VIGIX vs. JLGMX
Compare and contrast key facts about Vanguard Growth Index Fund Institutional Shares (VIGIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
VIGIX is managed by Vanguard. It was launched on May 14, 1998. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIGIX or JLGMX.
Correlation
The correlation between VIGIX and JLGMX is 0.90, 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.
Performance
VIGIX vs. JLGMX - Performance Comparison
Key characteristics
VIGIX:
0.49
JLGMX:
0.48
VIGIX:
0.85
JLGMX:
0.82
VIGIX:
1.12
JLGMX:
1.11
VIGIX:
0.54
JLGMX:
0.54
VIGIX:
1.96
JLGMX:
1.89
VIGIX:
6.32%
JLGMX:
6.09%
VIGIX:
25.19%
JLGMX:
23.83%
VIGIX:
-57.17%
JLGMX:
-31.82%
VIGIX:
-15.58%
JLGMX:
-14.42%
Returns By Period
In the year-to-date period, VIGIX achieves a -12.04% return, which is significantly lower than JLGMX's -9.92% return. Over the past 10 years, VIGIX has underperformed JLGMX with an annualized return of 13.66%, while JLGMX has yielded a comparatively higher 15.78% annualized return.
VIGIX
-12.04%
-7.31%
-6.85%
9.43%
16.28%
13.66%
JLGMX
-9.92%
-6.51%
-6.53%
8.29%
17.45%
15.78%
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VIGIX vs. JLGMX - Expense Ratio Comparison
VIGIX has a 0.04% expense ratio, which is lower than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
VIGIX vs. JLGMX — Risk-Adjusted Performance Rank
VIGIX
JLGMX
VIGIX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Institutional Shares (VIGIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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
VIGIX vs. JLGMX - Dividend Comparison
VIGIX's dividend yield for the trailing twelve months is around 0.54%, less than JLGMX's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.54% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 1.29% | 1.16% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% | 1.77% |
Drawdowns
VIGIX vs. JLGMX - Drawdown Comparison
The maximum VIGIX drawdown since its inception was -57.17%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for VIGIX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
VIGIX vs. JLGMX - Volatility Comparison
Vanguard Growth Index Fund Institutional Shares (VIGIX) has a higher volatility of 16.86% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 14.93%. This indicates that VIGIX's price experiences larger fluctuations and is considered to be riskier than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.