JPPEX vs. TLVAX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and Timothy Plan Large/Mid Cap Value Fund (TLVAX).
JPPEX is managed by JPMorgan. TLVAX is managed by Timothy Plan. It was launched on Jul 14, 1999.
Performance
JPPEX vs. TLVAX - Performance Comparison
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JPPEX vs. TLVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPPEX JPMorgan Mid Cap Equity Fund Class R6 | -0.22% | 6.34% | 18.87% | 16.46% | -15.83% | 20.24% | 22.96% | 33.03% | -7.96% | 21.54% |
TLVAX Timothy Plan Large/Mid Cap Value Fund | 3.41% | 4.80% | 11.64% | 13.21% | -11.70% | 26.86% | 13.07% | 26.39% | -8.93% | 17.50% |
Returns By Period
In the year-to-date period, JPPEX achieves a -0.22% return, which is significantly lower than TLVAX's 3.41% return. Over the past 10 years, JPPEX has outperformed TLVAX with an annualized return of 11.26%, while TLVAX has yielded a comparatively lower 9.55% annualized return.
JPPEX
- 1D
- 2.39%
- 1M
- -5.60%
- YTD
- -0.22%
- 6M
- -0.20%
- 1Y
- 10.49%
- 3Y*
- 12.45%
- 5Y*
- 6.27%
- 10Y*
- 11.26%
TLVAX
- 1D
- 1.63%
- 1M
- -5.95%
- YTD
- 3.41%
- 6M
- 1.62%
- 1Y
- 8.80%
- 3Y*
- 9.67%
- 5Y*
- 7.42%
- 10Y*
- 9.55%
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JPPEX vs. TLVAX - Expense Ratio Comparison
JPPEX has a 0.64% expense ratio, which is lower than TLVAX's 1.58% expense ratio.
Return for Risk
JPPEX vs. TLVAX — Risk / Return Rank
JPPEX
TLVAX
JPPEX vs. TLVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and Timothy Plan Large/Mid Cap Value Fund (TLVAX). 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.
| JPPEX | TLVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.57 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.01 | 0.94 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.13 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.89 | +0.03 |
Martin ratioReturn relative to average drawdown | 4.10 | 3.41 | +0.69 |
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
| JPPEX | TLVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.57 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.48 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.56 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.43 | +0.10 |
Correlation
The correlation between JPPEX and TLVAX is 0.93, 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
JPPEX vs. TLVAX - Dividend Comparison
JPPEX's dividend yield for the trailing twelve months is around 6.46%, less than TLVAX's 8.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPPEX JPMorgan Mid Cap Equity Fund Class R6 | 6.46% | 6.45% | 8.83% | 0.73% | 3.06% | 7.83% | 11.84% | 8.84% | 13.25% | 6.03% | 3.49% | 5.29% |
TLVAX Timothy Plan Large/Mid Cap Value Fund | 8.86% | 9.16% | 10.05% | 0.86% | 5.52% | 4.35% | 3.39% | 11.83% | 10.96% | 6.78% | 1.25% | 12.89% |
Drawdowns
JPPEX vs. TLVAX - Drawdown Comparison
The maximum JPPEX drawdown since its inception was -38.32%, smaller than the maximum TLVAX drawdown of -55.23%. Use the drawdown chart below to compare losses from any high point for JPPEX and TLVAX.
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Drawdown Indicators
| JPPEX | TLVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.32% | -55.23% | +16.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -11.09% | -1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -20.69% | -4.23% |
Max Drawdown (10Y)Largest decline over 10 years | -38.32% | -37.34% | -0.98% |
Current DrawdownCurrent decline from peak | -6.02% | -5.95% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -5.46% | -8.30% | +2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.89% | -0.11% |
Volatility
JPPEX vs. TLVAX - Volatility Comparison
JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) has a higher volatility of 5.20% compared to Timothy Plan Large/Mid Cap Value Fund (TLVAX) at 4.18%. This indicates that JPPEX's price experiences larger fluctuations and is considered to be riskier than TLVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPPEX | TLVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 4.18% | +1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 8.71% | +0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.68% | 15.91% | +1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.45% | 15.43% | +2.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.57% | 17.01% | +2.56% |