JEMSX vs. FEMSX
Compare and contrast key facts about JPMorgan Emerging Markets Equity Fund Class I (JEMSX) and Fidelity Series Emerging Markets Opportunities Fund (FEMSX).
JEMSX is managed by JPMorgan. FEMSX is managed by Fidelity. It was launched on Dec 9, 2008.
Performance
JEMSX vs. FEMSX - Performance Comparison
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JEMSX vs. FEMSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JEMSX JPMorgan Emerging Markets Equity Fund Class I | 5.91% | 40.13% | 3.39% | 7.21% | -25.77% | -10.36% | 34.73% | 31.96% | -16.02% | 42.49% |
FEMSX Fidelity Series Emerging Markets Opportunities Fund | 6.49% | 37.92% | 7.84% | 14.23% | -23.95% | -5.14% | 24.72% | 28.87% | -16.20% | 49.92% |
Returns By Period
In the year-to-date period, JEMSX achieves a 5.91% return, which is significantly lower than FEMSX's 6.49% return. Over the past 10 years, JEMSX has underperformed FEMSX with an annualized return of 9.55%, while FEMSX has yielded a comparatively higher 10.99% annualized return.
JEMSX
- 1D
- 1.68%
- 1M
- -2.11%
- YTD
- 5.91%
- 6M
- 10.14%
- 1Y
- 42.04%
- 3Y*
- 16.13%
- 5Y*
- 1.87%
- 10Y*
- 9.55%
FEMSX
- 1D
- 1.00%
- 1M
- -2.60%
- YTD
- 6.49%
- 6M
- 10.96%
- 1Y
- 40.14%
- 3Y*
- 19.72%
- 5Y*
- 4.56%
- 10Y*
- 10.99%
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JEMSX vs. FEMSX - Expense Ratio Comparison
JEMSX has a 0.99% expense ratio, which is higher than FEMSX's 0.01% expense ratio.
Return for Risk
JEMSX vs. FEMSX — Risk / Return Rank
JEMSX
FEMSX
JEMSX vs. FEMSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Emerging Markets Equity Fund Class I (JEMSX) and Fidelity Series Emerging Markets Opportunities Fund (FEMSX). 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.
| JEMSX | FEMSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.13 | 2.11 | +0.02 |
Sortino ratioReturn per unit of downside risk | 2.74 | 2.72 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.41 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.41 | 3.05 | +0.36 |
Martin ratioReturn relative to average drawdown | 13.46 | 11.86 | +1.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JEMSX | FEMSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.13 | 2.11 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.25 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.58 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.50 | -0.23 |
Correlation
The correlation between JEMSX and FEMSX is 0.94, 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.
Dividends
JEMSX vs. FEMSX - Dividend Comparison
JEMSX's dividend yield for the trailing twelve months is around 1.19%, less than FEMSX's 2.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEMSX JPMorgan Emerging Markets Equity Fund Class I | 1.19% | 1.26% | 1.41% | 1.45% | 0.37% | 3.80% | 0.09% | 0.76% | 0.87% | 0.39% | 0.66% | 0.67% |
FEMSX Fidelity Series Emerging Markets Opportunities Fund | 2.30% | 2.45% | 2.08% | 2.82% | 2.39% | 12.83% | 2.99% | 2.48% | 9.42% | 8.98% | 1.46% | 1.27% |
Drawdowns
JEMSX vs. FEMSX - Drawdown Comparison
The maximum JEMSX drawdown since its inception was -62.07%, which is greater than FEMSX's maximum drawdown of -44.16%. Use the drawdown chart below to compare losses from any high point for JEMSX and FEMSX.
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Drawdown Indicators
| JEMSX | FEMSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.07% | -44.16% | -17.91% |
Max Drawdown (1Y)Largest decline over 1 year | -12.57% | -13.42% | +0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -44.92% | -41.64% | -3.28% |
Max Drawdown (10Y)Largest decline over 10 years | -49.59% | -44.16% | -5.43% |
Current DrawdownCurrent decline from peak | -8.28% | -9.45% | +1.17% |
Average DrawdownAverage peak-to-trough decline | -21.79% | -13.52% | -8.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 3.45% | -0.26% |
Volatility
JEMSX vs. FEMSX - Volatility Comparison
The current volatility for JPMorgan Emerging Markets Equity Fund Class I (JEMSX) is 8.70%, while Fidelity Series Emerging Markets Opportunities Fund (FEMSX) has a volatility of 9.27%. This indicates that JEMSX experiences smaller price fluctuations and is considered to be less risky than FEMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JEMSX | FEMSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.70% | 9.27% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 14.80% | 14.76% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.97% | 19.17% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.91% | 18.64% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 19.13% | +0.12% |