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.
Performance
MAFOX vs. JLGMX - Performance Comparison
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MAFOX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAFOX BlackRock Large Cap Focus Growth Fund | -9.08% | 12.76% | 31.11% | 52.63% | -38.05% | 17.13% | 46.85% | 31.16% | 3.63% | 29.90% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
Returns By Period
In the year-to-date period, MAFOX achieves a -9.08% return, which is significantly lower than JLGMX's -8.48% return. Over the past 10 years, MAFOX has underperformed JLGMX with an annualized return of 15.03%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
MAFOX
- 1D
- 3.91%
- 1M
- -5.63%
- YTD
- -9.08%
- 6M
- -10.43%
- 1Y
- 14.14%
- 3Y*
- 19.93%
- 5Y*
- 8.13%
- 10Y*
- 15.03%
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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MAFOX vs. JLGMX - Expense Ratio Comparison
MAFOX has a 0.67% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
MAFOX vs. JLGMX — Risk / Return Rank
MAFOX
JLGMX
MAFOX vs. JLGMX - Risk-Adjusted Trends 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.
| MAFOX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.64 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.05 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 0.81 | +0.10 |
Martin ratioReturn relative to average drawdown | 3.12 | 2.47 | +0.64 |
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
| MAFOX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.64 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.53 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.85 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.80 | -0.71 |
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.
Dividends
MAFOX vs. JLGMX - Dividend Comparison
MAFOX's dividend yield for the trailing twelve months is around 17.63%, more than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAFOX BlackRock Large Cap Focus Growth Fund | 17.63% | 16.03% | 4.04% | 3.05% | 2.01% | 11.20% | 0.53% | 5.45% | 4.43% | 4.06% | 0.00% | 4.66% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
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 -31.82%. Use the drawdown chart below to compare losses from any high point for MAFOX and JLGMX.
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Drawdown Indicators
| MAFOX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -89.93% | -31.82% | -58.11% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -16.73% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -42.39% | -31.13% | -11.26% |
Max Drawdown (10Y)Largest decline over 10 years | -42.39% | -31.82% | -10.57% |
Current DrawdownCurrent decline from peak | -13.45% | -13.83% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -54.57% | -5.82% | -48.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 5.51% | -0.59% |
Volatility
MAFOX vs. JLGMX - Volatility Comparison
BlackRock Large Cap Focus Growth Fund (MAFOX) has a higher volatility of 7.48% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 6.48%. 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.
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Volatility by Period
| MAFOX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.48% | 6.48% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 13.96% | 12.54% | +1.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.71% | 21.14% | +2.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.61% | 20.25% | +3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.61% | 21.54% | +1.07% |