JDEUX vs. TISPX
Compare and contrast key facts about JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) and TIAA-CREF S&P 500 Index Fund (TISPX).
JDEUX is managed by JPMorgan. It was launched on Mar 24, 2003. TISPX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDEUX or TISPX.
Correlation
The correlation between JDEUX and TISPX 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
JDEUX vs. TISPX - Performance Comparison
Key characteristics
JDEUX:
0.37
TISPX:
0.81
JDEUX:
0.64
TISPX:
1.14
JDEUX:
1.10
TISPX:
1.17
JDEUX:
0.33
TISPX:
0.75
JDEUX:
1.08
TISPX:
2.93
JDEUX:
6.86%
TISPX:
4.82%
JDEUX:
20.12%
TISPX:
17.49%
JDEUX:
-54.03%
TISPX:
-55.51%
JDEUX:
-11.40%
TISPX:
-7.22%
Returns By Period
In the year-to-date period, JDEUX achieves a -3.44% return, which is significantly lower than TISPX's -2.92% return. Over the past 10 years, JDEUX has underperformed TISPX with an annualized return of 7.20%, while TISPX has yielded a comparatively higher 12.11% annualized return.
JDEUX
-3.44%
12.18%
-6.28%
5.45%
12.61%
7.20%
TISPX
-2.92%
12.13%
-0.34%
12.06%
16.21%
12.11%
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JDEUX vs. TISPX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
JDEUX vs. TISPX — Risk-Adjusted Performance Rank
JDEUX
TISPX
JDEUX vs. TISPX - Risk-Adjusted Performance Comparison
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.
Dividends
JDEUX vs. TISPX - Dividend Comparison
JDEUX's dividend yield for the trailing twelve months is around 1.12%, less than TISPX's 1.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDEUX JPMorgan U.S. Research Enhanced Equity Fund | 1.12% | 1.05% | 1.20% | 1.35% | 1.05% | 1.38% | 1.59% | 1.85% | 1.48% | 1.62% | 1.43% | 1.36% |
TISPX TIAA-CREF S&P 500 Index Fund | 1.56% | 1.52% | 1.48% | 1.91% | 1.77% | 1.53% | 2.16% | 2.94% | 2.18% | 2.39% | 2.69% | 1.77% |
Drawdowns
JDEUX vs. TISPX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
JDEUX vs. TISPX - Volatility Comparison
JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) has a higher volatility of 14.30% compared to TIAA-CREF S&P 500 Index Fund (TISPX) at 11.55%. This indicates that JDEUX's price experiences larger fluctuations and is considered to be riskier than TISPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.