JPPEX vs. VIIIX

In the year-to-date period, JPPEX achieves a 1.26% return, which is significantly lower than VIIIX's 1.63% return. Over the past 10 years, JPPEX has underperformed VIIIX with an annualized return of 3.64%, while VIIIX has yielded a comparatively higher 11.59% annualized return.

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JPPEX has a 0.64% expense ratio, which is higher than VIIIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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 0.20, which is lower than the VIIIX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of JPPEX and VIIIX, 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 VIIIX's 1.31% yield.

The maximum JPPEX drawdown since its inception was -40.32%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for JPPEX and VIIIX. For additional features, visit the drawdowns tool.

JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) have volatilities of 5.45% and 5.47%, 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.