Correlation
The correlation between KCXIX 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.
KCXIX vs. JLGMX
Compare and contrast key facts about Knights of Columbus U.S. All Cap Index Fund (KCXIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
KCXIX is managed by Catholic Investor. It was launched on Dec 31, 2019. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KCXIX or JLGMX.
Performance
KCXIX vs. JLGMX - Performance Comparison
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Key characteristics
KCXIX:
0.72
JLGMX:
0.64
KCXIX:
1.04
JLGMX:
0.89
KCXIX:
1.15
JLGMX:
1.12
KCXIX:
0.67
JLGMX:
0.59
KCXIX:
2.47
JLGMX:
1.91
KCXIX:
5.54%
JLGMX:
6.63%
KCXIX:
21.28%
JLGMX:
23.91%
KCXIX:
-35.77%
JLGMX:
-31.82%
KCXIX:
-3.46%
JLGMX:
-4.71%
Returns By Period
In the year-to-date period, KCXIX achieves a 1.06% return, which is significantly higher than JLGMX's 0.30% return.
KCXIX
1.06%
6.54%
-2.11%
15.27%
14.76%
16.16%
N/A
JLGMX
0.30%
6.28%
-0.10%
15.35%
19.54%
17.21%
16.96%
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KCXIX vs. JLGMX - Expense Ratio Comparison
KCXIX has a 0.92% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
KCXIX vs. JLGMX — Risk-Adjusted Performance Rank
KCXIX
JLGMX
KCXIX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus U.S. All Cap Index Fund (KCXIX) 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.
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Dividends
KCXIX vs. JLGMX - Dividend Comparison
KCXIX's dividend yield for the trailing twelve months is around 2.60%, more than JLGMX's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCXIX Knights of Columbus U.S. All Cap Index Fund | 2.60% | 2.62% | 1.86% | 1.41% | 1.48% | 1.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 1.16% | 1.16% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% | 1.77% |
Drawdowns
KCXIX vs. JLGMX - Drawdown Comparison
The maximum KCXIX drawdown since its inception was -35.77%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for KCXIX and JLGMX.
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Volatility
KCXIX vs. JLGMX - Volatility Comparison
Knights of Columbus U.S. All Cap Index Fund (KCXIX) has a higher volatility of 5.01% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 4.77%. This indicates that KCXIX's price experiences larger fluctuations and is considered to be riskier than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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