LGLIX vs. JLGMX

In the year-to-date period, LGLIX achieves a 46.69% return, which is significantly higher than JLGMX's 33.65% return. Over the past 10 years, LGLIX has underperformed JLGMX with an annualized return of 8.57%, while JLGMX has yielded a comparatively higher 9.18% annualized return.

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LGLIX has a 0.64% expense ratio, which is higher than JLGMX's 0.44% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Growth Leaders Fund (LGLIX) 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.

The current LGLIX Sharpe Ratio is 2.37, which is comparable to the JLGMX Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of LGLIX and JLGMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LGLIX has not paid dividends to shareholders, while JLGMX's dividend yield for the trailing twelve months is around 0.23%.

The maximum LGLIX drawdown since its inception was -55.73%, which is greater than JLGMX's maximum drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for LGLIX and JLGMX. For additional features, visit the drawdowns tool.

Lord Abbett Growth Leaders Fund (LGLIX) has a higher volatility of 6.35% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 4.99%. This indicates that LGLIX'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.