Correlation
The correlation between MIEYX and JLGMX is 0.90, 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.
MIEYX vs. JLGMX
Compare and contrast key facts about MM S&P 500 Index Fund (MIEYX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
MIEYX is managed by MassMutual. It was launched on Feb 27, 1998. 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: MIEYX or JLGMX.
Performance
MIEYX vs. JLGMX - Performance Comparison
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Key characteristics
MIEYX:
0.71
JLGMX:
0.64
MIEYX:
1.01
JLGMX:
0.89
MIEYX:
1.15
JLGMX:
1.12
MIEYX:
0.66
JLGMX:
0.59
MIEYX:
2.49
JLGMX:
1.91
MIEYX:
4.97%
JLGMX:
6.63%
MIEYX:
19.78%
JLGMX:
23.91%
MIEYX:
-55.79%
JLGMX:
-31.82%
MIEYX:
-3.55%
JLGMX:
-4.71%
Returns By Period
In the year-to-date period, MIEYX achieves a 0.86% return, which is significantly higher than JLGMX's 0.30% return. Over the past 10 years, MIEYX has underperformed JLGMX with an annualized return of 12.29%, while JLGMX has yielded a comparatively higher 16.96% annualized return.
MIEYX
0.86%
5.60%
-1.62%
12.90%
13.81%
15.33%
12.29%
JLGMX
0.30%
6.28%
-0.10%
15.35%
19.54%
17.21%
16.96%
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MIEYX vs. JLGMX - Expense Ratio Comparison
MIEYX has a 0.46% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
MIEYX vs. JLGMX — Risk-Adjusted Performance Rank
MIEYX
JLGMX
MIEYX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MM S&P 500 Index Fund (MIEYX) 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
MIEYX vs. JLGMX - Dividend Comparison
MIEYX's dividend yield for the trailing twelve months is around 32.62%, more than JLGMX's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIEYX MM S&P 500 Index Fund | 32.62% | 32.90% | 7.13% | 33.24% | 13.29% | 16.30% | 6.38% | 19.13% | 24.03% | 6.20% | 3.92% | 3.63% |
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
MIEYX vs. JLGMX - Drawdown Comparison
The maximum MIEYX drawdown since its inception was -55.79%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for MIEYX and JLGMX.
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Volatility
MIEYX vs. JLGMX - Volatility Comparison
MM S&P 500 Index Fund (MIEYX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX) have volatilities of 4.83% and 4.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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