JPRE vs. FEQIX
Compare and contrast key facts about JPMorgan Realty Income ETF (JPRE) and Fidelity Equity-Income Fund (FEQIX).
JPRE is an actively managed fund by JPMorgan. It was launched on Dec 31, 1997. FEQIX is managed by Fidelity. It was launched on May 16, 1966.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPRE or FEQIX.
Correlation
The correlation between JPRE and FEQIX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JPRE vs. FEQIX - Performance Comparison
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Key characteristics
JPRE:
9.38%
FEQIX:
15.05%
JPRE:
-1.25%
FEQIX:
-62.07%
JPRE:
-0.58%
FEQIX:
-7.02%
Returns By Period
JPRE
N/A
N/A
N/A
N/A
N/A
N/A
FEQIX
2.39%
4.84%
-5.42%
4.30%
10.41%
4.56%
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JPRE vs. FEQIX - Expense Ratio Comparison
JPRE has a 0.50% expense ratio, which is lower than FEQIX's 0.57% expense ratio.
Risk-Adjusted Performance
JPRE vs. FEQIX — Risk-Adjusted Performance Rank
JPRE
FEQIX
JPRE vs. FEQIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Realty Income ETF (JPRE) and Fidelity Equity-Income Fund (FEQIX). 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.
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Dividends
JPRE vs. FEQIX - Dividend Comparison
JPRE has not paid dividends to shareholders, while FEQIX's dividend yield for the trailing twelve months is around 5.09%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPRE JPMorgan Realty Income ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FEQIX Fidelity Equity-Income Fund | 5.09% | 5.51% | 4.26% | 4.56% | 9.90% | 3.38% | 7.16% | 9.76% | 6.80% | 4.28% | 7.35% | 8.14% |
Drawdowns
JPRE vs. FEQIX - Drawdown Comparison
The maximum JPRE drawdown since its inception was -1.25%, smaller than the maximum FEQIX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for JPRE and FEQIX. For additional features, visit the drawdowns tool.
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Volatility
JPRE vs. FEQIX - Volatility Comparison
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