JFFSX vs. GEQYX
Compare and contrast key facts about JPMorgan SmartRetirement 2055 Fund (JFFSX) and GuideStone Funds Equity Index Fund (GEQYX).
JFFSX is managed by JPMorgan Chase. It was launched on Jan 30, 2012. GEQYX is managed by GuideStone Funds. It was launched on Aug 27, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFFSX or GEQYX.
Correlation
The correlation between JFFSX and GEQYX 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.
Performance
JFFSX vs. GEQYX - Performance Comparison
Key characteristics
JFFSX:
1.46
GEQYX:
1.60
JFFSX:
2.04
GEQYX:
2.18
JFFSX:
1.27
GEQYX:
1.29
JFFSX:
1.04
GEQYX:
2.46
JFFSX:
8.05
GEQYX:
8.45
JFFSX:
2.00%
GEQYX:
2.45%
JFFSX:
11.04%
GEQYX:
12.94%
JFFSX:
-33.67%
GEQYX:
-56.05%
JFFSX:
-1.41%
GEQYX:
-1.59%
Returns By Period
In the year-to-date period, JFFSX achieves a 4.95% return, which is significantly higher than GEQYX's 4.10% return. Over the past 10 years, JFFSX has underperformed GEQYX with an annualized return of 5.03%, while GEQYX has yielded a comparatively higher 11.36% annualized return.
JFFSX
4.95%
1.67%
5.96%
16.34%
5.15%
5.03%
GEQYX
4.10%
1.15%
7.96%
21.27%
12.18%
11.36%
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JFFSX vs. GEQYX - Expense Ratio Comparison
JFFSX has a 0.25% expense ratio, which is higher than GEQYX's 0.12% 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
JFFSX vs. GEQYX — Risk-Adjusted Performance Rank
JFFSX
GEQYX
JFFSX vs. GEQYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2055 Fund (JFFSX) and GuideStone Funds Equity Index Fund (GEQYX). 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
JFFSX vs. GEQYX - Dividend Comparison
JFFSX's dividend yield for the trailing twelve months is around 1.97%, more than GEQYX's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | 1.97% | 2.07% | 1.57% | 1.63% | 2.76% | 1.43% | 1.81% | 2.59% | 1.69% | 1.87% | 1.84% | 2.45% |
GEQYX GuideStone Funds Equity Index Fund | 1.16% | 1.21% | 1.36% | 1.51% | 1.07% | 1.41% | 1.62% | 1.74% | 1.56% | 2.27% | 2.67% | 4.05% |
Drawdowns
JFFSX vs. GEQYX - Drawdown Comparison
The maximum JFFSX drawdown since its inception was -33.67%, smaller than the maximum GEQYX drawdown of -56.05%. Use the drawdown chart below to compare losses from any high point for JFFSX and GEQYX. For additional features, visit the drawdowns tool.
Volatility
JFFSX vs. GEQYX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement 2055 Fund (JFFSX) is 2.46%, while GuideStone Funds Equity Index Fund (GEQYX) has a volatility of 3.00%. This indicates that JFFSX experiences smaller price fluctuations and is considered to be less risky than GEQYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.