JLPSX vs. ABALX
Compare and contrast key facts about JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and American Funds American Balanced Fund Class A (ABALX).
JLPSX is managed by JPMorgan. It was launched on Nov 1, 2005. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
JLPSX vs. ABALX - Performance Comparison
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JLPSX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | -6.67% | 14.83% | 37.27% | 29.98% | -18.34% | 28.75% | 26.10% | 29.96% | -7.15% | 21.43% |
ABALX American Funds American Balanced Fund Class A | -1.12% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, JLPSX achieves a -6.67% return, which is significantly lower than ABALX's -1.12% return. Over the past 10 years, JLPSX has outperformed ABALX with an annualized return of 15.26%, while ABALX has yielded a comparatively lower 9.17% annualized return.
JLPSX
- 1D
- 3.05%
- 1M
- -5.34%
- YTD
- -6.67%
- 6M
- -4.59%
- 1Y
- 12.84%
- 3Y*
- 21.12%
- 5Y*
- 13.31%
- 10Y*
- 15.26%
ABALX
- 1D
- 1.79%
- 1M
- -4.88%
- YTD
- -1.12%
- 6M
- 2.08%
- 1Y
- 16.95%
- 3Y*
- 14.07%
- 5Y*
- 8.20%
- 10Y*
- 9.17%
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JLPSX vs. ABALX - Expense Ratio Comparison
JLPSX has a 1.45% expense ratio, which is higher than ABALX's 0.56% expense ratio.
Return for Risk
JLPSX vs. ABALX — Risk / Return Rank
JLPSX
ABALX
JLPSX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and American Funds American Balanced Fund Class A (ABALX). 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.
| JLPSX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.56 | -0.82 |
Sortino ratioReturn per unit of downside risk | 1.16 | 2.28 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.32 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 2.43 | -1.25 |
Martin ratioReturn relative to average drawdown | 4.57 | 10.15 | -5.58 |
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
| JLPSX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.56 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.79 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.87 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.79 | -0.23 |
Correlation
The correlation between JLPSX and ABALX is 0.94, 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
JLPSX vs. ABALX - Dividend Comparison
JLPSX's dividend yield for the trailing twelve months is around 3.19%, less than ABALX's 8.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | 3.19% | 2.98% | 12.87% | 11.67% | 32.43% | 28.14% | 28.69% | 22.82% | 17.84% | 13.85% | 4.73% | 9.24% |
ABALX American Funds American Balanced Fund Class A | 8.39% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
JLPSX vs. ABALX - Drawdown Comparison
The maximum JLPSX drawdown since its inception was -51.33%, which is greater than ABALX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for JLPSX and ABALX.
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Drawdown Indicators
| JLPSX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -40.20% | -11.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -7.33% | -4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -25.68% | -18.76% | -6.92% |
Max Drawdown (10Y)Largest decline over 10 years | -35.09% | -22.34% | -12.75% |
Current DrawdownCurrent decline from peak | -8.35% | -5.37% | -2.98% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -3.86% | -3.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 1.76% | +1.27% |
Volatility
JLPSX vs. ABALX - Volatility Comparison
JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) has a higher volatility of 5.82% compared to American Funds American Balanced Fund Class A (ABALX) at 3.89%. This indicates that JLPSX's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLPSX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 3.89% | +1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 6.96% | +2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 11.22% | +7.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.60% | 10.45% | +7.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.40% | 10.63% | +11.77% |