JDESX vs. FXAIX
Compare and contrast key facts about JPMorgan U.S. Research Enhanced Equity Fund (JDESX) and Fidelity 500 Index Fund (FXAIX).
JDESX is managed by JPMorgan Chase. It was launched on Sep 10, 2001. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDESX or FXAIX.
Correlation
The correlation between JDESX and FXAIX is 0.99, 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
JDESX vs. FXAIX - Performance Comparison
Key characteristics
JDESX:
1.54
FXAIX:
2.17
JDESX:
2.00
FXAIX:
2.89
JDESX:
1.30
FXAIX:
1.41
JDESX:
2.38
FXAIX:
3.21
JDESX:
9.57
FXAIX:
14.15
JDESX:
2.19%
FXAIX:
1.92%
JDESX:
13.60%
FXAIX:
12.50%
JDESX:
-54.25%
FXAIX:
-33.79%
JDESX:
-7.09%
FXAIX:
-2.20%
Returns By Period
In the year-to-date period, JDESX achieves a 20.22% return, which is significantly lower than FXAIX's 26.49% return. Over the past 10 years, JDESX has underperformed FXAIX with an annualized return of 7.67%, while FXAIX has yielded a comparatively higher 12.91% annualized return.
JDESX
20.22%
-5.18%
3.80%
20.68%
11.25%
7.67%
FXAIX
26.49%
-0.16%
9.99%
26.93%
14.89%
12.91%
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JDESX vs. FXAIX - Expense Ratio Comparison
JDESX has a 0.35% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
JDESX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Research Enhanced Equity Fund (JDESX) 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
JDESX vs. FXAIX - Dividend Comparison
JDESX's dividend yield for the trailing twelve months is around 0.65%, less than FXAIX's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDESX JPMorgan U.S. Research Enhanced Equity Fund | 0.65% | 1.11% | 1.24% | 0.95% | 1.29% | 1.49% | 1.75% | 1.39% | 1.40% | 1.14% | 1.14% | 1.07% |
FXAIX Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
JDESX vs. FXAIX - Drawdown Comparison
The maximum JDESX drawdown since its inception was -54.25%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for JDESX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
JDESX vs. FXAIX - Volatility Comparison
JPMorgan U.S. Research Enhanced Equity Fund (JDESX) has a higher volatility of 6.58% compared to Fidelity 500 Index Fund (FXAIX) at 3.74%. This indicates that JDESX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.