JMUEX vs. FXAIX
Compare and contrast key facts about JPMorgan U.S. Equity Fund (JMUEX) and Fidelity 500 Index Fund (FXAIX).
JMUEX is managed by JPMorgan Chase. It was launched on Sep 17, 1993. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMUEX or FXAIX.
Key characteristics
| JMUEX | FXAIX | |
|---|---|---|
| YTD Return | 19.77% | 19.12% |
| 1Y Return | 29.16% | 28.25% |
| 3Y Return (Ann) | 10.55% | 10.02% |
| 5Y Return (Ann) | 17.08% | 15.25% |
| 10Y Return (Ann) | 12.83% | 12.99% |
| Sharpe Ratio | 2.09 | 2.17 |
| Daily Std Dev | 13.12% | 12.79% |
| Max Drawdown | -61.42% | -33.79% |
| Current Drawdown | -0.20% | -0.50% |
Correlation
The correlation between JMUEX and FXAIX is 0.98, 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. FXAIX - Performance Comparison
The year-to-date returns for both stocks are quite close, with JMUEX having a 19.77% return and FXAIX slightly lower at 19.12%. Both investments have delivered pretty close results over the past 10 years, with JMUEX having a 12.83% annualized return and FXAIX not far ahead at 12.99%. 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. FXAIX - Expense Ratio Comparison
JMUEX has a 0.57% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
JMUEX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund (JMUEX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
JMUEX's dividend yield for the trailing twelve months is around 1.65%, more than FXAIX's 1.25% 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% |
FXAIX Fidelity 500 Index Fund | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
JMUEX vs. FXAIX - Drawdown Comparison
The maximum JMUEX drawdown since its inception was -61.42%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for JMUEX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
JMUEX vs. FXAIX - Volatility Comparison
JPMorgan U.S. Equity Fund (JMUEX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 4.20% and 4.09%, 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.