JFFSX vs. FRIMX
Compare and contrast key facts about JPMorgan SmartRetirement 2055 Fund (JFFSX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
JFFSX is managed by JPMorgan. It was launched on Jan 30, 2012. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
JFFSX vs. FRIMX - Performance Comparison
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JFFSX vs. FRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | -2.09% | 17.86% | 12.29% | 22.28% | -18.52% | 17.50% | 15.35% | 32.68% | -9.82% | 21.84% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 0.24% | 9.94% | 4.30% | 8.06% | -11.66% | 2.78% | 8.57% | 10.57% | -1.82% | 7.08% |
Returns By Period
In the year-to-date period, JFFSX achieves a -2.09% return, which is significantly lower than FRIMX's 0.24% return. Over the past 10 years, JFFSX has outperformed FRIMX with an annualized return of 10.57%, while FRIMX has yielded a comparatively lower 4.00% annualized return.
JFFSX
- 1D
- 2.77%
- 1M
- -5.56%
- YTD
- -2.09%
- 6M
- -0.32%
- 1Y
- 15.61%
- 3Y*
- 14.20%
- 5Y*
- 7.25%
- 10Y*
- 10.57%
FRIMX
- 1D
- 0.75%
- 1M
- -2.07%
- YTD
- 0.24%
- 6M
- 1.30%
- 1Y
- 7.57%
- 3Y*
- 6.23%
- 5Y*
- 2.46%
- 10Y*
- 4.00%
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JFFSX vs. FRIMX - Expense Ratio Comparison
JFFSX has a 0.25% expense ratio, which is lower than FRIMX's 0.45% expense ratio.
Return for Risk
JFFSX vs. FRIMX — Risk / Return Rank
JFFSX
FRIMX
JFFSX vs. FRIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2055 Fund (JFFSX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX). 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.
| JFFSX | FRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.70 | -0.68 |
Sortino ratioReturn per unit of downside risk | 1.53 | 2.38 | -0.85 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.34 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 2.31 | -0.87 |
Martin ratioReturn relative to average drawdown | 6.47 | 9.18 | -2.71 |
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
| JFFSX | FRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.70 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.47 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.90 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.53 | +0.15 |
Correlation
The correlation between JFFSX and FRIMX is 0.80, 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
JFFSX vs. FRIMX - Dividend Comparison
JFFSX's dividend yield for the trailing twelve months is around 4.82%, more than FRIMX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | 4.82% | 4.72% | 2.29% | 1.57% | 9.97% | 12.22% | 3.88% | 13.57% | 4.21% | 3.43% | 2.77% | 2.63% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 3.13% | 3.11% | 3.01% | 2.82% | 4.52% | 3.54% | 2.41% | 2.56% | 4.67% | 8.56% | 1.67% | 1.68% |
Drawdowns
JFFSX vs. FRIMX - Drawdown Comparison
The maximum JFFSX drawdown since its inception was -33.20%, roughly equal to the maximum FRIMX drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for JFFSX and FRIMX.
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Drawdown Indicators
| JFFSX | FRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.20% | -33.73% | +0.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.11% | -3.44% | -7.67% |
Max Drawdown (5Y)Largest decline over 5 years | -25.78% | -16.12% | -9.66% |
Max Drawdown (10Y)Largest decline over 10 years | -33.20% | -16.12% | -17.08% |
Current DrawdownCurrent decline from peak | -6.62% | -2.46% | -4.16% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -3.74% | -0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 0.86% | +1.61% |
Volatility
JFFSX vs. FRIMX - Volatility Comparison
JPMorgan SmartRetirement 2055 Fund (JFFSX) has a higher volatility of 5.78% compared to Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) at 2.13%. This indicates that JFFSX's price experiences larger fluctuations and is considered to be riskier than FRIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JFFSX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 2.13% | +3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 8.97% | 2.95% | +6.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 4.64% | +11.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 5.23% | +9.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.79% | 4.48% | +11.31% |