CMEUX vs. JMUEX
Compare and contrast key facts about Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) and JPMorgan U.S. Equity Fund (JMUEX).
CMEUX is managed by Blackrock. It was launched on Apr 10, 2019. JMUEX is managed by JPMorgan Chase. It was launched on Sep 17, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMEUX or JMUEX.
Correlation
The correlation between CMEUX and JMUEX is 0.95, 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
CMEUX vs. JMUEX - Performance Comparison
Key characteristics
CMEUX:
1.26
JMUEX:
0.57
CMEUX:
1.73
JMUEX:
0.82
CMEUX:
1.23
JMUEX:
1.12
CMEUX:
1.88
JMUEX:
0.80
CMEUX:
7.50
JMUEX:
2.08
CMEUX:
2.27%
JMUEX:
4.07%
CMEUX:
13.53%
JMUEX:
14.91%
CMEUX:
-28.39%
JMUEX:
-66.17%
CMEUX:
-3.66%
JMUEX:
-10.59%
Returns By Period
In the year-to-date period, CMEUX achieves a 0.53% return, which is significantly higher than JMUEX's -1.20% return.
CMEUX
0.53%
-2.57%
5.18%
15.53%
15.50%
N/A
JMUEX
-1.20%
-3.45%
-3.07%
7.31%
10.36%
6.12%
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CMEUX vs. JMUEX - Expense Ratio Comparison
CMEUX has a 0.07% expense ratio, which is lower than JMUEX's 0.57% expense ratio.
Risk-Adjusted Performance
CMEUX vs. JMUEX — Risk-Adjusted Performance Rank
CMEUX
JMUEX
CMEUX vs. JMUEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) and JPMorgan U.S. Equity Fund (JMUEX). 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
CMEUX vs. JMUEX - Dividend Comparison
CMEUX's dividend yield for the trailing twelve months is around 1.01%, more than JMUEX's 0.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMEUX Six Circles Managed Equity Portfolio U.S. Unconstrained Fund | 1.01% | 1.02% | 1.16% | 1.38% | 0.89% | 1.48% | 1.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JMUEX JPMorgan U.S. Equity Fund | 0.68% | 0.67% | 0.96% | 1.16% | 0.68% | 0.83% | 0.99% | 1.29% | 0.99% | 1.11% | 1.12% | 1.26% |
Drawdowns
CMEUX vs. JMUEX - Drawdown Comparison
The maximum CMEUX drawdown since its inception was -28.39%, smaller than the maximum JMUEX drawdown of -66.17%. Use the drawdown chart below to compare losses from any high point for CMEUX and JMUEX. For additional features, visit the drawdowns tool.
Volatility
CMEUX vs. JMUEX - Volatility Comparison
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) has a higher volatility of 3.96% compared to JPMorgan U.S. Equity Fund (JMUEX) at 3.53%. This indicates that CMEUX's price experiences larger fluctuations and is considered to be riskier than JMUEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.