SEEGX vs. APGYX
Compare and contrast key facts about JPMorgan Large Cap Growth Fund (SEEGX) and AB Large Cap Growth Fund Advisor Class (APGYX).
SEEGX is managed by JPMorgan Chase. It was launched on Feb 28, 1992. APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEEGX or APGYX.
Correlation
The correlation between SEEGX and APGYX is 0.94, 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.
Performance
SEEGX vs. APGYX - Performance Comparison
Key characteristics
SEEGX:
1.92
APGYX:
1.20
SEEGX:
2.51
APGYX:
1.59
SEEGX:
1.35
APGYX:
1.23
SEEGX:
1.81
APGYX:
1.77
SEEGX:
10.38
APGYX:
5.77
SEEGX:
3.46%
APGYX:
3.64%
SEEGX:
18.69%
APGYX:
17.54%
SEEGX:
-64.32%
APGYX:
-69.14%
SEEGX:
-3.46%
APGYX:
-8.73%
Returns By Period
In the year-to-date period, SEEGX achieves a 34.24% return, which is significantly higher than APGYX's 19.23% return. Over the past 10 years, SEEGX has underperformed APGYX with an annualized return of 8.92%, while APGYX has yielded a comparatively higher 10.71% annualized return.
SEEGX
34.24%
1.04%
8.09%
34.42%
14.93%
8.92%
APGYX
19.23%
-4.14%
-0.83%
19.70%
11.90%
10.71%
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SEEGX vs. APGYX - Expense Ratio Comparison
SEEGX has a 0.69% expense ratio, which is higher than APGYX's 0.59% expense ratio.
Risk-Adjusted Performance
SEEGX vs. APGYX - Risk-Adjusted Performance Comparison
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.
Dividends
SEEGX vs. APGYX - Dividend Comparison
Neither SEEGX nor APGYX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
SEEGX JPMorgan Large Cap Growth Fund | 0.00% | 0.12% | 0.40% | 0.00% | 0.05% | 0.04% | 0.00% | 0.00% | 0.00% |
APGYX AB Large Cap Growth Fund Advisor Class | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.11% | 0.00% | 0.00% | 0.14% |
Drawdowns
SEEGX vs. APGYX - Drawdown Comparison
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.
Volatility
SEEGX vs. APGYX - Volatility Comparison
The current volatility for JPMorgan Large Cap Growth Fund (SEEGX) is 5.28%, while AB Large Cap Growth Fund Advisor Class (APGYX) has a volatility of 8.27%. This indicates that SEEGX experiences smaller price fluctuations and is considered to be less risky than APGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.