JPGSX vs. VMGAX
Compare and contrast key facts about JPMorgan U.S. GARP Equity Fund (JPGSX) and Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX).
JPGSX is managed by JPMorgan Chase. It was launched on Feb 28, 2003. VMGAX is managed by Vanguard. It was launched on Apr 3, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPGSX or VMGAX.
Correlation
The correlation between JPGSX and VMGAX is 0.97, 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.
Performance
JPGSX vs. VMGAX - Performance Comparison
Key characteristics
JPGSX:
1.69
VMGAX:
2.08
JPGSX:
2.19
VMGAX:
2.69
JPGSX:
1.32
VMGAX:
1.37
JPGSX:
1.59
VMGAX:
2.76
JPGSX:
8.57
VMGAX:
10.40
JPGSX:
3.52%
VMGAX:
3.61%
JPGSX:
17.83%
VMGAX:
18.01%
JPGSX:
-53.17%
VMGAX:
-48.61%
JPGSX:
-8.18%
VMGAX:
-3.56%
Returns By Period
In the year-to-date period, JPGSX achieves a 0.99% return, which is significantly higher than VMGAX's 0.52% return. Over the past 10 years, JPGSX has underperformed VMGAX with an annualized return of 8.57%, while VMGAX has yielded a comparatively higher 16.74% annualized return.
JPGSX
0.99%
-7.90%
0.65%
27.69%
9.20%
8.57%
VMGAX
0.52%
-2.15%
5.70%
34.71%
18.81%
16.74%
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JPGSX vs. VMGAX - Expense Ratio Comparison
JPGSX has a 0.59% expense ratio, which is higher than VMGAX's 0.06% expense ratio.
Risk-Adjusted Performance
JPGSX vs. VMGAX — Risk-Adjusted Performance Rank
JPGSX
VMGAX
JPGSX vs. VMGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. GARP Equity Fund (JPGSX) and Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX). 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.
Dividends
JPGSX vs. VMGAX - Dividend Comparison
JPGSX has not paid dividends to shareholders, while VMGAX's dividend yield for the trailing twelve months is around 0.29%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPGSX JPMorgan U.S. GARP Equity Fund | 0.00% | 0.00% | 0.31% | 0.30% | 0.17% | 1.01% | 0.82% | 0.93% | 0.63% | 0.90% | 0.05% | 0.53% |
VMGAX Vanguard Mega Cap Growth Index Fund Institutional Shares | 0.29% | 0.29% | 0.51% | 0.71% | 0.42% | 0.65% | 0.86% | 1.13% | 1.23% | 1.53% | 1.44% | 1.25% |
Drawdowns
JPGSX vs. VMGAX - Drawdown Comparison
The maximum JPGSX drawdown since its inception was -53.17%, which is greater than VMGAX's maximum drawdown of -48.61%. Use the drawdown chart below to compare losses from any high point for JPGSX and VMGAX. For additional features, visit the drawdowns tool.
Volatility
JPGSX vs. VMGAX - Volatility Comparison
JPMorgan U.S. GARP Equity Fund (JPGSX) has a higher volatility of 7.99% compared to Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX) at 5.92%. This indicates that JPGSX's price experiences larger fluctuations and is considered to be riskier than VMGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.