HLEIX vs. VHIAX

In the year-to-date period, HLEIX achieves a 1.73% return, which is significantly higher than VHIAX's -0.32% return. Over the past 10 years, HLEIX has outperformed VHIAX with an annualized return of 10.77%, while VHIAX has yielded a comparatively lower 9.14% annualized return.

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HLEIX has a 0.38% expense ratio, which is lower than VHIAX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Index Fund Class I (HLEIX) 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.

The current HLEIX Sharpe Ratio is 0.71, which is higher than the VHIAX Sharpe Ratio of 0.28. The chart below compares the historical Sharpe Ratios of HLEIX and VHIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HLEIX's dividend yield for the trailing twelve months is around 1.08%, while VHIAX has not paid dividends to shareholders.

The maximum HLEIX drawdown since its inception was -54.87%, roughly equal to the maximum VHIAX drawdown of -53.94%. Use the drawdown chart below to compare losses from any high point for HLEIX and VHIAX. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Equity Index Fund Class I (HLEIX) is 5.48%, while JPMorgan Growth Advantage Fund (VHIAX) has a volatility of 6.80%. This indicates that HLEIX experiences smaller price fluctuations and is considered to be less risky than VHIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.