JLGRX vs. RICGX
Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class R5 (JLGRX) and The Investment Company of America Class R-6 (RICGX).
JLGRX is managed by JPMorgan. RICGX is an actively managed fund by American Funds. It was launched on Jan 1, 1934.
Performance
JLGRX vs. RICGX - Performance Comparison
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JLGRX vs. RICGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLGRX JPMorgan Large Cap Growth Fund Class R5 | -8.51% | 14.27% | 35.30% | 34.79% | -25.27% | 18.35% | 56.25% | 39.32% | 0.65% | 38.26% |
RICGX The Investment Company of America Class R-6 | -4.81% | 20.83% | 25.28% | 28.94% | -15.24% | 25.49% | 14.48% | 24.88% | -6.69% | 19.87% |
Returns By Period
In the year-to-date period, JLGRX achieves a -8.51% return, which is significantly lower than RICGX's -4.81% return. Over the past 10 years, JLGRX has outperformed RICGX with an annualized return of 18.12%, while RICGX has yielded a comparatively lower 13.38% annualized return.
JLGRX
- 1D
- 3.48%
- 1M
- -4.88%
- YTD
- -8.51%
- 6M
- -10.40%
- 1Y
- 12.55%
- 3Y*
- 20.42%
- 5Y*
- 10.59%
- 10Y*
- 18.12%
RICGX
- 1D
- 3.05%
- 1M
- -5.88%
- YTD
- -4.81%
- 6M
- -3.07%
- 1Y
- 17.99%
- 3Y*
- 20.41%
- 5Y*
- 12.79%
- 10Y*
- 13.38%
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JLGRX vs. RICGX - Expense Ratio Comparison
JLGRX has a 0.54% expense ratio, which is higher than RICGX's 0.27% expense ratio.
Return for Risk
JLGRX vs. RICGX — Risk / Return Rank
JLGRX
RICGX
JLGRX vs. RICGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class R5 (JLGRX) and The Investment Company of America Class R-6 (RICGX). 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.
| JLGRX | RICGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.06 | -0.42 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.61 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.75 | -0.94 |
Martin ratioReturn relative to average drawdown | 2.45 | 7.32 | -4.87 |
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
| JLGRX | RICGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.06 | -0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.81 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.81 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.85 | +0.02 |
Correlation
The correlation between JLGRX and RICGX is 0.88, 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
JLGRX vs. RICGX - Dividend Comparison
JLGRX's dividend yield for the trailing twelve months is around 12.14%, more than RICGX's 11.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLGRX JPMorgan Large Cap Growth Fund Class R5 | 12.14% | 11.10% | 2.05% | 0.23% | 3.42% | 14.42% | 5.16% | 12.66% | 15.62% | 14.53% | 9.75% | 4.45% |
RICGX The Investment Company of America Class R-6 | 11.49% | 10.89% | 9.59% | 5.25% | 6.45% | 7.24% | 1.68% | 6.74% | 11.60% | 7.36% | 5.77% | 9.70% |
Drawdowns
JLGRX vs. RICGX - Drawdown Comparison
The maximum JLGRX drawdown since its inception was -31.84%, roughly equal to the maximum RICGX drawdown of -31.06%. Use the drawdown chart below to compare losses from any high point for JLGRX and RICGX.
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Drawdown Indicators
| JLGRX | RICGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.84% | -31.06% | -0.78% |
Max Drawdown (1Y)Largest decline over 1 year | -16.77% | -10.76% | -6.01% |
Max Drawdown (5Y)Largest decline over 5 years | -31.17% | -24.14% | -7.03% |
Max Drawdown (10Y)Largest decline over 10 years | -31.84% | -31.06% | -0.78% |
Current DrawdownCurrent decline from peak | -13.87% | -7.28% | -6.59% |
Average DrawdownAverage peak-to-trough decline | -5.58% | -3.72% | -1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 2.57% | +2.96% |
Volatility
JLGRX vs. RICGX - Volatility Comparison
JPMorgan Large Cap Growth Fund Class R5 (JLGRX) has a higher volatility of 6.48% compared to The Investment Company of America Class R-6 (RICGX) at 5.76%. This indicates that JLGRX's price experiences larger fluctuations and is considered to be riskier than RICGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLGRX | RICGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 5.76% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 9.94% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 17.59% | +3.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 15.97% | +4.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 16.55% | +5.02% |