JMUEX vs. AMAGX
Compare and contrast key facts about JPMorgan U.S. Equity Fund (JMUEX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
JMUEX is managed by JPMorgan Chase. It was launched on Sep 17, 1993. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMUEX or AMAGX.
Key characteristics
| JMUEX | AMAGX | |
|---|---|---|
| YTD Return | 19.77% | 16.58% |
| 1Y Return | 29.16% | 28.62% |
| 3Y Return (Ann) | 10.55% | 8.05% |
| 5Y Return (Ann) | 17.08% | 17.42% |
| 10Y Return (Ann) | 12.83% | 15.03% |
| Sharpe Ratio | 2.09 | 1.79 |
| Daily Std Dev | 13.12% | 15.41% |
| Max Drawdown | -61.42% | -57.64% |
| Current Drawdown | -0.20% | -2.89% |
Correlation
The correlation between JMUEX and AMAGX is 0.87, 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
JMUEX vs. AMAGX - Performance Comparison
In the year-to-date period, JMUEX achieves a 19.77% return, which is significantly higher than AMAGX's 16.58% return. Over the past 10 years, JMUEX has underperformed AMAGX with an annualized return of 12.83%, while AMAGX has yielded a comparatively higher 15.03% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JMUEX vs. AMAGX - Expense Ratio Comparison
JMUEX has a 0.57% expense ratio, which is lower than AMAGX's 0.91% expense ratio.
Risk-Adjusted Performance
JMUEX vs. AMAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund (JMUEX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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
JMUEX vs. AMAGX - Dividend Comparison
JMUEX's dividend yield for the trailing twelve months is around 1.65%, more than AMAGX's 0.56% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMUEX JPMorgan U.S. Equity Fund | 1.65% | 2.06% | 5.11% | 10.74% | 6.63% | 10.06% | 14.56% | 8.71% | 4.77% | 1.12% | 9.98% | 7.90% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.56% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% | 6.50% | 3.22% |
Drawdowns
JMUEX vs. AMAGX - Drawdown Comparison
The maximum JMUEX drawdown since its inception was -61.42%, which is greater than AMAGX's maximum drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for JMUEX and AMAGX. For additional features, visit the drawdowns tool.
Volatility
JMUEX vs. AMAGX - Volatility Comparison
The current volatility for JPMorgan U.S. Equity Fund (JMUEX) is 4.20%, while Amana Mutual Funds Trust Growth Fund (AMAGX) has a volatility of 4.75%. This indicates that JMUEX experiences smaller price fluctuations and is considered to be less risky than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.