JUESX vs. SEEGX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and JPMorgan Large Cap Growth Fund (SEEGX).
JUESX is managed by JPMorgan. SEEGX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JUESX vs. SEEGX - Performance Comparison
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JUESX vs. SEEGX - 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% |
SEEGX JPMorgan Large Cap Growth Fund | -8.55% | 14.08% | 35.14% | 34.62% | -25.40% | 18.17% | 56.02% | 39.13% | 0.50% | 38.03% |
Returns By Period
In the year-to-date period, JUESX achieves a -7.67% return, which is significantly higher than SEEGX's -8.55% return. Over the past 10 years, JUESX has underperformed SEEGX with an annualized return of 14.45%, while SEEGX has yielded a comparatively higher 17.94% 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%
SEEGX
- 1D
- 3.47%
- 1M
- -4.89%
- YTD
- -8.55%
- 6M
- -10.48%
- 1Y
- 12.37%
- 3Y*
- 20.26%
- 5Y*
- 10.43%
- 10Y*
- 17.94%
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JUESX vs. SEEGX - Expense Ratio Comparison
Both JUESX and SEEGX have an expense ratio of 0.69%.
Return for Risk
JUESX vs. SEEGX — Risk / Return Rank
JUESX
SEEGX
JUESX vs. SEEGX - 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 (SEEGX). 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 | SEEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.62 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.03 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.14 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.79 | +0.26 |
Martin ratioReturn relative to average drawdown | 3.88 | 2.40 | +1.47 |
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 | SEEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.62 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.52 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.83 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.55 | -0.16 |
Correlation
The correlation between JUESX and SEEGX 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. SEEGX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.21%, less than SEEGX's 12.51% 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% |
SEEGX JPMorgan Large Cap Growth Fund | 12.51% | 11.44% | 2.00% | 0.12% | 3.42% | 14.92% | 5.27% | 12.85% | 15.97% | 14.79% | 9.88% | 4.49% |
Drawdowns
JUESX vs. SEEGX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, smaller than the maximum SEEGX drawdown of -62.09%. Use the drawdown chart below to compare losses from any high point for JUESX and SEEGX.
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Drawdown Indicators
| JUESX | SEEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -62.09% | +3.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -16.82% | +4.83% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -31.23% | +6.54% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -31.85% | -1.56% |
Current DrawdownCurrent decline from peak | -9.36% | -13.93% | +4.57% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -16.97% | +4.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 5.55% | -2.28% |
Volatility
JUESX vs. SEEGX - Volatility Comparison
The current volatility for JPMorgan US Equity Fund Class I (JUESX) is 5.55%, while JPMorgan Large Cap Growth Fund (SEEGX) has a volatility of 6.47%. This indicates that JUESX experiences smaller price fluctuations and is considered to be less risky than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUESX | SEEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 6.47% | -0.92% |
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% | 20.26% | -2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 21.57% | -3.01% |