MXLGX vs. JPM
Compare and contrast key facts about Great-West Large Cap Growth Fund (MXLGX) and JPMorgan Chase & Co. (JPM).
MXLGX is managed by Great-West. It was launched on May 21, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MXLGX or JPM.
Correlation
The correlation between MXLGX and JPM is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MXLGX vs. JPM - Performance Comparison
Key characteristics
MXLGX:
0.48
JPM:
2.48
MXLGX:
0.69
JPM:
3.24
MXLGX:
1.11
JPM:
1.49
MXLGX:
0.38
JPM:
5.80
MXLGX:
1.82
JPM:
16.59
MXLGX:
4.77%
JPM:
3.54%
MXLGX:
18.25%
JPM:
23.73%
MXLGX:
-45.07%
JPM:
-74.02%
MXLGX:
-13.85%
JPM:
-0.25%
Returns By Period
In the year-to-date period, MXLGX achieves a 4.17% return, which is significantly lower than JPM's 17.10% return. Over the past 10 years, MXLGX has underperformed JPM with an annualized return of 1.42%, while JPM has yielded a comparatively higher 19.97% annualized return.
MXLGX
4.17%
2.58%
-1.47%
10.60%
1.68%
1.42%
JPM
17.10%
7.75%
31.60%
58.92%
18.95%
19.97%
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Risk-Adjusted Performance
MXLGX vs. JPM — Risk-Adjusted Performance Rank
MXLGX
JPM
MXLGX vs. JPM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Great-West Large Cap Growth Fund (MXLGX) and JPMorgan Chase & Co. (JPM). 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
MXLGX vs. JPM - Dividend Comparison
MXLGX has not paid dividends to shareholders, while JPM's dividend yield for the trailing twelve months is around 1.72%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MXLGX Great-West Large Cap Growth Fund | 0.00% | 0.00% | 0.09% | 0.42% | 0.88% | 2.63% | 0.20% | 0.36% | 0.72% | 0.18% | 0.23% | 0.70% |
JPM JPMorgan Chase & Co. | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% | 2.49% |
Drawdowns
MXLGX vs. JPM - Drawdown Comparison
The maximum MXLGX drawdown since its inception was -45.07%, smaller than the maximum JPM drawdown of -74.02%. Use the drawdown chart below to compare losses from any high point for MXLGX and JPM. For additional features, visit the drawdowns tool.
Volatility
MXLGX vs. JPM - Volatility Comparison
The current volatility for Great-West Large Cap Growth Fund (MXLGX) is 3.72%, while JPMorgan Chase & Co. (JPM) has a volatility of 4.05%. This indicates that MXLGX experiences smaller price fluctuations and is considered to be less risky than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.