LLSCX vs. JCMAX
Compare and contrast key facts about Longleaf Partners Small-Cap Fund (LLSCX) and JPMorgan Mid Cap Equity Fund Class A (JCMAX).
LLSCX is managed by Longleaf Partners. It was launched on Feb 21, 1989. JCMAX is managed by JPMorgan. It was launched on Nov 2, 2009.
Performance
LLSCX vs. JCMAX - Performance Comparison
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LLSCX vs. JCMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LLSCX Longleaf Partners Small-Cap Fund | -3.68% | 7.56% | 9.69% | 20.17% | -19.25% | 11.18% | 4.17% | 27.74% | -6.52% | 9.07% |
JCMAX JPMorgan Mid Cap Equity Fund Class A | -2.67% | 5.82% | 18.44% | 15.87% | -16.24% | 19.67% | 22.33% | 32.37% | -8.43% | 20.96% |
Returns By Period
In the year-to-date period, LLSCX achieves a -3.68% return, which is significantly lower than JCMAX's -2.67% return. Over the past 10 years, LLSCX has underperformed JCMAX with an annualized return of 6.69%, while JCMAX has yielded a comparatively higher 10.46% annualized return.
LLSCX
- 1D
- 0.61%
- 1M
- -3.81%
- YTD
- -3.68%
- 6M
- -2.59%
- 1Y
- 2.07%
- 3Y*
- 9.42%
- 5Y*
- 1.87%
- 10Y*
- 6.69%
JCMAX
- 1D
- -0.50%
- 1M
- -7.88%
- YTD
- -2.67%
- 6M
- -3.02%
- 1Y
- 7.87%
- 3Y*
- 11.07%
- 5Y*
- 5.58%
- 10Y*
- 10.46%
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LLSCX vs. JCMAX - Expense Ratio Comparison
LLSCX has a 0.95% expense ratio, which is lower than JCMAX's 1.14% expense ratio.
Return for Risk
LLSCX vs. JCMAX — Risk / Return Rank
LLSCX
JCMAX
LLSCX vs. JCMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Longleaf Partners Small-Cap Fund (LLSCX) and JPMorgan Mid Cap Equity Fund Class A (JCMAX). 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.
| LLSCX | JCMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 0.47 | -0.32 |
Sortino ratioReturn per unit of downside risk | 0.32 | 0.79 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.11 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.10 | 0.53 | -0.43 |
Martin ratioReturn relative to average drawdown | 0.30 | 2.38 | -2.09 |
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
| LLSCX | JCMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.47 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.32 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.54 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.64 | -0.13 |
Correlation
The correlation between LLSCX and JCMAX is 0.81, 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
LLSCX vs. JCMAX - Dividend Comparison
LLSCX's dividend yield for the trailing twelve months is around 1.22%, less than JCMAX's 6.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLSCX Longleaf Partners Small-Cap Fund | 1.22% | 1.17% | 0.11% | 0.94% | 1.20% | 0.82% | 5.85% | 14.89% | 18.13% | 8.43% | 18.01% | 5.91% |
JCMAX JPMorgan Mid Cap Equity Fund Class A | 6.33% | 6.16% | 8.60% | 0.31% | 2.63% | 7.65% | 11.63% | 8.54% | 12.89% | 5.69% | 3.23% | 5.06% |
Drawdowns
LLSCX vs. JCMAX - Drawdown Comparison
The maximum LLSCX drawdown since its inception was -63.97%, which is greater than JCMAX's maximum drawdown of -38.33%. Use the drawdown chart below to compare losses from any high point for LLSCX and JCMAX.
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Drawdown Indicators
| LLSCX | JCMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.97% | -38.33% | -25.64% |
Max Drawdown (1Y)Largest decline over 1 year | -10.47% | -12.34% | +1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -28.37% | -25.26% | -3.11% |
Max Drawdown (10Y)Largest decline over 10 years | -42.23% | -38.33% | -3.90% |
Current DrawdownCurrent decline from peak | -7.92% | -8.26% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -8.90% | -5.19% | -3.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 2.77% | +0.91% |
Volatility
LLSCX vs. JCMAX - Volatility Comparison
The current volatility for Longleaf Partners Small-Cap Fund (LLSCX) is 3.90%, while JPMorgan Mid Cap Equity Fund Class A (JCMAX) has a volatility of 4.42%. This indicates that LLSCX experiences smaller price fluctuations and is considered to be less risky than JCMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LLSCX | JCMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 4.42% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 9.17% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 17.55% | -2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 17.41% | -0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.58% | 19.59% | +4.99% |