MAFOX vs. JLGMX
Compare and contrast key facts about BlackRock Large Cap Focus Growth Fund (MAFOX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
MAFOX is managed by Blackrock. It was launched on Mar 3, 2000. 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: MAFOX or JLGMX.
Correlation
The correlation between MAFOX and JLGMX is 0.95, 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.
Performance
MAFOX vs. JLGMX - Performance Comparison
Key characteristics
MAFOX:
0.94
JLGMX:
1.29
MAFOX:
1.35
JLGMX:
1.79
MAFOX:
1.18
JLGMX:
1.24
MAFOX:
0.58
JLGMX:
1.82
MAFOX:
3.93
JLGMX:
6.66
MAFOX:
4.81%
JLGMX:
3.60%
MAFOX:
20.27%
JLGMX:
18.58%
MAFOX:
-89.93%
JLGMX:
-39.64%
MAFOX:
-17.03%
JLGMX:
-0.79%
Returns By Period
In the year-to-date period, MAFOX achieves a 3.66% return, which is significantly lower than JLGMX's 4.42% return. Over the past 10 years, MAFOX has outperformed JLGMX with an annualized return of 10.77%, while JLGMX has yielded a comparatively lower 9.20% annualized return.
MAFOX
3.66%
1.91%
8.89%
20.80%
10.44%
10.77%
JLGMX
4.42%
2.23%
10.52%
26.55%
13.86%
9.20%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MAFOX vs. JLGMX - Expense Ratio Comparison
MAFOX has a 0.67% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
MAFOX vs. JLGMX — Risk-Adjusted Performance Rank
MAFOX
JLGMX
MAFOX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Large Cap Focus Growth Fund (MAFOX) 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.
Dividends
MAFOX vs. JLGMX - Dividend Comparison
MAFOX has not paid dividends to shareholders, while JLGMX's dividend yield for the trailing twelve months is around 0.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
MAFOX BlackRock Large Cap Focus Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 0.20% | 0.21% | 0.31% | 0.61% | 0.00% | 0.12% | 0.26% | 0.08% |
Drawdowns
MAFOX vs. JLGMX - Drawdown Comparison
The maximum MAFOX drawdown since its inception was -89.93%, which is greater than JLGMX's maximum drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for MAFOX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
MAFOX vs. JLGMX - Volatility Comparison
BlackRock Large Cap Focus Growth Fund (MAFOX) has a higher volatility of 6.10% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 4.64%. This indicates that MAFOX'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.