EAEAX vs. JUEMX
Compare and contrast key facts about Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) and JPMorgan U.S. Equity Fund R6 (JUEMX).
EAEAX is managed by Blackrock. It was launched on Mar 3, 2002. JUEMX 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: EAEAX or JUEMX.
Correlation
The correlation between EAEAX and JUEMX is 0.98, 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
EAEAX vs. JUEMX - Performance Comparison
Key characteristics
EAEAX:
0.33
JUEMX:
0.12
EAEAX:
0.58
JUEMX:
0.31
EAEAX:
1.09
JUEMX:
1.05
EAEAX:
0.32
JUEMX:
0.11
EAEAX:
1.25
JUEMX:
0.34
EAEAX:
4.64%
JUEMX:
7.56%
EAEAX:
17.53%
JUEMX:
20.94%
EAEAX:
-57.02%
JUEMX:
-34.95%
EAEAX:
-9.88%
JUEMX:
-15.94%
Returns By Period
In the year-to-date period, EAEAX achieves a -5.04% return, which is significantly higher than JUEMX's -7.13% return. Over the past 10 years, EAEAX has outperformed JUEMX with an annualized return of 7.38%, while JUEMX has yielded a comparatively lower 5.64% annualized return.
EAEAX
-5.04%
-1.19%
-5.78%
4.71%
11.38%
7.38%
JUEMX
-7.13%
-1.02%
-12.56%
1.26%
9.75%
5.64%
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EAEAX vs. JUEMX - Expense Ratio Comparison
EAEAX has a 1.25% expense ratio, which is higher than JUEMX's 0.44% expense ratio.
Risk-Adjusted Performance
EAEAX vs. JUEMX — Risk-Adjusted Performance Rank
EAEAX
JUEMX
EAEAX vs. JUEMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) and JPMorgan U.S. Equity Fund R6 (JUEMX). 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
EAEAX vs. JUEMX - Dividend Comparison
EAEAX's dividend yield for the trailing twelve months is around 0.11%, less than JUEMX's 0.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund | 0.11% | 0.11% | 0.53% | 0.56% | 0.33% | 0.57% | 0.66% | 0.88% | 0.85% | 0.93% | 0.75% | 0.60% |
JUEMX JPMorgan U.S. Equity Fund R6 | 0.79% | 0.77% | 1.06% | 1.28% | 0.79% | 0.92% | 1.10% | 1.41% | 1.11% | 1.22% | 1.24% | 1.36% |
Drawdowns
EAEAX vs. JUEMX - Drawdown Comparison
The maximum EAEAX drawdown since its inception was -57.02%, which is greater than JUEMX's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for EAEAX and JUEMX. For additional features, visit the drawdowns tool.
Volatility
EAEAX vs. JUEMX - Volatility Comparison
The current volatility for Eaton Vance Tax-Managed Equity Asset Allocation Fund (EAEAX) is 12.87%, while JPMorgan U.S. Equity Fund R6 (JUEMX) has a volatility of 14.17%. This indicates that EAEAX experiences smaller price fluctuations and is considered to be less risky than JUEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.