JPTBX vs. VIIIX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2055 Fund (JPTBX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
JPTBX is managed by JPMorgan Chase. It was launched on Jul 1, 2012. 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: JPTBX or VIIIX.
Correlation
The correlation between JPTBX and VIIIX is 0.95, 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
JPTBX vs. VIIIX - Performance Comparison
Key characteristics
JPTBX:
1.52
VIIIX:
1.72
JPTBX:
2.10
VIIIX:
2.31
JPTBX:
1.28
VIIIX:
1.31
JPTBX:
2.32
VIIIX:
2.62
JPTBX:
8.66
VIIIX:
10.32
JPTBX:
1.97%
VIIIX:
2.15%
JPTBX:
11.20%
VIIIX:
12.92%
JPTBX:
-32.64%
VIIIX:
-55.18%
JPTBX:
-0.14%
VIIIX:
0.00%
Returns By Period
In the year-to-date period, JPTBX achieves a 5.02% return, which is significantly higher than VIIIX's 4.63% return. Over the past 10 years, JPTBX has underperformed VIIIX with an annualized return of 7.67%, while VIIIX has yielded a comparatively higher 12.04% annualized return.
JPTBX
5.02%
3.26%
6.12%
17.65%
8.45%
7.67%
VIIIX
4.63%
2.57%
8.84%
23.47%
12.58%
12.04%
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JPTBX vs. VIIIX - Expense Ratio Comparison
JPTBX has a 0.33% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Risk-Adjusted Performance
JPTBX vs. VIIIX — Risk-Adjusted Performance Rank
JPTBX
VIIIX
JPTBX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2055 Fund (JPTBX) 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
JPTBX vs. VIIIX - Dividend Comparison
JPTBX's dividend yield for the trailing twelve months is around 1.85%, more than VIIIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPTBX JPMorgan SmartRetirement Blend 2055 Fund | 1.85% | 1.95% | 1.83% | 1.61% | 2.14% | 1.15% | 1.95% | 2.24% | 1.89% | 2.02% | 1.94% | 1.95% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.22% | 1.28% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% |
Drawdowns
JPTBX vs. VIIIX - Drawdown Comparison
The maximum JPTBX drawdown since its inception was -32.64%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for JPTBX and VIIIX. For additional features, visit the drawdowns tool.
Volatility
JPTBX vs. VIIIX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2055 Fund (JPTBX) is 2.82%, while Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) has a volatility of 3.07%. This indicates that JPTBX 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.