TLVAX vs. JCMAX
Compare and contrast key facts about Timothy Plan Large/Mid Cap Value Fund (TLVAX) and JPMorgan Mid Cap Equity Fund Class A (JCMAX).
TLVAX is managed by Timothy Plan. It was launched on Jul 14, 1999. JCMAX is managed by JPMorgan. It was launched on Nov 2, 2009.
Performance
TLVAX vs. JCMAX - Performance Comparison
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TLVAX vs. JCMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TLVAX Timothy Plan Large/Mid Cap Value Fund | 3.41% | 4.80% | 11.64% | 13.21% | -11.70% | 26.86% | 13.07% | 26.39% | -8.93% | 17.50% |
JCMAX JPMorgan Mid Cap Equity Fund Class A | -0.34% | 5.82% | 18.44% | 15.87% | -16.24% | 19.67% | 22.33% | 32.37% | -8.43% | 20.96% |
Returns By Period
In the year-to-date period, TLVAX achieves a 3.41% return, which is significantly higher than JCMAX's -0.34% return. Over the past 10 years, TLVAX has underperformed JCMAX with an annualized return of 9.55%, while JCMAX has yielded a comparatively higher 10.72% annualized return.
TLVAX
- 1D
- 1.63%
- 1M
- -5.95%
- YTD
- 3.41%
- 6M
- 1.62%
- 1Y
- 8.80%
- 3Y*
- 9.67%
- 5Y*
- 7.42%
- 10Y*
- 9.55%
JCMAX
- 1D
- 2.40%
- 1M
- -5.63%
- YTD
- -0.34%
- 6M
- -0.45%
- 1Y
- 9.96%
- 3Y*
- 11.95%
- 5Y*
- 5.78%
- 10Y*
- 10.72%
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TLVAX vs. JCMAX - Expense Ratio Comparison
TLVAX has a 1.58% expense ratio, which is higher than JCMAX's 1.14% expense ratio.
Return for Risk
TLVAX vs. JCMAX — Risk / Return Rank
TLVAX
JCMAX
TLVAX vs. JCMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Large/Mid Cap Value Fund (TLVAX) and JPMorgan Mid Cap Equity Fund Class A (JCMAX). 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.
| TLVAX | JCMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.59 | -0.02 |
Sortino ratioReturn per unit of downside risk | 0.94 | 0.97 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.13 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.88 | +0.01 |
Martin ratioReturn relative to average drawdown | 3.41 | 3.89 | -0.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TLVAX | JCMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.59 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.33 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.55 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.65 | -0.22 |
Correlation
The correlation between TLVAX and JCMAX 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.
Dividends
TLVAX vs. JCMAX - Dividend Comparison
TLVAX's dividend yield for the trailing twelve months is around 8.86%, more than JCMAX's 6.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLVAX Timothy Plan Large/Mid Cap Value Fund | 8.86% | 9.16% | 10.05% | 0.86% | 5.52% | 4.35% | 3.39% | 11.83% | 10.96% | 6.78% | 1.25% | 12.89% |
JCMAX JPMorgan Mid Cap Equity Fund Class A | 6.18% | 6.16% | 8.60% | 0.31% | 2.63% | 7.65% | 11.63% | 8.54% | 12.89% | 5.69% | 3.23% | 5.06% |
Drawdowns
TLVAX vs. JCMAX - Drawdown Comparison
The maximum TLVAX drawdown since its inception was -55.23%, which is greater than JCMAX's maximum drawdown of -38.33%. Use the drawdown chart below to compare losses from any high point for TLVAX and JCMAX.
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Drawdown Indicators
| TLVAX | JCMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.23% | -38.33% | -16.90% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -12.34% | +1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -20.69% | -25.26% | +4.57% |
Max Drawdown (10Y)Largest decline over 10 years | -37.34% | -38.33% | +0.99% |
Current DrawdownCurrent decline from peak | -5.95% | -6.06% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -8.30% | -5.19% | -3.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.79% | +0.10% |
Volatility
TLVAX vs. JCMAX - Volatility Comparison
The current volatility for Timothy Plan Large/Mid Cap Value Fund (TLVAX) is 4.18%, while JPMorgan Mid Cap Equity Fund Class A (JCMAX) has a volatility of 5.20%. This indicates that TLVAX experiences smaller price fluctuations and is considered to be less risky than JCMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TLVAX | JCMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.18% | 5.20% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 8.71% | 9.47% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.91% | 17.68% | -1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.43% | 17.44% | -2.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.01% | 19.60% | -2.59% |