JNEMX vs. INDEX
Compare and contrast key facts about JPMorgan International Equity Fund Class R6 (JNEMX) and Index Funds S&P 500 Equal Weight (INDEX).
JNEMX is managed by JPMorgan. It was launched on Dec 1, 2010. INDEX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNEMX or INDEX.
Correlation
The correlation between JNEMX and INDEX is 0.77, 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
JNEMX vs. INDEX - Performance Comparison
Key characteristics
JNEMX:
0.71
INDEX:
1.79
JNEMX:
1.06
INDEX:
2.42
JNEMX:
1.13
INDEX:
1.33
JNEMX:
0.85
INDEX:
2.72
JNEMX:
1.94
INDEX:
10.82
JNEMX:
4.82%
INDEX:
2.10%
JNEMX:
13.23%
INDEX:
12.76%
JNEMX:
-36.04%
INDEX:
-38.82%
JNEMX:
-2.81%
INDEX:
0.00%
Returns By Period
In the year-to-date period, JNEMX achieves a 8.27% return, which is significantly higher than INDEX's 4.58% return.
JNEMX
8.27%
6.05%
0.57%
8.82%
5.36%
4.85%
INDEX
4.58%
2.56%
9.18%
24.09%
12.05%
N/A
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JNEMX vs. INDEX - Expense Ratio Comparison
JNEMX has a 0.50% expense ratio, which is higher than INDEX's 0.25% expense ratio.
Risk-Adjusted Performance
JNEMX vs. INDEX — Risk-Adjusted Performance Rank
JNEMX
INDEX
JNEMX vs. INDEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Equity Fund Class R6 (JNEMX) and Index Funds S&P 500 Equal Weight (INDEX). 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
JNEMX vs. INDEX - Dividend Comparison
JNEMX's dividend yield for the trailing twelve months is around 3.03%, more than INDEX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNEMX JPMorgan International Equity Fund Class R6 | 3.03% | 3.28% | 2.40% | 2.88% | 2.19% | 1.30% | 3.58% | 2.79% | 1.83% | 2.03% | 2.17% | 2.89% |
INDEX Index Funds S&P 500 Equal Weight | 1.28% | 1.34% | 1.56% | 1.21% | 1.09% | 1.53% | 1.61% | 1.82% | 1.15% | 1.15% | 1.19% | 0.00% |
Drawdowns
JNEMX vs. INDEX - Drawdown Comparison
The maximum JNEMX drawdown since its inception was -36.04%, smaller than the maximum INDEX drawdown of -38.82%. Use the drawdown chart below to compare losses from any high point for JNEMX and INDEX. For additional features, visit the drawdowns tool.
Volatility
JNEMX vs. INDEX - Volatility Comparison
JPMorgan International Equity Fund Class R6 (JNEMX) has a higher volatility of 3.64% compared to Index Funds S&P 500 Equal Weight (INDEX) at 3.05%. This indicates that JNEMX's price experiences larger fluctuations and is considered to be riskier than INDEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.