JPXN vs. FJPNX
Compare and contrast key facts about iShares JPX-Nikkei 400 ETF (JPXN) and Fidelity Japan Fund (FJPNX).
JPXN is a passively managed fund by iShares that tracks the performance of the JPX-Nikkei Index 400. It was launched on Oct 26, 2001. FJPNX is managed by Fidelity. It was launched on Sep 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPXN or FJPNX.
Correlation
The correlation between JPXN and FJPNX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JPXN vs. FJPNX - Performance Comparison
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Key characteristics
JPXN:
0.36
FJPNX:
0.47
JPXN:
0.65
FJPNX:
0.81
JPXN:
1.08
FJPNX:
1.11
JPXN:
0.54
FJPNX:
0.37
JPXN:
1.47
FJPNX:
1.60
JPXN:
5.10%
FJPNX:
7.06%
JPXN:
20.35%
FJPNX:
23.13%
JPXN:
-54.98%
FJPNX:
-61.98%
JPXN:
-2.16%
FJPNX:
-16.45%
Returns By Period
The year-to-date returns for both stocks are quite close, with JPXN having a 7.24% return and FJPNX slightly lower at 6.91%. Both investments have delivered pretty close results over the past 10 years, with JPXN having a 4.70% annualized return and FJPNX not far behind at 4.61%.
JPXN
7.24%
5.70%
6.96%
7.32%
8.57%
4.70%
FJPNX
6.91%
9.30%
2.98%
10.75%
5.31%
4.61%
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JPXN vs. FJPNX - Expense Ratio Comparison
JPXN has a 0.48% expense ratio, which is lower than FJPNX's 1.09% expense ratio.
Risk-Adjusted Performance
JPXN vs. FJPNX — