Correlation
The correlation between JSPJX and TWCGX is 0.87, 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.
JSPJX vs. TWCGX
Compare and contrast key facts about Jackson Square Large-Cap Growth Fund (JSPJX) and American Century Growth Fund (TWCGX).
JSPJX is managed by Jackson Square. It was launched on Dec 3, 1993. TWCGX is managed by American Century Investments. It was launched on Jun 30, 1971.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSPJX or TWCGX.
Performance
JSPJX vs. TWCGX - Performance Comparison
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Key characteristics
JSPJX:
0.76
TWCGX:
0.38
JSPJX:
1.07
TWCGX:
0.58
JSPJX:
1.15
TWCGX:
1.08
JSPJX:
0.76
TWCGX:
0.30
JSPJX:
2.86
TWCGX:
0.94
JSPJX:
5.02%
TWCGX:
7.82%
JSPJX:
21.91%
TWCGX:
25.44%
JSPJX:
-47.02%
TWCGX:
-58.57%
JSPJX:
-1.12%
TWCGX:
-6.53%
Returns By Period
In the year-to-date period, JSPJX achieves a 6.21% return, which is significantly higher than TWCGX's -2.45% return.
JSPJX
6.21%
6.43%
4.17%
16.64%
19.12%
30.53%
N/A
TWCGX
-2.45%
7.02%
-1.96%
9.35%
16.73%
14.53%
14.23%
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JSPJX vs. TWCGX - Expense Ratio Comparison
JSPJX has a 0.96% expense ratio, which is higher than TWCGX's 0.94% expense ratio.
Risk-Adjusted Performance
JSPJX vs. TWCGX — Risk-Adjusted Performance Rank
JSPJX
TWCGX
JSPJX vs. TWCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jackson Square Large-Cap Growth Fund (JSPJX) and American Century Growth Fund (TWCGX). 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.
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Dividends
JSPJX vs. TWCGX - Dividend Comparison
JSPJX's dividend yield for the trailing twelve months is around 2.86%, less than TWCGX's 6.11% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
JSPJX Jackson Square Large-Cap Growth Fund | 2.86% | 3.04% | 0.00% | 0.00% | 60.66% | 5.33% | 22.77% | 32.68% | 11.63% | 16.64% | 0.00% | 0.00% |
TWCGX American Century Growth Fund | 6.11% | 5.96% | 4.81% | 4.86% | 9.84% | 5.33% | 5.60% | 14.07% | 10.28% | 5.26% | 7.16% | 25.23% |
Drawdowns
JSPJX vs. TWCGX - Drawdown Comparison
The maximum JSPJX drawdown since its inception was -47.02%, smaller than the maximum TWCGX drawdown of -58.57%. Use the drawdown chart below to compare losses from any high point for JSPJX and TWCGX.
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Volatility
JSPJX vs. TWCGX - Volatility Comparison
The current volatility for Jackson Square Large-Cap Growth Fund (JSPJX) is 4.99%, while American Century Growth Fund (TWCGX) has a volatility of 6.07%. This indicates that JSPJX experiences smaller price fluctuations and is considered to be less risky than TWCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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