Jpmorgan Growth Competition

VHIAX Fund

USD 40.53 0.31 0.77%

Jpmorgan Growth Advantage competes with Jpmorgan Value, Jpmorgan Equity, Jpmorgan Large, Jpmorgan Equity, and Jpmorgan Emerging; as well as few others. The fund is listed under Large Growth category and is part of JPMorgan family. Analyzing Jpmorgan Growth competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Jpmorgan Growth to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Jpmorgan Growth Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Jpmorgan Growth competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
39.54	40.53	41.52

Details

Intrinsic

Valuation

Low	Real	High
38.85	39.84	40.83

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Jpmorgan Growth. Your research has to be compared to or analyzed against Jpmorgan Growth's peers to derive any actionable benefits. When done correctly, Jpmorgan Growth's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Jpmorgan Growth Advantage.

Jpmorgan Growth Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Jpmorgan Growth and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Jpmorgan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Jpmorgan Growth Advantage does not affect the price movement of the other competitor.

	JVAAX	OIEIX	OLGAX	JUEAX	JFAMX
JVAAX		0.98	0.88	0.92	-0.04	JVAAX
OIEIX	0.98		0.92	0.96	0.1	OIEIX
OLGAX	0.88	0.92		0.99	0.28	OLGAX
JUEAX	0.92	0.96	0.99		0.26	JUEAX
JFAMX	-0.04	0.1	0.28	0.26		JFAMX
	JVAAX	OIEIX	OLGAX	JUEAX	JFAMX

Click cells to compare fundamentals

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High positive correlations

JUEAX	+ 0.99	OLGAX
OIEIX	+ 0.98	JVAAX
JUEAX	+ 0.96	OIEIX
JUEAX	+ 0.92	JVAAX
OLGAX	+ 0.92	OIEIX
OLGAX	+ 0.88	JVAAX

High negative correlations

JFAMX

- 0.04

JVAAX

Risk-Adjusted Indicators

There is a big difference between Jpmorgan Mutual Fund performing well and Jpmorgan Growth Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Jpmorgan Growth's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
JVAAX	0.56	0.01	0.00	0.14	0.37	(0.65)	0.98	(0.88)	4.41
OIEIX	0.51	0.01	(0.02)	0.14	0.29	(0.61)	1.10	(0.85)	3.65
OLGAX	0.71	0.01	0.00	0.14	0.96	(0.68)	1.57	(2.08)	4.89
JUEAX	0.56	0.00	(0.01)	0.13	0.66	(0.61)	1.16	(1.49)	4.68
JFAMX	0.68	(0.08)	0.00	(0.04)	0.00	0.00	1.29	(1.61)	4.59

Unable to evaluate fundamental data of [JVAAX, OIEIX, OLGAX, JUEAX, JFAMX] at this time. Please try again later

