EMRSX vs. VHIAX
Compare and contrast key facts about JPMorgan Emerging Markets Research Enhanced Equity Fund (EMRSX) and JPMorgan Growth Advantage Fund (VHIAX).
EMRSX is managed by JPMorgan. It was launched on Dec 10, 2018. VHIAX is managed by JPMorgan. It was launched on Oct 29, 1999.
Performance
EMRSX vs. VHIAX - Performance Comparison
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EMRSX vs. VHIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EMRSX JPMorgan Emerging Markets Research Enhanced Equity Fund | 4.19% | 35.27% | 6.43% | 8.91% | -21.42% | -3.38% | 18.56% | 21.40% | -1.64% |
VHIAX JPMorgan Growth Advantage Fund | -8.66% | 15.50% | 39.19% | 39.81% | -30.24% | 21.60% | 53.26% | 35.92% | -5.20% |
Returns By Period
In the year-to-date period, EMRSX achieves a 4.19% return, which is significantly higher than VHIAX's -8.66% return.
EMRSX
- 1D
- 2.92%
- 1M
- -8.95%
- YTD
- 4.19%
- 6M
- 8.39%
- 1Y
- 33.80%
- 3Y*
- 15.91%
- 5Y*
- 3.44%
- 10Y*
- —
VHIAX
- 1D
- 3.87%
- 1M
- -4.81%
- YTD
- -8.66%
- 6M
- -9.05%
- 1Y
- 16.03%
- 3Y*
- 22.23%
- 5Y*
- 10.87%
- 10Y*
- 17.57%
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EMRSX vs. VHIAX - Expense Ratio Comparison
EMRSX has a 0.35% expense ratio, which is lower than VHIAX's 1.04% expense ratio.
Return for Risk
EMRSX vs. VHIAX — Risk / Return Rank
EMRSX
VHIAX
EMRSX vs. VHIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Emerging Markets Research Enhanced Equity Fund (EMRSX) and JPMorgan Growth Advantage Fund (VHIAX). 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.
| EMRSX | VHIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.93 | 0.76 | +1.17 |
Sortino ratioReturn per unit of downside risk | 2.51 | 1.23 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.18 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.55 | 1.08 | +1.47 |
Martin ratioReturn relative to average drawdown | 10.15 | 3.45 | +6.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EMRSX | VHIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.93 | 0.76 | +1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.49 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.80 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.34 | +0.08 |
Correlation
The correlation between EMRSX and VHIAX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
EMRSX vs. VHIAX - Dividend Comparison
EMRSX's dividend yield for the trailing twelve months is around 3.53%, less than VHIAX's 13.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMRSX JPMorgan Emerging Markets Research Enhanced Equity Fund | 3.53% | 3.68% | 2.42% | 3.08% | 2.48% | 5.59% | 1.50% | 0.94% | 0.53% | 0.00% | 0.00% | 0.00% |
VHIAX JPMorgan Growth Advantage Fund | 13.90% | 12.70% | 12.63% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% |
Drawdowns
EMRSX vs. VHIAX - Drawdown Comparison
The maximum EMRSX drawdown since its inception was -41.28%, smaller than the maximum VHIAX drawdown of -85.49%. Use the drawdown chart below to compare losses from any high point for EMRSX and VHIAX.
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Drawdown Indicators
| EMRSX | VHIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.28% | -85.49% | +44.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.30% | -15.76% | +2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -38.72% | -35.25% | -3.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.25% | — |
Current DrawdownCurrent decline from peak | -10.77% | -12.50% | +1.73% |
Average DrawdownAverage peak-to-trough decline | -15.60% | -40.36% | +24.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 4.93% | -1.59% |
Volatility
EMRSX vs. VHIAX - Volatility Comparison
JPMorgan Emerging Markets Research Enhanced Equity Fund (EMRSX) has a higher volatility of 9.35% compared to JPMorgan Growth Advantage Fund (VHIAX) at 6.88%. This indicates that EMRSX's price experiences larger fluctuations and is considered to be riskier than VHIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMRSX | VHIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.35% | 6.88% | +2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 12.63% | +1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.97% | 22.62% | -4.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 22.45% | -5.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.07% | 22.16% | -3.09% |