JMGIX vs. VUSFX
Compare and contrast key facts about JPMorgan Managed Income Fund (JMGIX) and Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX).
JMGIX is managed by Blackrock. It was launched on Sep 30, 2010. VUSFX is managed by Vanguard. It was launched on Feb 24, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMGIX or VUSFX.
Correlation
The correlation between JMGIX and VUSFX is -0.03. 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. VUSFX - Performance Comparison
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Key characteristics
JMGIX:
3.19
VUSFX:
8.28
JMGIX:
10.20
VUSFX:
16.06
JMGIX:
3.04
VUSFX:
4.28
JMGIX:
17.39
VUSFX:
16.11
JMGIX:
57.69
VUSFX:
106.61
JMGIX:
0.09%
VUSFX:
0.05%
JMGIX:
1.62%
VUSFX:
0.68%
JMGIX:
-2.18%
VUSFX:
-1.71%
JMGIX:
-0.20%
VUSFX:
-0.05%
Returns By Period
In the year-to-date period, JMGIX achieves a 1.51% return, which is significantly lower than VUSFX's 1.64% return. Over the past 10 years, JMGIX has underperformed VUSFX with an annualized return of 2.17%, while VUSFX has yielded a comparatively higher 2.29% annualized return.
JMGIX
1.51%
0.47%
2.31%
5.20%
2.78%
2.17%
VUSFX
1.64%
0.56%
2.39%
5.63%
2.86%
2.29%
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JMGIX vs. VUSFX - Expense Ratio Comparison
JMGIX has a 0.25% expense ratio, which is higher than VUSFX's 0.10% 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. VUSFX — Risk-Adjusted Performance Rank
JMGIX
VUSFX
JMGIX vs. VUSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Managed Income Fund (JMGIX) and Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX). 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.
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Dividends
JMGIX vs. VUSFX - Dividend Comparison
JMGIX's dividend yield for the trailing twelve months is around 4.86%, less than VUSFX's 5.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMGIX JPMorgan Managed Income Fund | 4.86% | 5.11% | 4.56% | 1.32% | 0.45% | 1.27% | 2.54% | 2.14% | 1.34% | 0.90% | 0.43% | 0.31% |
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 5.03% | 5.11% | 4.15% | 1.38% | 0.63% | 1.62% | 2.68% | 2.23% | 1.52% | 1.07% | 0.55% | 0.00% |
Drawdowns
JMGIX vs. VUSFX - Drawdown Comparison
The maximum JMGIX drawdown since its inception was -2.18%, which is greater than VUSFX's maximum drawdown of -1.71%. Use the drawdown chart below to compare losses from any high point for JMGIX and VUSFX. For additional features, visit the drawdowns tool.
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Volatility
JMGIX vs. VUSFX - Volatility Comparison
JPMorgan Managed Income Fund (JMGIX) has a higher volatility of 0.51% compared to Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) at 0.25%. This indicates that JMGIX's price experiences larger fluctuations and is considered to be riskier than VUSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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