VHIAX vs. JGACX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (VHIAX) and JPMorgan Growth Advantage Fund (JGACX).
VHIAX is managed by JPMorgan. It was launched on Oct 29, 1999. JGACX is managed by JPMorgan. It was launched on May 1, 2006.
Performance
VHIAX vs. JGACX - Performance Comparison
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VHIAX vs. JGACX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | -8.66% | 15.50% | 39.19% | 39.81% | -30.24% | 21.60% | 53.26% | 35.92% | -1.52% | 35.19% |
JGACX JPMorgan Growth Advantage Fund | -8.78% | 14.89% | 41.22% | 39.06% | -30.57% | 20.93% | 52.51% | 35.24% | -2.01% | 28.54% |
Returns By Period
The year-to-date returns for both stocks are quite close, with VHIAX having a -8.66% return and JGACX slightly lower at -8.78%. Over the past 10 years, VHIAX has outperformed JGACX with an annualized return of 17.57%, while JGACX has yielded a comparatively lower 16.68% annualized return.
VHIAX
- 1D
- 3.87%
- 1M
- -4.81%
- YTD
- -8.66%
- 6M
- -9.05%
- 1Y
- 16.03%
- 3Y*
- 22.23%
- 5Y*
- 10.87%
- 10Y*
- 17.57%
JGACX
- 1D
- 3.86%
- 1M
- -4.85%
- YTD
- -8.78%
- 6M
- -9.29%
- 1Y
- 15.44%
- 3Y*
- 22.40%
- 5Y*
- 10.74%
- 10Y*
- 16.68%
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VHIAX vs. JGACX - Expense Ratio Comparison
VHIAX has a 1.04% expense ratio, which is lower than JGACX's 1.54% expense ratio.
Return for Risk
VHIAX vs. JGACX — Risk / Return Rank
VHIAX
JGACX
VHIAX vs. JGACX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (VHIAX) and JPMorgan Growth Advantage Fund (JGACX). 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.
| VHIAX | JGACX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.73 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.20 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.03 | +0.05 |
Martin ratioReturn relative to average drawdown | 3.45 | 3.29 | +0.17 |
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
| VHIAX | JGACX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.73 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.48 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.73 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.55 | -0.21 |
Correlation
The correlation between VHIAX and JGACX is 1.00, 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
VHIAX vs. JGACX - Dividend Comparison
VHIAX's dividend yield for the trailing twelve months is around 13.90%, less than JGACX's 18.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | 13.90% | 12.70% | 12.63% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% |
JGACX JPMorgan Growth Advantage Fund | 18.88% | 17.22% | 16.40% | 0.81% | 0.54% | 19.49% | 12.46% | 11.71% | 11.44% | 0.16% | 0.00% | 3.95% |
Drawdowns
VHIAX vs. JGACX - Drawdown Comparison
The maximum VHIAX drawdown since its inception was -85.49%, which is greater than JGACX's maximum drawdown of -54.27%. Use the drawdown chart below to compare losses from any high point for VHIAX and JGACX.
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Drawdown Indicators
| VHIAX | JGACX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.49% | -54.27% | -31.22% |
Max Drawdown (1Y)Largest decline over 1 year | -15.76% | -15.94% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -35.25% | -35.58% | +0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -35.25% | -35.58% | +0.33% |
Current DrawdownCurrent decline from peak | -12.50% | -12.69% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -40.36% | -9.30% | -31.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 4.99% | -0.06% |
Volatility
VHIAX vs. JGACX - Volatility Comparison
JPMorgan Growth Advantage Fund (VHIAX) and JPMorgan Growth Advantage Fund (JGACX) have volatilities of 6.88% and 6.88%, 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.
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Volatility by Period
| VHIAX | JGACX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 6.88% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 12.63% | 12.61% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.62% | 22.61% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.45% | 22.57% | -0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.16% | 22.91% | -0.75% |