TGVAX vs. SEEGX
Compare and contrast key facts about Thornburg International Equity Fund (TGVAX) and JPMorgan Large Cap Growth Fund (SEEGX).
TGVAX is managed by Thornburg. It was launched on May 28, 1998. SEEGX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TGVAX or SEEGX.
Correlation
The correlation between TGVAX and SEEGX is 0.59, 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.
Performance
TGVAX vs. SEEGX - Performance Comparison
Key characteristics
TGVAX:
1.12
SEEGX:
1.40
TGVAX:
1.51
SEEGX:
1.89
TGVAX:
1.21
SEEGX:
1.26
TGVAX:
0.58
SEEGX:
2.00
TGVAX:
2.42
SEEGX:
7.33
TGVAX:
5.94%
SEEGX:
3.60%
TGVAX:
12.82%
SEEGX:
18.84%
TGVAX:
-59.92%
SEEGX:
-64.32%
TGVAX:
-14.29%
SEEGX:
-0.64%
Returns By Period
In the year-to-date period, TGVAX achieves a 7.84% return, which is significantly higher than SEEGX's 4.55% return. Over the past 10 years, TGVAX has underperformed SEEGX with an annualized return of 0.64%, while SEEGX has yielded a comparatively higher 8.86% annualized return.
TGVAX
7.84%
7.11%
-1.15%
12.85%
4.05%
0.64%
SEEGX
4.55%
3.09%
12.30%
23.81%
13.15%
8.86%
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TGVAX vs. SEEGX - Expense Ratio Comparison
TGVAX has a 1.25% expense ratio, which is higher than SEEGX's 0.69% expense ratio.
Risk-Adjusted Performance
TGVAX vs. SEEGX — Risk-Adjusted Performance Rank
TGVAX
SEEGX
TGVAX vs. SEEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thornburg International Equity Fund (TGVAX) and JPMorgan Large Cap Growth Fund (SEEGX). 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
TGVAX vs. SEEGX - Dividend Comparison
TGVAX's dividend yield for the trailing twelve months is around 1.55%, while SEEGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGVAX Thornburg International Equity Fund | 1.55% | 1.67% | 1.82% | 1.69% | 1.03% | 0.21% | 1.08% | 1.45% | 0.80% | 1.67% | 0.99% | 0.96% |
SEEGX JPMorgan Large Cap Growth Fund | 0.00% | 0.00% | 0.12% | 0.40% | 0.00% | 0.05% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TGVAX vs. SEEGX - Drawdown Comparison
The maximum TGVAX drawdown since its inception was -59.92%, smaller than the maximum SEEGX drawdown of -64.32%. Use the drawdown chart below to compare losses from any high point for TGVAX and SEEGX. For additional features, visit the drawdowns tool.
Volatility
TGVAX vs. SEEGX - Volatility Comparison
The current volatility for Thornburg International Equity Fund (TGVAX) is 3.63%, while JPMorgan Large Cap Growth Fund (SEEGX) has a volatility of 4.77%. This indicates that TGVAX experiences smaller price fluctuations and is considered to be less risky than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.