JPGSX vs. VMGAX

In the year-to-date period, JPGSX achieves a -2.25% return, which is significantly lower than VMGAX's -1.68% return. Over the past 10 years, JPGSX has underperformed VMGAX with an annualized return of 7.68%, while VMGAX has yielded a comparatively higher 15.85% annualized return.

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JPGSX has a 0.59% expense ratio, which is higher than VMGAX's 0.06% expense ratio.

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.

The current JPGSX Sharpe Ratio is 0.33, which is lower than the VMGAX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of JPGSX and VMGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JPGSX's dividend yield for the trailing twelve months is around 5.78%, more than VMGAX's 0.46% yield.

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.

JPMorgan U.S. GARP Equity Fund (JPGSX) and Vanguard Mega Cap Growth Index Fund Institutional Shares (VMGAX) have volatilities of 8.02% and 8.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.