NEEGX vs. HLGEX
Compare and contrast key facts about Needham Growth Fund (NEEGX) and JPMorgan Mid Cap Growth Fund (HLGEX).
NEEGX is managed by Needham. It was launched on Jan 2, 1996. HLGEX is managed by JPMorgan. It was launched on Mar 2, 1989.
Performance
NEEGX vs. HLGEX - Performance Comparison
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NEEGX vs. HLGEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEEGX Needham Growth Fund | 15.68% | 8.76% | 14.45% | 26.85% | -33.57% | 27.63% | 41.73% | 42.33% | -10.56% | 8.33% |
HLGEX JPMorgan Mid Cap Growth Fund | -5.79% | 8.65% | 22.80% | 23.11% | -27.08% | 10.67% | 48.33% | 39.73% | -5.07% | 29.51% |
Returns By Period
In the year-to-date period, NEEGX achieves a 15.68% return, which is significantly higher than HLGEX's -5.79% return. Both investments have delivered pretty close results over the past 10 years, with NEEGX having a 12.74% annualized return and HLGEX not far behind at 12.70%.
NEEGX
- 1D
- 4.73%
- 1M
- -6.88%
- YTD
- 15.68%
- 6M
- 17.81%
- 1Y
- 49.67%
- 3Y*
- 18.80%
- 5Y*
- 7.05%
- 10Y*
- 12.74%
HLGEX
- 1D
- 3.94%
- 1M
- -6.15%
- YTD
- -5.79%
- 6M
- -8.32%
- 1Y
- 11.90%
- 3Y*
- 12.84%
- 5Y*
- 3.94%
- 10Y*
- 12.70%
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NEEGX vs. HLGEX - Expense Ratio Comparison
NEEGX has a 1.78% expense ratio, which is higher than HLGEX's 0.89% expense ratio.
Return for Risk
NEEGX vs. HLGEX — Risk / Return Rank
NEEGX
HLGEX
NEEGX vs. HLGEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Needham Growth Fund (NEEGX) and JPMorgan Mid Cap Growth Fund (HLGEX). 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.
| NEEGX | HLGEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 0.56 | +1.00 |
Sortino ratioReturn per unit of downside risk | 2.16 | 0.95 | +1.21 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.13 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 3.25 | 0.87 | +2.38 |
Martin ratioReturn relative to average drawdown | 10.67 | 2.75 | +7.92 |
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
| NEEGX | HLGEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 0.56 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.18 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.58 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.49 | +0.06 |
Correlation
The correlation between NEEGX and HLGEX is 0.85, 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
NEEGX vs. HLGEX - Dividend Comparison
NEEGX's dividend yield for the trailing twelve months is around 6.54%, less than HLGEX's 10.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEEGX Needham Growth Fund | 6.54% | 7.57% | 3.92% | 0.00% | 1.78% | 6.92% | 5.73% | 11.31% | 17.79% | 9.70% | 4.22% | 6.74% |
HLGEX JPMorgan Mid Cap Growth Fund | 10.01% | 9.43% | 14.70% | 0.00% | 0.79% | 8.87% | 10.61% | 7.29% | 7.26% | 6.41% | 0.04% | 5.32% |
Drawdowns
NEEGX vs. HLGEX - Drawdown Comparison
The maximum NEEGX drawdown since its inception was -53.60%, smaller than the maximum HLGEX drawdown of -57.65%. Use the drawdown chart below to compare losses from any high point for NEEGX and HLGEX.
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Drawdown Indicators
| NEEGX | HLGEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.60% | -57.65% | +4.05% |
Max Drawdown (1Y)Largest decline over 1 year | -15.15% | -14.19% | -0.96% |
Max Drawdown (5Y)Largest decline over 5 years | -43.35% | -37.16% | -6.19% |
Max Drawdown (10Y)Largest decline over 10 years | -43.35% | -37.16% | -6.19% |
Current DrawdownCurrent decline from peak | -7.54% | -10.81% | +3.27% |
Average DrawdownAverage peak-to-trough decline | -10.95% | -11.46% | +0.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 4.46% | +0.15% |
Volatility
NEEGX vs. HLGEX - Volatility Comparison
Needham Growth Fund (NEEGX) has a higher volatility of 11.31% compared to JPMorgan Mid Cap Growth Fund (HLGEX) at 7.64%. This indicates that NEEGX's price experiences larger fluctuations and is considered to be riskier than HLGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEEGX | HLGEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.31% | 7.64% | +3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 20.91% | 13.72% | +7.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.23% | 23.08% | +9.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.04% | 22.32% | +5.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.01% | 21.90% | +3.11% |