JEPIX vs. VHYAX
Compare and contrast key facts about JPMorgan Equity Premium Income Fund Class I (JEPIX) and Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX).
JEPIX is managed by JPMorgan Chase. It was launched on Aug 31, 2018. VHYAX is managed by Vanguard. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEPIX or VHYAX.
Correlation
The correlation between JEPIX and VHYAX is 0.78, 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
JEPIX vs. VHYAX - Performance Comparison
Key characteristics
JEPIX:
0.35
VHYAX:
0.55
JEPIX:
0.59
VHYAX:
0.86
JEPIX:
1.09
VHYAX:
1.12
JEPIX:
0.37
VHYAX:
0.60
JEPIX:
1.67
VHYAX:
2.57
JEPIX:
2.96%
VHYAX:
3.36%
JEPIX:
14.13%
VHYAX:
15.86%
JEPIX:
-32.63%
VHYAX:
-35.14%
JEPIX:
-7.49%
VHYAX:
-8.02%
Returns By Period
In the year-to-date period, JEPIX achieves a -3.61% return, which is significantly lower than VHYAX's -2.64% return.
JEPIX
-3.61%
-4.16%
-4.27%
4.43%
11.06%
N/A
VHYAX
-2.64%
-4.44%
-3.33%
7.72%
13.49%
N/A
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JEPIX vs. VHYAX - Expense Ratio Comparison
JEPIX has a 0.63% expense ratio, which is higher than VHYAX's 0.08% expense ratio.
Risk-Adjusted Performance
JEPIX vs. VHYAX — Risk-Adjusted Performance Rank
JEPIX
VHYAX
JEPIX vs. VHYAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Premium Income Fund Class I (JEPIX) and Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX). 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
JEPIX vs. VHYAX - Dividend Comparison
JEPIX's dividend yield for the trailing twelve months is around 7.87%, more than VHYAX's 2.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
JEPIX JPMorgan Equity Premium Income Fund Class I | 7.87% | 7.20% | 8.43% | 12.24% | 7.57% | 11.57% | 7.70% |
VHYAX Vanguard High Dividend Yield Index Fund Admiral Shares | 2.97% | 2.72% | 3.10% | 2.98% | 2.74% | 3.16% | 3.00% |
Drawdowns
JEPIX vs. VHYAX - Drawdown Comparison
The maximum JEPIX drawdown since its inception was -32.63%, smaller than the maximum VHYAX drawdown of -35.14%. Use the drawdown chart below to compare losses from any high point for JEPIX and VHYAX. For additional features, visit the drawdowns tool.
Volatility
JEPIX vs. VHYAX - Volatility Comparison
JPMorgan Equity Premium Income Fund Class I (JEPIX) and Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX) have volatilities of 11.40% and 11.38%, 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.