WOBDX vs. JLGMX
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
WOBDX is managed by JPMorgan. It was launched on May 31, 1991. 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.
Performance
WOBDX vs. JLGMX - Performance Comparison
Loading graphics...
WOBDX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 0.12% | 7.38% | 1.97% | 5.79% | -12.35% | -1.11% | 8.13% | 8.34% | 0.20% | 3.81% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
Returns By Period
In the year-to-date period, WOBDX achieves a 0.12% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, WOBDX has underperformed JLGMX with an annualized return of 1.99%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
WOBDX
- 1D
- 0.19%
- 1M
- -1.47%
- YTD
- 0.12%
- 6M
- 0.83%
- 1Y
- 4.11%
- 3Y*
- 3.84%
- 5Y*
- 0.60%
- 10Y*
- 1.99%
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WOBDX vs. JLGMX - Expense Ratio Comparison
WOBDX has a 0.50% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
WOBDX vs. JLGMX — Risk / Return Rank
WOBDX
JLGMX
WOBDX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) 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.
| WOBDX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.64 | +0.38 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.05 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.15 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 0.81 | +0.90 |
Martin ratioReturn relative to average drawdown | 4.74 | 2.47 | +2.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WOBDX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.64 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.53 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.85 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 0.80 | +0.38 |
Correlation
The correlation between WOBDX and JLGMX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
WOBDX vs. JLGMX - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 4.04%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 4.04% | 3.97% | 3.95% | 3.51% | 2.68% | 2.82% | 4.00% | 3.23% | 2.91% | 2.88% | 2.84% | 2.54% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
WOBDX vs. JLGMX - Drawdown Comparison
The maximum WOBDX drawdown since its inception was -16.65%, smaller than the maximum JLGMX drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for WOBDX and JLGMX.
Loading graphics...
Drawdown Indicators
| WOBDX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.65% | -31.82% | +15.17% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -16.73% | +14.04% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -31.13% | +14.48% |
Max Drawdown (10Y)Largest decline over 10 years | -16.65% | -31.82% | +15.17% |
Current DrawdownCurrent decline from peak | -1.93% | -13.83% | +11.90% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -5.82% | +3.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 5.51% | -4.54% |
Volatility
WOBDX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan Core Bond Fund (WOBDX) is 1.63%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that WOBDX experiences smaller price fluctuations and is considered to be less risky than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WOBDX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 6.48% | -4.85% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 12.54% | -9.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.34% | 21.14% | -16.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 20.25% | -14.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.69% | 21.54% | -16.85% |