JUESX vs. JLGMX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
JUESX is managed by JPMorgan. 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
JUESX vs. JLGMX - Performance Comparison
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JUESX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | -7.67% | 14.39% | 31.07% | 27.06% | -18.95% | 28.33% | 26.17% | 32.02% | -6.01% | 21.40% |
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, JUESX achieves a -7.67% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, JUESX has underperformed JLGMX with an annualized return of 14.45%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
JUESX
- 1D
- 2.99%
- 1M
- -5.96%
- YTD
- -7.67%
- 6M
- -7.31%
- 1Y
- 11.28%
- 3Y*
- 17.80%
- 5Y*
- 11.35%
- 10Y*
- 14.45%
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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JUESX vs. JLGMX - Expense Ratio Comparison
JUESX has a 0.69% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
JUESX vs. JLGMX — Risk / Return Rank
JUESX
JLGMX
JUESX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Fund Class I (JUESX) 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.
| JUESX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.64 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.05 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.15 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.81 | +0.24 |
Martin ratioReturn relative to average drawdown | 3.88 | 2.47 | +1.40 |
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
| JUESX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.64 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.53 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.85 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.80 | -0.41 |
Correlation
The correlation between JUESX 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
JUESX vs. JLGMX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.21%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | 6.21% | 5.73% | 11.92% | 1.94% | 4.97% | 10.64% | 6.38% | 9.92% | 14.45% | 8.60% | 4.64% | 5.94% |
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
JUESX vs. JLGMX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for JUESX and JLGMX.
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Drawdown Indicators
| JUESX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -31.82% | -26.92% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -16.73% | +4.74% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -31.13% | +6.44% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -31.82% | -1.59% |
Current DrawdownCurrent decline from peak | -9.36% | -13.83% | +4.47% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -5.82% | -6.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 5.51% | -2.24% |
Volatility
JUESX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan US Equity Fund Class I (JUESX) is 5.55%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that JUESX 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
| JUESX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 6.48% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 12.54% | -2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 21.14% | -2.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 20.25% | -2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 21.54% | -2.98% |