JMUEX vs. VLCAX

In the year-to-date period, JMUEX achieves a -4.32% return, which is significantly lower than VLCAX's -3.19% return. Over the past 10 years, JMUEX has underperformed VLCAX with an annualized return of 5.84%, while VLCAX has yielded a comparatively higher 12.36% annualized return.

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JMUEX has a 0.57% expense ratio, which is higher than VLCAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund (JMUEX) and Vanguard Large-Cap Index Fund Admiral Shares (VLCAX). 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 VLCAX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of JMUEX and VLCAX, 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 VLCAX's 1.30% yield.

The maximum JMUEX drawdown since its inception was -66.17%, which is greater than VLCAX's maximum drawdown of -54.76%. Use the drawdown chart below to compare losses from any high point for JMUEX and VLCAX. For additional features, visit the drawdowns tool.

JPMorgan U.S. Equity Fund (JMUEX) and Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) have volatilities of 6.97% and 6.89%, 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.