JNBAX vs. SEEGX
Compare and contrast key facts about JPMorgan Income Builder Fund Class A (JNBAX) and JPMorgan Large Cap Growth Fund (SEEGX).
JNBAX is a passively managed fund by JPMorgan that tracks the performance of the 60% MSCI World Index (net total return) / 40% Bloomberg U.S. Aggregate Index. It was launched on May 31, 2007. SEEGX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JNBAX vs. SEEGX - Performance Comparison
Loading graphics...
JNBAX vs. SEEGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNBAX JPMorgan Income Builder Fund Class A | -0.28% | 12.74% | 7.22% | 9.20% | -12.97% | 8.82% | 6.09% | 14.81% | -4.46% | 11.85% |
SEEGX JPMorgan Large Cap Growth Fund | -8.55% | 14.08% | 35.14% | 34.62% | -25.40% | 18.17% | 56.02% | 39.13% | 0.50% | 38.03% |
Returns By Period
In the year-to-date period, JNBAX achieves a -0.28% return, which is significantly higher than SEEGX's -8.55% return. Over the past 10 years, JNBAX has underperformed SEEGX with an annualized return of 5.64%, while SEEGX has yielded a comparatively higher 17.94% annualized return.
JNBAX
- 1D
- 1.57%
- 1M
- -3.81%
- YTD
- -0.28%
- 6M
- 1.77%
- 1Y
- 11.02%
- 3Y*
- 8.51%
- 5Y*
- 3.90%
- 10Y*
- 5.64%
SEEGX
- 1D
- 3.47%
- 1M
- -4.89%
- YTD
- -8.55%
- 6M
- -10.48%
- 1Y
- 12.37%
- 3Y*
- 20.26%
- 5Y*
- 10.43%
- 10Y*
- 17.94%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JNBAX vs. SEEGX - Expense Ratio Comparison
JNBAX has a 0.75% expense ratio, which is higher than SEEGX's 0.69% expense ratio.
Return for Risk
JNBAX vs. SEEGX — Risk / Return Rank
JNBAX
SEEGX
JNBAX vs. SEEGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund Class A (JNBAX) and JPMorgan Large Cap Growth Fund (SEEGX). 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.
| JNBAX | SEEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.62 | +0.82 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.03 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.14 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 0.79 | +1.06 |
Martin ratioReturn relative to average drawdown | 8.28 | 2.40 | +5.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JNBAX | SEEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.62 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.52 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.83 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.55 | +0.01 |
Correlation
The correlation between JNBAX and SEEGX is 0.73, 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
JNBAX vs. SEEGX - Dividend Comparison
JNBAX's dividend yield for the trailing twelve months is around 5.18%, less than SEEGX's 12.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBAX JPMorgan Income Builder Fund Class A | 5.18% | 5.04% | 5.77% | 4.94% | 4.46% | 8.18% | 3.34% | 4.03% | 4.41% | 3.74% | 4.27% | 4.06% |
SEEGX JPMorgan Large Cap Growth Fund | 12.51% | 11.44% | 2.00% | 0.12% | 3.42% | 14.92% | 5.27% | 12.85% | 15.97% | 14.79% | 9.88% | 4.49% |
Drawdowns
JNBAX vs. SEEGX - Drawdown Comparison
The maximum JNBAX drawdown since its inception was -37.41%, smaller than the maximum SEEGX drawdown of -62.09%. Use the drawdown chart below to compare losses from any high point for JNBAX and SEEGX.
Loading graphics...
Drawdown Indicators
| JNBAX | SEEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.41% | -62.09% | +24.68% |
Max Drawdown (1Y)Largest decline over 1 year | -6.20% | -16.82% | +10.62% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -31.23% | +11.97% |
Max Drawdown (10Y)Largest decline over 10 years | -23.56% | -31.85% | +8.29% |
Current DrawdownCurrent decline from peak | -4.26% | -13.93% | +9.67% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -16.97% | +12.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 5.55% | -4.16% |
Volatility
JNBAX vs. SEEGX - Volatility Comparison
The current volatility for JPMorgan Income Builder Fund Class A (JNBAX) is 3.66%, while JPMorgan Large Cap Growth Fund (SEEGX) has a volatility of 6.47%. This indicates that JNBAX experiences smaller price fluctuations and is considered to be less risky than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JNBAX | SEEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 6.47% | -2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 5.12% | 12.54% | -7.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.90% | 21.14% | -13.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.75% | 20.26% | -12.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.84% | 21.57% | -13.73% |