JPPEX vs. JUEMX

In the year-to-date period, JPPEX achieves a 1.16% return, which is significantly higher than JUEMX's 0.65% return. Over the past 10 years, JPPEX has underperformed JUEMX with an annualized return of 3.59%, while JUEMX has yielded a comparatively higher 6.33% annualized return.

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JPPEX has a 0.64% expense ratio, which is higher than JUEMX's 0.44% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and JPMorgan U.S. Equity Fund R6 (JUEMX). 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 JPPEX Sharpe Ratio is 0.18, which is comparable to the JUEMX Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of JPPEX and JUEMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JPPEX's dividend yield for the trailing twelve months is around 0.68%, less than JUEMX's 0.73% yield.

The maximum JPPEX drawdown since its inception was -40.32%, which is greater than JUEMX's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for JPPEX and JUEMX. For additional features, visit the drawdowns tool.

JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and JPMorgan U.S. Equity Fund R6 (JUEMX) have volatilities of 5.48% and 5.72%, 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.