SEEGX vs. VFIAX

In the year-to-date period, SEEGX achieves a 0.43% return, which is significantly lower than VFIAX's 1.07% return. Over the past 10 years, SEEGX has outperformed VFIAX with an annualized return of 16.73%, while VFIAX has yielded a comparatively lower 12.75% annualized return.

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SEEGX has a 0.69% expense ratio, which is higher than VFIAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund (SEEGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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 0.63, which is comparable to the VFIAX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of SEEGX and VFIAX, 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 1.00%, less than VFIAX's 1.28% yield.

The maximum SEEGX drawdown since its inception was -64.32%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SEEGX and VFIAX. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Large Cap Growth Fund (SEEGX) is 5.53%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 6.12%. This indicates that SEEGX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.