Correlation
The correlation between JCMAX and VIMAX is 0.92, 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.
JCMAX vs. VIMAX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund Class A (JCMAX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
JCMAX is managed by JPMorgan Chase. It was launched on Nov 2, 2009. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JCMAX or VIMAX.
Performance
JCMAX vs. VIMAX - Performance Comparison
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Key characteristics
JCMAX:
0.43
VIMAX:
0.72
JCMAX:
0.69
VIMAX:
1.06
JCMAX:
1.09
VIMAX:
1.15
JCMAX:
0.36
VIMAX:
0.65
JCMAX:
1.18
VIMAX:
2.37
JCMAX:
6.28%
VIMAX:
5.21%
JCMAX:
18.84%
VIMAX:
18.46%
JCMAX:
-38.33%
VIMAX:
-58.88%
JCMAX:
-7.42%
VIMAX:
-4.18%
Returns By Period
In the year-to-date period, JCMAX achieves a -0.71% return, which is significantly lower than VIMAX's 2.85% return. Both investments have delivered pretty close results over the past 10 years, with JCMAX having a 8.92% annualized return and VIMAX not far ahead at 9.30%.
JCMAX
-0.71%
4.57%
-7.29%
8.14%
7.76%
11.48%
8.92%
VIMAX
2.85%
5.49%
-4.18%
13.24%
9.17%
12.56%
9.30%
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JCMAX vs. VIMAX - Expense Ratio Comparison
JCMAX has a 1.14% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Risk-Adjusted Performance
JCMAX vs. VIMAX — Risk-Adjusted Performance Rank
JCMAX
VIMAX
JCMAX vs. VIMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class A (JCMAX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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.
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Dividends
JCMAX vs. VIMAX - Dividend Comparison
JCMAX's dividend yield for the trailing twelve months is around 4.45%, more than VIMAX's 1.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCMAX JPMorgan Mid Cap Equity Fund Class A | 4.45% | 4.42% | 0.31% | 2.63% | 7.65% | 11.63% | 8.54% | 12.89% | 5.69% | 3.23% | 5.06% | 4.67% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.52% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
JCMAX vs. VIMAX - Drawdown Comparison
The maximum JCMAX drawdown since its inception was -38.33%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for JCMAX and VIMAX.
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Volatility
JCMAX vs. VIMAX - Volatility Comparison
JPMorgan Mid Cap Equity Fund Class A (JCMAX) has a higher volatility of 4.90% compared to Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) at 4.61%. This indicates that JCMAX's price experiences larger fluctuations and is considered to be riskier than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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