HLEIX vs. VHIAX
Compare and contrast key facts about JPMorgan Equity Index Fund Class I (HLEIX) and JPMorgan Growth Advantage Fund (VHIAX).
HLEIX is a passively managed fund by JPMorgan Chase that tracks the performance of the S&P 500 Index. It was launched on Jul 2, 1991. VHIAX is managed by JPMorgan Chase. It was launched on Oct 29, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLEIX or VHIAX.
Correlation
The correlation between HLEIX and VHIAX is 0.91, 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
HLEIX vs. VHIAX - Performance Comparison
Key characteristics
HLEIX:
1.95
VHIAX:
1.01
HLEIX:
2.62
VHIAX:
1.39
HLEIX:
1.36
VHIAX:
1.20
HLEIX:
2.95
VHIAX:
1.43
HLEIX:
12.18
VHIAX:
4.42
HLEIX:
2.05%
VHIAX:
4.45%
HLEIX:
12.79%
VHIAX:
19.39%
HLEIX:
-54.87%
VHIAX:
-53.94%
HLEIX:
-0.00%
VHIAX:
-5.25%
Returns By Period
In the year-to-date period, HLEIX achieves a 4.08% return, which is significantly lower than VHIAX's 4.66% return. Both investments have delivered pretty close results over the past 10 years, with HLEIX having a 9.98% annualized return and VHIAX not far ahead at 10.15%.
HLEIX
4.08%
2.03%
9.62%
23.55%
13.84%
9.98%
VHIAX
4.66%
2.04%
7.39%
18.14%
10.40%
10.15%
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HLEIX vs. VHIAX - Expense Ratio Comparison
HLEIX has a 0.38% expense ratio, which is lower than VHIAX's 1.04% expense ratio.
Risk-Adjusted Performance
HLEIX vs. VHIAX — Risk-Adjusted Performance Rank
HLEIX
VHIAX
HLEIX vs. VHIAX - Risk-Adjusted Performance Comparison
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.
Dividends
HLEIX vs. VHIAX - Dividend Comparison
HLEIX's dividend yield for the trailing twelve months is around 1.05%, while VHIAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLEIX JPMorgan Equity Index Fund Class I | 1.05% | 1.09% | 1.32% | 1.48% | 1.08% | 1.58% | 1.84% | 1.79% | 2.12% | 2.01% | 2.36% | 1.82% |
VHIAX JPMorgan Growth Advantage Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HLEIX vs. VHIAX - Drawdown Comparison
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.
Volatility
HLEIX vs. VHIAX - Volatility Comparison
The current volatility for JPMorgan Equity Index Fund Class I (HLEIX) is 3.21%, while JPMorgan Growth Advantage Fund (VHIAX) has a volatility of 5.34%. 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.