JPPEX vs. VIIIX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
JPPEX is managed by JPMorgan Chase. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPPEX or VIIIX.
Correlation
The correlation between JPPEX and VIIIX is 0.91, 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
JPPEX vs. VIIIX - Performance Comparison
Key characteristics
JPPEX:
0.78
VIIIX:
1.72
JPPEX:
1.12
VIIIX:
2.32
JPPEX:
1.14
VIIIX:
1.32
JPPEX:
0.91
VIIIX:
2.63
JPPEX:
2.44
VIIIX:
10.35
JPPEX:
4.23%
VIIIX:
2.15%
JPPEX:
13.26%
VIIIX:
12.91%
JPPEX:
-40.32%
VIIIX:
-55.18%
JPPEX:
-7.14%
VIIIX:
-0.42%
Returns By Period
In the year-to-date period, JPPEX achieves a 3.40% return, which is significantly lower than VIIIX's 4.19% return. Over the past 10 years, JPPEX has underperformed VIIIX with an annualized return of 4.12%, while VIIIX has yielded a comparatively higher 12.00% annualized return.
JPPEX
3.40%
-1.45%
4.57%
10.68%
5.29%
4.12%
VIIIX
4.19%
1.25%
9.36%
22.79%
12.48%
12.00%
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JPPEX vs. VIIIX - Expense Ratio Comparison
JPPEX has a 0.64% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Risk-Adjusted Performance
JPPEX vs. VIIIX — Risk-Adjusted Performance Rank
JPPEX
VIIIX
JPPEX vs. VIIIX - Risk-Adjusted Performance Comparison
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.
Dividends
JPPEX vs. VIIIX - Dividend Comparison
JPPEX's dividend yield for the trailing twelve months is around 0.66%, less than VIIIX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPPEX JPMorgan Mid Cap Equity Fund Class R6 | 0.66% | 0.68% | 0.73% | 0.73% | 0.36% | 0.58% | 1.04% | 0.86% | 0.42% | 0.40% | 0.35% | 0.41% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.23% | 1.28% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% |
Drawdowns
JPPEX vs. VIIIX - Drawdown Comparison
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.
Volatility
JPPEX vs. VIIIX - Volatility Comparison
The current volatility for JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) is 2.68%, while Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) has a volatility of 3.00%. This indicates that JPPEX experiences smaller price fluctuations and is considered to be less risky than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.