JAVAX vs. DGRW
Compare and contrast key facts about James Aggressive Allocation Fund (JAVAX) and WisdomTree U.S. Dividend Growth Fund (DGRW).
JAVAX is managed by James Advantage. It was launched on Jun 30, 2015. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JAVAX or DGRW.
Correlation
The correlation between JAVAX and DGRW is 0.89, 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
JAVAX vs. DGRW - Performance Comparison
Key characteristics
JAVAX:
1.51
DGRW:
1.62
JAVAX:
2.10
DGRW:
2.28
JAVAX:
1.27
DGRW:
1.30
JAVAX:
2.71
DGRW:
2.80
JAVAX:
8.73
DGRW:
7.77
JAVAX:
1.90%
DGRW:
2.26%
JAVAX:
11.01%
DGRW:
10.83%
JAVAX:
-27.75%
DGRW:
-32.04%
JAVAX:
-1.49%
DGRW:
-1.23%
Returns By Period
In the year-to-date period, JAVAX achieves a 3.04% return, which is significantly lower than DGRW's 4.17% return.
JAVAX
3.04%
-0.68%
5.67%
16.97%
7.34%
N/A
DGRW
4.17%
1.36%
5.03%
17.52%
13.70%
12.52%
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JAVAX vs. DGRW - Expense Ratio Comparison
JAVAX has a 1.01% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
JAVAX vs. DGRW — Risk-Adjusted Performance Rank
JAVAX
DGRW
JAVAX vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for James Aggressive Allocation Fund (JAVAX) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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
JAVAX vs. DGRW - Dividend Comparison
JAVAX's dividend yield for the trailing twelve months is around 0.65%, less than DGRW's 1.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JAVAX James Aggressive Allocation Fund | 0.65% | 0.67% | 0.63% | 0.82% | 0.20% | 0.86% | 5.12% | 0.95% | 0.72% | 0.90% | 0.34% | 0.00% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.48% | 1.55% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% |
Drawdowns
JAVAX vs. DGRW - Drawdown Comparison
The maximum JAVAX drawdown since its inception was -27.75%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for JAVAX and DGRW. For additional features, visit the drawdowns tool.
Volatility
JAVAX vs. DGRW - Volatility Comparison
James Aggressive Allocation Fund (JAVAX) has a higher volatility of 3.25% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 2.25%. This indicates that JAVAX's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.