GEQYX vs. JFFSX
Compare and contrast key facts about GuideStone Funds Equity Index Fund (GEQYX) and JPMorgan SmartRetirement 2055 Fund (JFFSX).
GEQYX is managed by GuideStone Funds. It was launched on Aug 27, 2001. JFFSX is managed by JPMorgan Chase. It was launched on Jan 30, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GEQYX or JFFSX.
Correlation
The correlation between GEQYX and JFFSX 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
GEQYX vs. JFFSX - Performance Comparison
Key characteristics
GEQYX:
1.61
JFFSX:
1.54
GEQYX:
2.18
JFFSX:
2.14
GEQYX:
1.29
JFFSX:
1.28
GEQYX:
2.47
JFFSX:
1.10
GEQYX:
8.49
JFFSX:
8.49
GEQYX:
2.45%
JFFSX:
2.00%
GEQYX:
12.97%
JFFSX:
11.06%
GEQYX:
-56.05%
JFFSX:
-33.67%
GEQYX:
-1.65%
JFFSX:
-1.20%
Returns By Period
In the year-to-date period, GEQYX achieves a 4.03% return, which is significantly lower than JFFSX's 5.17% return. Over the past 10 years, GEQYX has outperformed JFFSX with an annualized return of 11.36%, while JFFSX has yielded a comparatively lower 5.06% annualized return.
GEQYX
4.03%
1.99%
7.36%
20.67%
11.94%
11.36%
JFFSX
5.17%
3.17%
5.99%
16.35%
5.04%
5.06%
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GEQYX vs. JFFSX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
GEQYX vs. JFFSX — Risk-Adjusted Performance Rank
GEQYX
JFFSX
GEQYX vs. JFFSX - Risk-Adjusted Performance Comparison
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.
Dividends
GEQYX vs. JFFSX - Dividend Comparison
GEQYX's dividend yield for the trailing twelve months is around 1.16%, less than JFFSX's 1.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEQYX GuideStone Funds Equity Index Fund | 1.16% | 1.21% | 1.36% | 1.51% | 1.07% | 1.41% | 1.62% | 1.74% | 1.56% | 2.27% | 2.67% | 4.05% |
JFFSX JPMorgan SmartRetirement 2055 Fund | 1.97% | 2.07% | 1.57% | 1.63% | 2.76% | 1.43% | 1.81% | 2.59% | 1.69% | 1.87% | 1.84% | 2.45% |
Drawdowns
GEQYX vs. JFFSX - Drawdown Comparison
The maximum GEQYX drawdown since its inception was -56.05%, which is greater than JFFSX's maximum drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for GEQYX and JFFSX. For additional features, visit the drawdowns tool.
Volatility
GEQYX vs. JFFSX - Volatility Comparison
GuideStone Funds Equity Index Fund (GEQYX) has a higher volatility of 3.20% compared to JPMorgan SmartRetirement 2055 Fund (JFFSX) at 2.74%. 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.