. This indicates that JLGQX's price experiences larger fluctuations and is considered to be riskier than VFORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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