RBCGX vs. JVASX
Compare and contrast key facts about Reynolds Blue Chip Growth Fund (RBCGX) and JPMorgan Value Advantage Fund (JVASX).
RBCGX is managed by Reynolds. It was launched on Aug 12, 1988. JVASX is managed by JPMorgan. It was launched on Feb 28, 2005.
Performance
RBCGX vs. JVASX - Performance Comparison
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RBCGX vs. JVASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBCGX Reynolds Blue Chip Growth Fund | -7.00% | 14.42% | 33.73% | 28.83% | -30.06% | -3.63% | 43.98% | 25.52% | -3.81% | 24.73% |
JVASX JPMorgan Value Advantage Fund | -0.44% | 9.70% | 27.34% | 9.89% | -3.87% | 28.48% | -1.79% | 27.07% | -9.20% | 13.96% |
Returns By Period
In the year-to-date period, RBCGX achieves a -7.00% return, which is significantly lower than JVASX's -0.44% return. Both investments have delivered pretty close results over the past 10 years, with RBCGX having a 10.40% annualized return and JVASX not far ahead at 10.90%.
RBCGX
- 1D
- 2.24%
- 1M
- -3.67%
- YTD
- -7.00%
- 6M
- -9.37%
- 1Y
- 12.07%
- 3Y*
- 19.26%
- 5Y*
- 3.74%
- 10Y*
- 10.40%
JVASX
- 1D
- 1.88%
- 1M
- -5.46%
- YTD
- -0.44%
- 6M
- 2.48%
- 1Y
- 8.13%
- 3Y*
- 15.79%
- 5Y*
- 10.37%
- 10Y*
- 10.90%
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RBCGX vs. JVASX - Expense Ratio Comparison
RBCGX has a 1.85% expense ratio, which is higher than JVASX's 0.79% expense ratio.
Return for Risk
RBCGX vs. JVASX — Risk / Return Rank
RBCGX
JVASX
RBCGX vs. JVASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Reynolds Blue Chip Growth Fund (RBCGX) and JPMorgan Value Advantage Fund (JVASX). 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.
| RBCGX | JVASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.49 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.21 | 0.80 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.11 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 0.76 | +0.09 |
Martin ratioReturn relative to average drawdown | 2.46 | 3.02 | -0.56 |
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
| RBCGX | JVASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.49 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.66 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.59 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.48 | -0.08 |
Correlation
The correlation between RBCGX and JVASX is 0.69, 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.
Dividends
RBCGX vs. JVASX - Dividend Comparison
RBCGX's dividend yield for the trailing twelve months is around 17.94%, more than JVASX's 12.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBCGX Reynolds Blue Chip Growth Fund | 17.94% | 16.69% | 7.84% | 0.00% | 6.27% | 7.33% | 9.93% | 4.67% | 21.03% | 8.16% | 9.06% | 6.53% |
JVASX JPMorgan Value Advantage Fund | 12.76% | 12.70% | 19.48% | 7.18% | 10.52% | 14.21% | 3.13% | 3.94% | 7.38% | 2.05% | 1.23% | 1.71% |
Drawdowns
RBCGX vs. JVASX - Drawdown Comparison
The maximum RBCGX drawdown since its inception was -77.12%, which is greater than JVASX's maximum drawdown of -57.87%. Use the drawdown chart below to compare losses from any high point for RBCGX and JVASX.
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Drawdown Indicators
| RBCGX | JVASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.12% | -57.87% | -19.25% |
Max Drawdown (1Y)Largest decline over 1 year | -14.55% | -11.76% | -2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -45.47% | -17.50% | -27.97% |
Max Drawdown (10Y)Largest decline over 10 years | -45.47% | -41.09% | -4.38% |
Current DrawdownCurrent decline from peak | -12.64% | -6.31% | -6.33% |
Average DrawdownAverage peak-to-trough decline | -24.49% | -6.57% | -17.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.07% | 2.97% | +2.10% |
Volatility
RBCGX vs. JVASX - Volatility Comparison
Reynolds Blue Chip Growth Fund (RBCGX) and JPMorgan Value Advantage Fund (JVASX) have volatilities of 4.20% and 4.08%, 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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Volatility by Period
| RBCGX | JVASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 4.08% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 8.41% | +1.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.15% | 16.25% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 15.72% | +4.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.50% | 18.41% | +2.09% |