JAKSX vs. VFIAX
Compare and contrast key facts about JPMorgan SmartRetirement 2060 Fund (JAKSX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
JAKSX is managed by JPMorgan Chase. It was launched on Aug 30, 2016. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JAKSX or VFIAX.
Key characteristics
| JAKSX | VFIAX | |
|---|---|---|
| YTD Return | 7.44% | 11.78% |
| 1Y Return | 21.47% | 28.23% |
| 3Y Return (Ann) | 4.68% | 10.38% |
| 5Y Return (Ann) | 10.12% | 15.00% |
| Sharpe Ratio | 2.10 | 2.55 |
| Daily Std Dev | 11.09% | 11.55% |
| Max Drawdown | -33.11% | -55.20% |
| Current Drawdown | -0.22% | -0.07% |
Correlation
The correlation between JAKSX and VFIAX 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
JAKSX vs. VFIAX - Performance Comparison
In the year-to-date period, JAKSX achieves a 7.44% return, which is significantly lower than VFIAX's 11.78% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JAKSX vs. VFIAX - Expense Ratio Comparison
JAKSX has a 0.26% expense ratio, which is higher than VFIAX's 0.04% expense ratio. However, 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
JAKSX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2060 Fund (JAKSX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
JAKSX vs. VFIAX - Dividend Comparison
JAKSX's dividend yield for the trailing twelve months is around 1.45%, more than VFIAX's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAKSX JPMorgan SmartRetirement 2060 Fund | 1.45% | 1.55% | 6.59% | 8.49% | 3.50% | 3.95% | 2.96% | 1.93% | 1.23% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.31% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
JAKSX vs. VFIAX - Drawdown Comparison
The maximum JAKSX drawdown since its inception was -33.11%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for JAKSX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
JAKSX vs. VFIAX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement 2060 Fund (JAKSX) is 2.98%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.37%. This indicates that JAKSX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.