JDEUX vs. TRRNX
Compare and contrast key facts about JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) and T. Rowe Price Retirement 2055 Fund (TRRNX).
JDEUX is managed by JPMorgan. It was launched on Mar 24, 2003. TRRNX is managed by T. Rowe Price. It was launched on Dec 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JDEUX or TRRNX.
Correlation
The correlation between JDEUX and TRRNX is 0.95, 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. TRRNX - Performance Comparison
Key characteristics
JDEUX:
1.30
TRRNX:
1.60
JDEUX:
1.72
TRRNX:
2.20
JDEUX:
1.25
TRRNX:
1.29
JDEUX:
1.99
TRRNX:
1.21
JDEUX:
5.44
TRRNX:
8.49
JDEUX:
3.30%
TRRNX:
2.13%
JDEUX:
13.78%
TRRNX:
11.29%
JDEUX:
-54.03%
TRRNX:
-55.03%
JDEUX:
-5.17%
TRRNX:
-0.53%
Returns By Period
In the year-to-date period, JDEUX achieves a 3.34% return, which is significantly lower than TRRNX's 5.18% return. Over the past 10 years, JDEUX has outperformed TRRNX with an annualized return of 7.82%, while TRRNX has yielded a comparatively lower 5.51% annualized return.
JDEUX
3.34%
1.36%
3.68%
16.74%
10.57%
7.82%
TRRNX
5.18%
3.05%
6.27%
16.05%
6.11%
5.51%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JDEUX vs. TRRNX - Expense Ratio Comparison
JDEUX has a 0.25% expense ratio, which is lower than TRRNX's 0.65% expense ratio.
Risk-Adjusted Performance
JDEUX vs. TRRNX — Risk-Adjusted Performance Rank
JDEUX
TRRNX
JDEUX vs. TRRNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) and T. Rowe Price Retirement 2055 Fund (TRRNX). 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. TRRNX - Dividend Comparison
JDEUX's dividend yield for the trailing twelve months is around 1.02%, less than TRRNX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JDEUX JPMorgan U.S. Research Enhanced Equity Fund | 1.02% | 1.05% | 1.20% | 1.35% | 1.05% | 1.38% | 1.59% | 1.85% | 1.48% | 1.62% | 1.43% | 1.36% |
TRRNX T. Rowe Price Retirement 2055 Fund | 1.23% | 1.30% | 1.28% | 1.20% | 0.65% | 0.71% | 1.57% | 1.42% | 1.28% | 1.37% | 1.34% | 1.28% |
Drawdowns
JDEUX vs. TRRNX - Drawdown Comparison
The maximum JDEUX drawdown since its inception was -54.03%, roughly equal to the maximum TRRNX drawdown of -55.03%. Use the drawdown chart below to compare losses from any high point for JDEUX and TRRNX. For additional features, visit the drawdowns tool.
Volatility
JDEUX vs. TRRNX - Volatility Comparison
JPMorgan U.S. Research Enhanced Equity Fund (JDEUX) has a higher volatility of 3.09% compared to T. Rowe Price Retirement 2055 Fund (TRRNX) at 2.83%. This indicates that JDEUX's price experiences larger fluctuations and is considered to be riskier than TRRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.