JLGRX vs. BPTIX

Last updated Jun 24, 2026

JLGRX (JPMorgan Large Cap Growth Fund Class R5) and BPTIX (Baron Partners Fund Institutional Class) are both Large Cap Growth Equities funds. Over the past 10 years, JLGRX returned 20.43%/yr vs 25.64%/yr for BPTIX. A 0.79 correlation means they provide meaningful diversification when combined. JLGRX charges 0.54%/yr vs 1.99%/yr for BPTIX.

Performance

JLGRX vs. BPTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Large Cap Growth Fund Class R5 (JLGRX) and Baron Partners Fund Institutional Class (BPTIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JLGRX achieves a 6.57% return, which is significantly higher than BPTIX's 4.80% return. Over the past 10 years, JLGRX has underperformed BPTIX with an annualized return of 20.43%, while BPTIX has yielded a comparatively higher 25.64% annualized return.

JLGRX

• 1D: -0.16%
• 1M: 1.18%
• YTD: 6.57%
• 6M: 4.91%
• 1Y: 18.98%
• 3Y*: 22.36%
• 5Y*: 12.77%
• 10Y*: 20.43%

BPTIX

• 1D: -6.94%
• 1M: 6.41%
• YTD: 4.80%
• 6M: 1.72%
• 1Y: 37.92%
• 3Y*: 21.63%
• 5Y*: 12.90%
• 10Y*: 25.64%

*Multi-year figures are annualized to reflect compound growth (CAGR)

JLGRX vs. BPTIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JLGRX JPMorgan Large Cap Growth Fund Class R5	6.57%	14.27%	35.30%	34.79%	-25.27%	18.35%	56.25%	39.32%	0.65%	38.26%
BPTIX Baron Partners Fund Institutional Class	4.80%	24.86%	33.09%	43.47%	-42.39%	31.69%	149.45%	47.29%	-1.75%	31.91%

Correlation

The correlation between JLGRX and BPTIX is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.46
Correlation (3Y) Calculated over the trailing 3-year period	0.60
Correlation (5Y) Calculated over the trailing 5-year period	0.70
Correlation (10Y) Calculated over the trailing 10-year period	0.74
Correlation (All Time) Calculated using the full available price history since May 29, 2009	0.79

Over the past year, the correlation between JLGRX and BPTIX has dropped to 0.46 - well below their long-term average of 0.79, suggesting their price drivers have been diverging.

Return for Risk

JLGRX vs. BPTIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JLGRX

JLGRX Risk / Return Rank: 18
JLGRX Sharpe Ratio Rank: 22
JLGRX Sortino Ratio Rank: 20
JLGRX Omega Ratio Rank: 22
JLGRX Calmar Ratio Rank: 14
JLGRX Martin Ratio Rank: 13

BPTIX

BPTIX Risk / Return Rank: 53
BPTIX Sharpe Ratio Rank: 29
BPTIX Sortino Ratio Rank: 53
BPTIX Omega Ratio Rank: 48
BPTIX Calmar Ratio Rank: 85
BPTIX Martin Ratio Rank: 50

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JLGRX vs. BPTIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class R5 (JLGRX) and Baron Partners Fund Institutional Class (BPTIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	JLGRX	BPTIX	Difference
Sharpe ratio: Return per unit of total volatility	1.24	1.44	-0.20
Sortino ratio: Return per unit of downside risk	1.73	2.82	-1.09
Omega ratio: Gain probability vs. loss probability	1.22	1.35	-0.12
Calmar ratio: Return relative to maximum drawdown	1.23	3.85	-2.62
Martin ratio: Return relative to average drawdown	3.48	9.73	-6.25

JLGRX vs. BPTIX - Sharpe Ratio Comparison

The current JLGRX Sharpe Ratio is 1.24, which is comparable to the BPTIX Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of JLGRX and BPTIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JLGRX vs. BPTIX - Drawdown Comparison

The maximum JLGRX drawdown since its inception was -31.84%, smaller than the maximum BPTIX drawdown of -51.26%. Use the drawdown chart below to compare losses from any high point for JLGRX and BPTIX.

Drawdown Indicators

	JLGRX	BPTIX	Difference
Max Drawdown Largest peak-to-trough decline	-31.84%	-51.26%	+19.42%
Max Drawdown (1Y) Largest decline over 1 year	-16.77%	-11.15%	-5.62%
Max Drawdown (3Y) Largest decline over 3 years	-21.48%	-33.29%	+11.81%
Max Drawdown (5Y) Largest decline over 5 years	-31.17%	-49.72%	+18.55%
Max Drawdown (10Y) Largest decline over 10 years	-31.84%	-51.26%	+19.42%
Current Drawdown Current decline from peak	-1.24%	-11.15%	+9.91%
Average Drawdown Average peak-to-trough decline	-5.56%	-10.77%	+5.21%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.92%	4.40%	+1.52%

Volatility

JLGRX vs. BPTIX - Volatility Comparison

The current volatility for JPMorgan Large Cap Growth Fund Class R5 (JLGRX) is 6.60%, while Baron Partners Fund Institutional Class (BPTIX) has a volatility of 13.63%. This indicates that JLGRX experiences smaller price fluctuations and is considered to be less risky than BPTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JLGRX	BPTIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.60%	13.63%	-7.03%
Volatility (6M) Calculated over the trailing 6-month period	12.48%	17.53%	-5.05%
Volatility (1Y) Calculated over the trailing 1-year period	16.69%	29.86%	-13.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.36%	34.10%	-13.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.69%	32.95%	-11.26%

JLGRX vs. BPTIX - Expense Ratio Comparison

JLGRX has a 0.54% expense ratio, which is lower than BPTIX's 1.99% expense ratio.

Dividends

JLGRX vs. BPTIX - Dividend Comparison

JLGRX's dividend yield for the trailing twelve months is around 10.42%, more than BPTIX's 3.06% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BPTIX Baron Partners Fund Institutional Class	3.06%	3.21%	0.73%	0.00%	3.07%	7.46%	3.57%	1.27%	0.00%	0.00%	0.00%	0.62%
JLGRX JPMorgan Large Cap Growth Fund Class R5	10.42%	11.10%	2.05%	0.23%	3.42%	14.42%	5.16%	12.66%	15.62%	14.53%	9.75%	4.45%

Frequently Asked Questions

Can I hold both JLGRX and BPTIX in my portfolio?

JLGRX and BPTIX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JLGRX or BPTIX?

BPTIX has higher volatility (13.63%) compared to JLGRX (6.60%). In terms of maximum drawdown, JLGRX dropped -31.84% vs BPTIX's -51.26%.

Which has better risk-adjusted returns?

BPTIX currently has the higher Sharpe Ratio (1.44 vs 1.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.