SEEGX vs. MEGBX

In the year-to-date period, SEEGX achieves a 30.91% return, which is significantly higher than MEGBX's 27.75% return. Over the past 10 years, SEEGX has underperformed MEGBX with an annualized return of 8.54%, while MEGBX has yielded a comparatively higher 10.05% annualized return.

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SEEGX has a 0.69% expense ratio, which is lower than MEGBX's 1.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund (SEEGX) and MFS Growth Fund (MEGBX). 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 2.09, which is higher than the MEGBX Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of SEEGX and MEGBX, 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's dividend yield for the trailing twelve months is around 0.09%, while MEGBX has not paid dividends to shareholders.

The maximum SEEGX drawdown since its inception was -64.32%, smaller than the maximum MEGBX drawdown of -72.59%. Use the drawdown chart below to compare losses from any high point for SEEGX and MEGBX. For additional features, visit the drawdowns tool.

JPMorgan Large Cap Growth Fund (SEEGX) and MFS Growth Fund (MEGBX) have volatilities of 5.16% and 5.19%, 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.