JCPI vs. FXAIX
Compare and contrast key facts about JPMorgan Inflation Managed Bond ETF (JCPI) and Fidelity 500 Index Fund (FXAIX).
JCPI is an actively managed fund by JPMorgan. It was launched on Mar 31, 2010. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JCPI or FXAIX.
Correlation
The correlation between JCPI and FXAIX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JCPI vs. FXAIX - Performance Comparison
Key characteristics
JCPI:
1.98
FXAIX:
1.97
JCPI:
2.95
FXAIX:
2.64
JCPI:
1.36
FXAIX:
1.36
JCPI:
2.87
FXAIX:
2.98
JCPI:
7.07
FXAIX:
12.34
JCPI:
0.98%
FXAIX:
2.04%
JCPI:
3.51%
FXAIX:
12.79%
JCPI:
-7.86%
FXAIX:
-33.79%
JCPI:
-0.32%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, JCPI achieves a 1.41% return, which is significantly lower than FXAIX's 4.11% return.
JCPI
1.41%
0.94%
1.96%
6.44%
N/A
N/A
FXAIX
4.11%
2.06%
10.80%
23.78%
14.47%
13.15%
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JCPI vs. FXAIX - Expense Ratio Comparison
JCPI has a 0.25% expense ratio, which is higher than FXAIX's 0.02% 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
JCPI vs. FXAIX — Risk-Adjusted Performance Rank
JCPI
FXAIX
JCPI vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Inflation Managed Bond ETF (JCPI) and Fidelity 500 Index Fund (FXAIX). 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
JCPI vs. FXAIX - Dividend Comparison
JCPI's dividend yield for the trailing twelve months is around 4.05%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCPI JPMorgan Inflation Managed Bond ETF | 4.05% | 3.98% | 3.45% | 3.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
JCPI vs. FXAIX - Drawdown Comparison
The maximum JCPI drawdown since its inception was -7.86%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for JCPI and FXAIX. For additional features, visit the drawdowns tool.
Volatility
JCPI vs. FXAIX - Volatility Comparison
The current volatility for JPMorgan Inflation Managed Bond ETF (JCPI) is 1.12%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.21%. This indicates that JCPI experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.