JMUEX vs. CMEUX
Compare and contrast key facts about JPMorgan U.S. Equity Fund (JMUEX) and Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX).
JMUEX is managed by JPMorgan Chase. It was launched on Sep 17, 1993. CMEUX is managed by Blackrock. It was launched on Apr 10, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMUEX or CMEUX.
Correlation
The correlation between JMUEX and CMEUX is 0.95, 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. CMEUX - Performance Comparison
Key characteristics
JMUEX:
1.40
CMEUX:
2.00
JMUEX:
1.83
CMEUX:
2.67
JMUEX:
1.28
CMEUX:
1.37
JMUEX:
1.73
CMEUX:
2.90
JMUEX:
8.65
CMEUX:
12.52
JMUEX:
2.33%
CMEUX:
2.10%
JMUEX:
14.45%
CMEUX:
13.21%
JMUEX:
-66.17%
CMEUX:
-28.39%
JMUEX:
-8.30%
CMEUX:
-3.04%
Returns By Period
In the year-to-date period, JMUEX achieves a 19.25% return, which is significantly lower than CMEUX's 25.81% return.
JMUEX
19.25%
-6.51%
3.12%
19.87%
10.44%
6.60%
CMEUX
25.81%
-0.57%
8.84%
26.11%
16.25%
N/A
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JMUEX vs. CMEUX - Expense Ratio Comparison
JMUEX has a 0.57% expense ratio, which is higher than CMEUX's 0.07% expense ratio.
Risk-Adjusted Performance
JMUEX vs. CMEUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund (JMUEX) and Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX). 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. CMEUX - Dividend Comparison
JMUEX's dividend yield for the trailing twelve months is around 0.47%, while CMEUX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMUEX JPMorgan U.S. Equity Fund | 0.47% | 0.96% | 1.16% | 0.68% | 0.83% | 0.99% | 1.29% | 0.99% | 1.11% | 1.12% | 1.26% | 1.03% |
CMEUX Six Circles Managed Equity Portfolio U.S. Unconstrained Fund | 0.00% | 1.16% | 1.38% | 0.89% | 1.48% | 1.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JMUEX vs. CMEUX - Drawdown Comparison
The maximum JMUEX drawdown since its inception was -66.17%, which is greater than CMEUX's maximum drawdown of -28.39%. Use the drawdown chart below to compare losses from any high point for JMUEX and CMEUX. For additional features, visit the drawdowns tool.
Volatility
JMUEX vs. CMEUX - Volatility Comparison
JPMorgan U.S. Equity Fund (JMUEX) has a higher volatility of 7.22% compared to Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) at 4.18%. This indicates that JMUEX's price experiences larger fluctuations and is considered to be riskier than CMEUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.