JMUB vs. FICNX
Compare and contrast key facts about JPMorgan Municipal ETF (JMUB) and Fidelity Connecticut Municipal Income Fund (FICNX).
JMUB is an actively managed fund by JPMorgan Chase. It was launched on Oct 29, 2018. FICNX is managed by Fidelity. It was launched on Oct 29, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMUB or FICNX.
Correlation
The correlation between JMUB and FICNX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JMUB vs. FICNX - Performance Comparison
Key characteristics
JMUB:
1.03
FICNX:
0.85
JMUB:
1.41
FICNX:
1.16
JMUB:
1.19
FICNX:
1.17
JMUB:
0.98
FICNX:
0.68
JMUB:
3.98
FICNX:
2.59
JMUB:
0.81%
FICNX:
1.09%
JMUB:
3.11%
FICNX:
3.34%
JMUB:
-12.50%
FICNX:
-14.21%
JMUB:
-0.91%
FICNX:
-1.42%
Returns By Period
In the year-to-date period, JMUB achieves a 0.47% return, which is significantly higher than FICNX's 0.28% return.
JMUB
0.47%
0.69%
1.02%
3.02%
1.01%
N/A
FICNX
0.28%
0.67%
1.46%
3.02%
0.89%
1.76%
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JMUB vs. FICNX - Expense Ratio Comparison
JMUB has a 0.18% expense ratio, which is lower than FICNX's 0.48% expense ratio.
Risk-Adjusted Performance
JMUB vs. FICNX — Risk-Adjusted Performance Rank
JMUB
FICNX
JMUB vs. FICNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Municipal ETF (JMUB) and Fidelity Connecticut Municipal Income Fund (FICNX). 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
JMUB vs. FICNX - Dividend Comparison
JMUB's dividend yield for the trailing twelve months is around 3.48%, more than FICNX's 3.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMUB JPMorgan Municipal ETF | 3.48% | 3.50% | 3.20% | 2.16% | 1.94% | 2.13% | 3.66% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% |
FICNX Fidelity Connecticut Municipal Income Fund | 3.26% | 3.27% | 3.03% | 2.88% | 2.07% | 2.31% | 2.49% | 2.95% | 2.54% | 2.71% | 2.97% | 2.91% |
Drawdowns
JMUB vs. FICNX - Drawdown Comparison
The maximum JMUB drawdown since its inception was -12.50%, smaller than the maximum FICNX drawdown of -14.21%. Use the drawdown chart below to compare losses from any high point for JMUB and FICNX. For additional features, visit the drawdowns tool.
Volatility
JMUB vs. FICNX - Volatility Comparison
JPMorgan Municipal ETF (JMUB) and Fidelity Connecticut Municipal Income Fund (FICNX) have volatilities of 0.92% and 0.95%, 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.