JDESX vs. VITAX
Compare and contrast key facts about JPMorgan U.S. Research Enhanced Equity Fund (JDESX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
JDESX is managed by JPMorgan Chase. It was launched on Sep 10, 2001. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDESX or VITAX.
Correlation
The correlation between JDESX and VITAX is 0.88, 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. VITAX - Performance Comparison
Key characteristics
JDESX:
1.54
VITAX:
1.51
JDESX:
2.00
VITAX:
2.01
JDESX:
1.30
VITAX:
1.27
JDESX:
2.38
VITAX:
2.14
JDESX:
9.57
VITAX:
7.65
JDESX:
2.19%
VITAX:
4.27%
JDESX:
13.60%
VITAX:
21.70%
JDESX:
-54.25%
VITAX:
-54.81%
JDESX:
-7.09%
VITAX:
-1.64%
Returns By Period
In the year-to-date period, JDESX achieves a 20.22% return, which is significantly lower than VITAX's 32.39% return. Over the past 10 years, JDESX has underperformed VITAX with an annualized return of 7.67%, while VITAX has yielded a comparatively higher 20.82% annualized return.
JDESX
20.22%
-5.18%
3.80%
20.68%
11.25%
7.67%
VITAX
32.39%
2.55%
12.78%
32.48%
22.19%
20.82%
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JDESX vs. VITAX - Expense Ratio Comparison
JDESX has a 0.35% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
JDESX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Research Enhanced Equity Fund (JDESX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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. VITAX - Dividend Comparison
JDESX's dividend yield for the trailing twelve months is around 0.65%, more than VITAX's 0.46% 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% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.46% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
JDESX vs. VITAX - Drawdown Comparison
The maximum JDESX drawdown since its inception was -54.25%, roughly equal to the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for JDESX and VITAX. For additional features, visit the drawdowns tool.
Volatility
JDESX vs. VITAX - Volatility Comparison
JPMorgan U.S. Research Enhanced Equity Fund (JDESX) has a higher volatility of 6.58% compared to Vanguard Information Technology Index Fund Admiral Shares (VITAX) at 5.69%. This indicates that JDESX's price experiences larger fluctuations and is considered to be riskier than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.