DFUSX vs. JEPAX
Compare and contrast key facts about DFA U.S. Large Company Portfolio (DFUSX) and JPMorgan Equity Premium Income Fund Class A (JEPAX).
DFUSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 23, 1999. JEPAX is managed by JPMorgan. It was launched on Aug 31, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFUSX or JEPAX.
Correlation
The correlation between DFUSX and JEPAX is 0.78, 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
DFUSX vs. JEPAX - Performance Comparison
Key characteristics
DFUSX:
0.53
JEPAX:
0.32
DFUSX:
0.87
JEPAX:
0.55
DFUSX:
1.13
JEPAX:
1.09
DFUSX:
0.55
JEPAX:
0.34
DFUSX:
2.26
JEPAX:
1.51
DFUSX:
4.55%
JEPAX:
3.00%
DFUSX:
19.44%
JEPAX:
14.10%
DFUSX:
-54.96%
JEPAX:
-32.69%
DFUSX:
-9.88%
JEPAX:
-7.37%
Returns By Period
In the year-to-date period, DFUSX achieves a -5.72% return, which is significantly lower than JEPAX's -3.46% return.
DFUSX
-5.72%
-0.92%
-4.31%
9.65%
12.38%
10.22%
JEPAX
-3.46%
-2.33%
-3.92%
4.54%
10.72%
N/A
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DFUSX vs. JEPAX - Expense Ratio Comparison
DFUSX has a 0.08% expense ratio, which is lower than JEPAX's 0.85% expense ratio.
Risk-Adjusted Performance
DFUSX vs. JEPAX — Risk-Adjusted Performance Rank
DFUSX
JEPAX
DFUSX vs. JEPAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Large Company Portfolio (DFUSX) and JPMorgan Equity Premium Income Fund Class A (JEPAX). 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
DFUSX vs. JEPAX - Dividend Comparison
DFUSX's dividend yield for the trailing twelve months is around 1.36%, less than JEPAX's 7.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFUSX DFA U.S. Large Company Portfolio | 1.36% | 1.24% | 4.17% | 6.24% | 6.57% | 3.82% | 2.25% | 2.64% | 2.13% | 2.65% | 2.87% | 1.81% |
JEPAX JPMorgan Equity Premium Income Fund Class A | 7.59% | 6.95% | 8.19% | 11.98% | 7.34% | 11.35% | 7.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFUSX vs. JEPAX - Drawdown Comparison
The maximum DFUSX drawdown since its inception was -54.96%, which is greater than JEPAX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for DFUSX and JEPAX. For additional features, visit the drawdowns tool.
Volatility
DFUSX vs. JEPAX - Volatility Comparison
DFA U.S. Large Company Portfolio (DFUSX) has a higher volatility of 14.19% compared to JPMorgan Equity Premium Income Fund Class A (JEPAX) at 11.37%. This indicates that DFUSX's price experiences larger fluctuations and is considered to be riskier than JEPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.