JDEUX vs. TISPX

In the year-to-date period, JDEUX achieves a 0.26% return, which is significantly lower than TISPX's 1.06% return. Both investments have delivered pretty close results over the past 10 years, with JDEUX having a 12.43% annualized return and TISPX not far behind at 12.39%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

JDEUX has a 0.25% expense ratio, which is higher than TISPX's 0.05% 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%.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) and TIAA-CREF S&P 500 Index Fund (TISPX). 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.

The current JDEUX Sharpe Ratio is 0.63, which is comparable to the TISPX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of JDEUX and TISPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JDEUX's dividend yield for the trailing twelve months is around 6.21%, more than TISPX's 1.50% yield.

The maximum JDEUX drawdown since its inception was -54.03%, roughly equal to the maximum TISPX drawdown of -55.51%. Use the drawdown chart below to compare losses from any high point for JDEUX and TISPX.

JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) and TIAA-CREF S&P 500 Index Fund (TISPX) have volatilities of 5.00% and 4.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.