All Fundamental Data

Jpmorgan Growth Competitive Analysis

The better you understand Jpmorgan Growth competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Jpmorgan Growth's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Jpmorgan Growth's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	VHIAX	JVAAX	OIEIX	OLGAX	JUEAX	JFAMX
	0.77 40.53 Jpmorgan	0.02 44.10 Jpmorgan	0.15 26.95 Jpmorgan	0.78 78.47 Jpmorgan	0.48 27.14 Jpmorgan	0.20 29.89 Jpmorgan
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Good	Good	Good	Good	Very Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Under Valued	Under Valued	Over Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Buy	Buy	Strong Hold	Strong Hold	Strong Hold
Net Asset	15.93 B	9.13 B	47.89 B	60.37 B	23.32 B	8.2 B
Price To Book	4.29 X	1.62 X	2.36 X	5.17 X	2.47 X	2.54 X
Five Year Return	20.16 %	11.13 %	10.51 %	20.70 %	17.09 %	0.99 %
One Year Return	37.66 %	33.35 %	27.38 %	38.04 %	33.69 %	9.28 %
Last Dividend Paid	N/A	N/A	0.02	N/A	0.01	0.17
Price To Earning	23.16 X	16.40 X	18.52 X	24.59 X	18.03 X	16.82 X
Price To Sales	2.45 X	1.35 X	2.27 X	3.47 X	1.91 X	1.70 X
Cash Position Weight	2.16 %	2.16 %	1.92 %	8.53 %	2.30 %	0.92 %
Equity Positions Weight	97.84 %	97.83 %	98.08 %	91.47 %	97.70 %	99.08 %
Three Year Return	8.20 %	9.54 %	8.01 %	9.32 %	9.76 %	(7.21) %
Annual Yield	N/A	0.01 %	0.02 %	N/A	0 %	0.01 %
Year To Date Return	31.23 %	23.71 %	21.12 %	33.07 %	27.10 %	5.41 %
Ten Year Return	16.85 %	9.08 %	11.20 %	17.06 %	12.98 %	4.21 %
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)
Day Typical Price	40.53	44.1	26.95	78.47	27.14	29.89
Period Momentum Indicator	0.31	0.01	0.04	0.61	0.13	(0.06)
Rate Of Daily Change	1.01	1.0	1.0	1.01	1.0	1.0
Day Median Price	40.53	44.1	26.95	78.47	27.14	29.89
Price Action Indicator	0.16	0.005	0.02	0.3	0.065	(0.03)
Coefficient Of Variation	688.44	556.39	536.01	745.94	648.7	(9,189)
Mean Deviation	0.7285	0.5558	0.5131	0.708	0.5635	0.6798
Jensen Alpha	0.0207	0.0123	0.0122	0.0142	0.0011	(0.08)
Total Risk Alpha	(0.03)	(0.0004)	0.0032	(0.04)	(0.02)	(0.17)
Sortino Ratio	0.0138	(0)	(0.02)	3.0E-4	(0.01)	N/A
Downside Variance	1.58	0.3347	0.3232	1.63	0.8447	N/A
Standard Deviation	1.07	0.7504	0.6745	1.03	0.838	0.9176
Kurtosis	1.86	5.96	3.51	1.78	3.48	1.01
Potential Upside	1.56	0.977	1.1	1.57	1.16	1.29
Treynor Ratio	0.1488	0.1415	0.1426	0.1435	0.1288	(0.04)
Maximum Drawdown	5.13	4.41	3.65	4.89	4.68	4.59
Variance	1.14	0.563	0.4549	1.06	0.7023	0.8419
Market Risk Adjusted Performance	0.1588	0.1515	0.1526	0.1535	0.1388	(0.03)
Risk Adjusted Performance	0.1139	0.1372	0.1413	0.1051	0.1187	(0.01)
Skewness	(0.66)	1.43	1.07	(0.70)	(0)	0.2288
Semi Deviation	1.04	0.3731	0.2904	0.9623	0.6629	N/A
Information Ratio	0.0162	(0)	(0.02)	4.0E-4	(0.01)	(0.16)
Value At Risk	(2.16)	(0.88)	(0.85)	(2.08)	(1.49)	(1.61)
Expected Short fall	(0.73)	(0.65)	(0.61)	(0.68)	(0.61)	N/A
Downside Deviation	1.26	0.5786	0.5685	1.27	0.9191	N/A
Semi Variance	1.09	0.1392	0.0844	0.926	0.4395	N/A

Jpmorgan Growth Competition Performance Charts

Five steps to successful analysis of Jpmorgan Growth Competition

Jpmorgan Growth's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Jpmorgan Growth Advantage in relation to its competition. Jpmorgan Growth's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Jpmorgan Growth in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Jpmorgan Growth's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Jpmorgan Growth Advantage, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Jpmorgan Growth position

In addition to having Jpmorgan Growth in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Consumer Staples ETFs

ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Consumer Staples ETFs theme has 13 constituents at this time.

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Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Growth financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Growth security.

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