SEEGX vs. APGYX

In the year-to-date period, SEEGX achieves a 1.42% return, which is significantly lower than APGYX's 1.50% return. Over the past 10 years, SEEGX has underperformed APGYX with an annualized return of 9.15%, while APGYX has yielded a comparatively higher 11.03% annualized return.

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SEEGX has a 0.69% expense ratio, which is higher than APGYX's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund (SEEGX) and AB Large Cap Growth Fund Advisor Class (APGYX). 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.

The current SEEGX Sharpe Ratio is 1.69, which is higher than the APGYX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of SEEGX and APGYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SEEGX has not paid dividends to shareholders, while APGYX's dividend yield for the trailing twelve months is around 0.06%.

The maximum SEEGX drawdown since its inception was -64.32%, smaller than the maximum APGYX drawdown of -69.14%. Use the drawdown chart below to compare losses from any high point for SEEGX and APGYX. For additional features, visit the drawdowns tool.

JPMorgan Large Cap Growth Fund (SEEGX) has a higher volatility of 6.26% compared to AB Large Cap Growth Fund Advisor Class (APGYX) at 5.61%. This indicates that SEEGX's price experiences larger fluctuations and is considered to be riskier than APGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.