HLQVX vs. VEIRX
Compare and contrast key facts about JPMorgan Large Cap Value Fund (HLQVX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
HLQVX is managed by JPMorgan Chase. It was launched on Mar 1, 1991. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLQVX or VEIRX.
Correlation
The correlation between HLQVX and VEIRX is 0.94, 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
HLQVX vs. VEIRX - Performance Comparison
Key characteristics
HLQVX:
0.71
VEIRX:
0.92
HLQVX:
0.94
VEIRX:
1.14
HLQVX:
1.16
VEIRX:
1.21
HLQVX:
0.68
VEIRX:
1.02
HLQVX:
1.98
VEIRX:
3.29
HLQVX:
5.56%
VEIRX:
3.85%
HLQVX:
15.51%
VEIRX:
13.85%
HLQVX:
-69.31%
VEIRX:
-56.75%
HLQVX:
-11.67%
VEIRX:
-7.09%
Returns By Period
In the year-to-date period, HLQVX achieves a 4.78% return, which is significantly higher than VEIRX's 4.34% return. Over the past 10 years, HLQVX has underperformed VEIRX with an annualized return of 4.65%, while VEIRX has yielded a comparatively higher 6.33% annualized return.
HLQVX
4.78%
4.84%
3.69%
10.71%
7.38%
4.65%
VEIRX
4.34%
5.12%
3.96%
12.53%
5.60%
6.33%
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HLQVX vs. VEIRX - Expense Ratio Comparison
HLQVX has a 0.69% expense ratio, which is higher than VEIRX's 0.19% expense ratio.
Risk-Adjusted Performance
HLQVX vs. VEIRX — Risk-Adjusted Performance Rank
HLQVX
VEIRX
HLQVX vs. VEIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Value Fund (HLQVX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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
HLQVX vs. VEIRX - Dividend Comparison
HLQVX's dividend yield for the trailing twelve months is around 1.37%, less than VEIRX's 2.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLQVX JPMorgan Large Cap Value Fund | 1.37% | 1.44% | 1.66% | 1.40% | 0.90% | 1.05% | 1.38% | 1.59% | 0.97% | 1.33% | 1.02% | 1.37% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 2.79% | 2.91% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% |
Drawdowns
HLQVX vs. VEIRX - Drawdown Comparison
The maximum HLQVX drawdown since its inception was -69.31%, which is greater than VEIRX's maximum drawdown of -56.75%. Use the drawdown chart below to compare losses from any high point for HLQVX and VEIRX. For additional features, visit the drawdowns tool.
Volatility
HLQVX vs. VEIRX - Volatility Comparison
JPMorgan Large Cap Value Fund (HLQVX) has a higher volatility of 3.36% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 3.08%. This indicates that HLQVX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.