GEQYX vs. JFFSX

In the year-to-date period, GEQYX achieves a 0.87% return, which is significantly lower than JFFSX's 4.33% return. Over the past 10 years, GEQYX has outperformed JFFSX with an annualized return of 10.92%, while JFFSX has yielded a comparatively lower 8.08% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

GEQYX has a 0.12% expense ratio, which is lower than JFFSX's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Equity Index Fund (GEQYX) and JPMorgan SmartRetirement 2055 Fund (JFFSX). 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.

The current GEQYX Sharpe Ratio is 0.58, which is comparable to the JFFSX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of GEQYX and JFFSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GEQYX's dividend yield for the trailing twelve months is around 3.79%, more than JFFSX's 2.20% yield.

The maximum GEQYX drawdown since its inception was -55.99%, which is greater than JFFSX's maximum drawdown of -33.20%. Use the drawdown chart below to compare losses from any high point for GEQYX and JFFSX.

GuideStone Funds Equity Index Fund (GEQYX) has a higher volatility of 4.83% compared to JPMorgan SmartRetirement 2055 Fund (JFFSX) at 3.76%. This indicates that GEQYX's price experiences larger fluctuations and is considered to be riskier than JFFSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.