JACSX vs. FRIMX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2060 Fund (JACSX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
JACSX is managed by JPMorgan. It was launched on Aug 30, 2016. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
JACSX vs. FRIMX - Performance Comparison
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JACSX vs. FRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JACSX JPMorgan SmartRetirement Blend 2060 Fund | -1.29% | 20.13% | 12.10% | 21.87% | -17.61% | 17.49% | 12.82% | 24.42% | -8.17% | 19.43% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 0.24% | 9.94% | 4.30% | 8.06% | -11.66% | 2.78% | 8.57% | 10.57% | -1.82% | 6.83% |
Returns By Period
In the year-to-date period, JACSX achieves a -1.29% return, which is significantly lower than FRIMX's 0.24% return.
JACSX
- 1D
- 2.77%
- 1M
- -5.44%
- YTD
- -1.29%
- 6M
- 1.23%
- 1Y
- 18.94%
- 3Y*
- 15.03%
- 5Y*
- 8.02%
- 10Y*
- —
FRIMX
- 1D
- 0.75%
- 1M
- -2.07%
- YTD
- 0.24%
- 6M
- 1.30%
- 1Y
- 7.57%
- 3Y*
- 6.23%
- 5Y*
- 2.46%
- 10Y*
- 4.00%
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JACSX vs. FRIMX - Expense Ratio Comparison
JACSX has a 0.33% expense ratio, which is lower than FRIMX's 0.45% expense ratio.
Return for Risk
JACSX vs. FRIMX — Risk / Return Rank
JACSX
FRIMX
JACSX vs. FRIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2060 Fund (JACSX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX). 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.
| JACSX | FRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.70 | -0.49 |
Sortino ratioReturn per unit of downside risk | 1.78 | 2.38 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.34 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.31 | -0.59 |
Martin ratioReturn relative to average drawdown | 8.00 | 9.18 | -1.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JACSX | FRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.70 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.47 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.53 | +0.10 |
Correlation
The correlation between JACSX and FRIMX is 0.72, 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.
Dividends
JACSX vs. FRIMX - Dividend Comparison
JACSX's dividend yield for the trailing twelve months is around 2.26%, less than FRIMX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JACSX JPMorgan SmartRetirement Blend 2060 Fund | 2.26% | 2.23% | 2.00% | 1.72% | 1.73% | 4.37% | 1.21% | 2.03% | 3.16% | 2.05% | 0.00% | 0.00% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 3.13% | 3.11% | 3.01% | 2.82% | 4.52% | 3.54% | 2.41% | 2.56% | 4.67% | 8.56% | 1.67% | 1.68% |
Drawdowns
JACSX vs. FRIMX - Drawdown Comparison
The maximum JACSX drawdown since its inception was -32.59%, roughly equal to the maximum FRIMX drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for JACSX and FRIMX.
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Drawdown Indicators
| JACSX | FRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.59% | -33.73% | +1.14% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -3.44% | -7.77% |
Max Drawdown (5Y)Largest decline over 5 years | -25.29% | -16.12% | -9.17% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.12% | — |
Current DrawdownCurrent decline from peak | -6.51% | -2.46% | -4.05% |
Average DrawdownAverage peak-to-trough decline | -4.99% | -3.74% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 0.86% | +1.55% |
Volatility
JACSX vs. FRIMX - Volatility Comparison
JPMorgan SmartRetirement Blend 2060 Fund (JACSX) has a higher volatility of 5.84% compared to Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) at 2.13%. This indicates that JACSX's price experiences larger fluctuations and is considered to be riskier than FRIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JACSX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 2.13% | +3.71% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 2.95% | +6.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 4.64% | +11.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.72% | 5.23% | +9.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 4.48% | +11.34% |