JMUEX vs. PARWX

In the year-to-date period, JMUEX achieves a -4.32% return, which is significantly lower than PARWX's -2.94% return. Over the past 10 years, JMUEX has underperformed PARWX with an annualized return of 5.84%, while PARWX has yielded a comparatively higher 11.46% annualized return.

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JMUEX has a 0.57% expense ratio, which is lower than PARWX's 0.88% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund (JMUEX) and Parnassus Endeavor Fund (PARWX). 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.

The current JMUEX Sharpe Ratio is 0.08, which is lower than the PARWX Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of JMUEX and PARWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JMUEX's dividend yield for the trailing twelve months is around 0.67%, less than PARWX's 1.10% yield.

The maximum JMUEX drawdown since its inception was -66.17%, which is greater than PARWX's maximum drawdown of -47.76%. Use the drawdown chart below to compare losses from any high point for JMUEX and PARWX. For additional features, visit the drawdowns tool.

JPMorgan U.S. Equity Fund (JMUEX) has a higher volatility of 6.97% compared to Parnassus Endeavor Fund (PARWX) at 6.50%. This indicates that JMUEX's price experiences larger fluctuations and is considered to be riskier than PARWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.