JFFSX vs. VFFVX
Compare and contrast key facts about JPMorgan SmartRetirement 2055 Fund (JFFSX) and Vanguard Target Retirement 2055 Fund (VFFVX).
JFFSX is managed by JPMorgan Chase. It was launched on Jan 30, 2012. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JFFSX or VFFVX.
Correlation
The correlation between JFFSX and VFFVX is 0.98, 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. VFFVX - Performance Comparison
Key characteristics
JFFSX:
1.61
VFFVX:
1.74
JFFSX:
2.24
VFFVX:
2.40
JFFSX:
1.29
VFFVX:
1.31
JFFSX:
1.15
VFFVX:
2.56
JFFSX:
8.93
VFFVX:
9.99
JFFSX:
2.00%
VFFVX:
1.88%
JFFSX:
11.07%
VFFVX:
10.76%
JFFSX:
-33.67%
VFFVX:
-31.40%
JFFSX:
-1.58%
VFFVX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with JFFSX having a 4.77% return and VFFVX slightly lower at 4.62%. Over the past 10 years, JFFSX has underperformed VFFVX with an annualized return of 5.10%, while VFFVX has yielded a comparatively higher 8.04% annualized return.
JFFSX
4.77%
3.59%
6.12%
15.59%
4.90%
5.10%
VFFVX
4.62%
3.87%
7.21%
16.75%
7.71%
8.04%
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JFFSX vs. VFFVX - Expense Ratio Comparison
JFFSX has a 0.25% expense ratio, which is higher than VFFVX's 0.08% 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. VFFVX — Risk-Adjusted Performance Rank
JFFSX
VFFVX
JFFSX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2055 Fund (JFFSX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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. VFFVX - Dividend Comparison
JFFSX's dividend yield for the trailing twelve months is around 1.98%, less than VFFVX's 2.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | 1.98% | 2.07% | 1.57% | 1.63% | 2.76% | 1.43% | 1.81% | 2.59% | 1.69% | 1.87% | 1.84% | 2.45% |
VFFVX Vanguard Target Retirement 2055 Fund | 2.07% | 2.17% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% |
Drawdowns
JFFSX vs. VFFVX - Drawdown Comparison
The maximum JFFSX drawdown since its inception was -33.67%, which is greater than VFFVX's maximum drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for JFFSX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
JFFSX vs. VFFVX - Volatility Comparison
JPMorgan SmartRetirement 2055 Fund (JFFSX) and Vanguard Target Retirement 2055 Fund (VFFVX) have volatilities of 2.73% and 2.74%, 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.