JUEMX vs. JLGMX
Compare and contrast key facts about JPMorgan U.S. Equity Fund R6 (JUEMX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
JUEMX is managed by JPMorgan. It was launched on Sep 17, 1993. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Performance
JUEMX vs. JLGMX - Performance Comparison
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JUEMX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUEMX JPMorgan U.S. Equity Fund R6 | -7.67% | 14.75% | 31.28% | 27.37% | -18.74% | 28.66% | 26.70% | 32.40% | -5.80% | 21.70% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
Returns By Period
In the year-to-date period, JUEMX achieves a -7.67% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, JUEMX has underperformed JLGMX with an annualized return of 14.75%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
JUEMX
- 1D
- 2.97%
- 1M
- -5.97%
- YTD
- -7.67%
- 6M
- -7.24%
- 1Y
- 11.53%
- 3Y*
- 18.08%
- 5Y*
- 11.62%
- 10Y*
- 14.75%
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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JUEMX vs. JLGMX - Expense Ratio Comparison
Both JUEMX and JLGMX have an expense ratio of 0.44%.
Return for Risk
JUEMX vs. JLGMX — Risk / Return Rank
JUEMX
JLGMX
JUEMX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund R6 (JUEMX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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.
| JUEMX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.64 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.05 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.15 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 0.81 | +0.27 |
Martin ratioReturn relative to average drawdown | 3.99 | 2.47 | +1.51 |
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
| JUEMX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.64 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.53 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.85 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.80 | 0.00 |
Correlation
The correlation between JUEMX and JLGMX is 0.91, 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
JUEMX vs. JLGMX - Dividend Comparison
JUEMX's dividend yield for the trailing twelve months is around 6.44%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUEMX JPMorgan U.S. Equity Fund R6 | 6.44% | 5.93% | 12.09% | 2.14% | 5.20% | 10.82% | 6.70% | 10.14% | 14.65% | 8.81% | 4.87% | 6.27% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
JUEMX vs. JLGMX - Drawdown Comparison
The maximum JUEMX drawdown since its inception was -33.37%, roughly equal to the maximum JLGMX drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for JUEMX and JLGMX.
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Drawdown Indicators
| JUEMX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.37% | -31.82% | -1.55% |
Max Drawdown (1Y)Largest decline over 1 year | -11.90% | -16.73% | +4.83% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -31.13% | +6.61% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | -31.82% | -1.55% |
Current DrawdownCurrent decline from peak | -9.29% | -13.83% | +4.54% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -5.82% | +1.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 5.51% | -2.27% |
Volatility
JUEMX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan U.S. Equity Fund R6 (JUEMX) is 5.56%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that JUEMX experiences smaller price fluctuations and is considered to be less risky than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUEMX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 6.48% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 12.54% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.60% | 21.14% | -2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 20.25% | -2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 21.54% | -2.98% |