JDESX vs. JUEMX
Compare and contrast key facts about JPMorgan U.S. Research Enhanced Equity Fund (JDESX) and JPMorgan U.S. Equity Fund R6 (JUEMX).
JDESX is managed by JPMorgan Chase. It was launched on Sep 10, 2001. JUEMX is managed by JPMorgan Chase. It was launched on Sep 17, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDESX or JUEMX.
Correlation
The correlation between JDESX and JUEMX 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. JUEMX - Performance Comparison
Key characteristics
JDESX:
0.75
JUEMX:
0.58
JDESX:
1.04
JUEMX:
0.83
JDESX:
1.15
JUEMX:
1.12
JDESX:
1.15
JUEMX:
0.82
JDESX:
2.93
JUEMX:
2.12
JDESX:
3.54%
JUEMX:
4.06%
JDESX:
13.79%
JUEMX:
14.88%
JDESX:
-54.25%
JUEMX:
-34.95%
JDESX:
-8.74%
JUEMX:
-10.54%
Returns By Period
In the year-to-date period, JDESX achieves a -0.53% return, which is significantly higher than JUEMX's -1.16% return. Over the past 10 years, JDESX has outperformed JUEMX with an annualized return of 7.26%, while JUEMX has yielded a comparatively lower 6.25% annualized return.
JDESX
-0.53%
-3.07%
-1.87%
9.01%
11.59%
7.26%
JUEMX
-1.16%
-3.44%
-3.01%
7.43%
10.50%
6.25%
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JDESX vs. JUEMX - Expense Ratio Comparison
JDESX has a 0.35% expense ratio, which is lower than JUEMX's 0.44% expense ratio.
Risk-Adjusted Performance
JDESX vs. JUEMX — Risk-Adjusted Performance Rank
JDESX
JUEMX
JDESX vs. JUEMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Research Enhanced Equity Fund (JDESX) and JPMorgan U.S. Equity Fund R6 (JUEMX). 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. JUEMX - Dividend Comparison
JDESX's dividend yield for the trailing twelve months is around 0.96%, more than JUEMX's 0.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDESX JPMorgan U.S. Research Enhanced Equity Fund | 0.96% | 0.96% | 1.11% | 1.24% | 0.95% | 1.29% | 1.49% | 1.75% | 1.39% | 1.40% | 1.14% | 1.14% |
JUEMX JPMorgan U.S. Equity Fund R6 | 0.78% | 0.77% | 1.06% | 1.28% | 0.79% | 0.92% | 1.10% | 1.41% | 1.11% | 1.22% | 1.24% | 1.36% |
Drawdowns
JDESX vs. JUEMX - Drawdown Comparison
The maximum JDESX drawdown since its inception was -54.25%, which is greater than JUEMX's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for JDESX and JUEMX. For additional features, visit the drawdowns tool.
Volatility
JDESX vs. JUEMX - Volatility Comparison
The current volatility for JPMorgan U.S. Research Enhanced Equity Fund (JDESX) is 3.18%, while JPMorgan U.S. Equity Fund R6 (JUEMX) has a volatility of 3.55%. This indicates that JDESX experiences smaller price fluctuations and is considered to be less risky than JUEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.