JMGIX vs. VIMAX
Compare and contrast key facts about JPMorgan Managed Income Fund (JMGIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
JMGIX is managed by Blackrock. It was launched on Sep 30, 2010. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMGIX or VIMAX.
Correlation
The correlation between JMGIX and VIMAX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
JMGIX vs. VIMAX - Performance Comparison
Key characteristics
JMGIX:
3.43
VIMAX:
1.55
JMGIX:
11.91
VIMAX:
2.17
JMGIX:
3.73
VIMAX:
1.27
JMGIX:
26.56
VIMAX:
2.61
JMGIX:
71.35
VIMAX:
6.98
JMGIX:
0.07%
VIMAX:
2.72%
JMGIX:
1.54%
VIMAX:
12.26%
JMGIX:
-2.19%
VIMAX:
-58.88%
JMGIX:
-0.10%
VIMAX:
-2.03%
Returns By Period
In the year-to-date period, JMGIX achieves a 0.39% return, which is significantly lower than VIMAX's 5.15% return. Over the past 10 years, JMGIX has underperformed VIMAX with an annualized return of 2.17%, while VIMAX has yielded a comparatively higher 9.66% annualized return.
JMGIX
0.39%
0.39%
2.37%
5.40%
2.75%
2.17%
VIMAX
5.15%
1.37%
10.00%
20.15%
10.25%
9.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JMGIX vs. VIMAX - Expense Ratio Comparison
JMGIX has a 0.25% expense ratio, which is higher than VIMAX's 0.05% 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
JMGIX vs. VIMAX — Risk-Adjusted Performance Rank
JMGIX
VIMAX
JMGIX vs. VIMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Managed Income Fund (JMGIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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
JMGIX vs. VIMAX - Dividend Comparison
JMGIX's dividend yield for the trailing twelve months is around 5.05%, more than VIMAX's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMGIX JPMorgan Managed Income Fund | 5.05% | 5.11% | 4.56% | 1.32% | 0.45% | 1.27% | 2.54% | 2.14% | 1.34% | 0.90% | 0.43% | 0.31% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.41% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
JMGIX vs. VIMAX - Drawdown Comparison
The maximum JMGIX drawdown since its inception was -2.19%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for JMGIX and VIMAX. For additional features, visit the drawdowns tool.
Volatility
JMGIX vs. VIMAX - Volatility Comparison
The current volatility for JPMorgan Managed Income Fund (JMGIX) is 0.44%, while Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a volatility of 2.74%. This indicates that JMGIX experiences smaller price fluctuations and is considered to be less risky than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.