WMGAX vs. HLGEX

In the year-to-date period, WMGAX achieves a -2.43% return, which is significantly lower than HLGEX's 0.74% return. Over the past 10 years, WMGAX has underperformed HLGEX with an annualized return of 9.11%, while HLGEX has yielded a comparatively higher 10.53% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WMGAX has a 1.12% expense ratio, which is higher than HLGEX's 0.89% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Mid Cap Growth Fund (WMGAX) and JPMorgan Mid Cap Growth Fund (HLGEX). 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 WMGAX Sharpe Ratio is -0.13, which is lower than the HLGEX Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of WMGAX and HLGEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WMGAX's dividend yield for the trailing twelve months is around 7.84%, more than HLGEX's 7.29% yield.

The maximum WMGAX drawdown since its inception was -53.74%, smaller than the maximum HLGEX drawdown of -57.65%. Use the drawdown chart below to compare losses from any high point for WMGAX and HLGEX.

Delaware Ivy Mid Cap Growth Fund (WMGAX) has a higher volatility of 6.42% compared to JPMorgan Mid Cap Growth Fund (HLGEX) at 5.91%. This indicates that WMGAX's price experiences larger fluctuations and is considered to be riskier than HLGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.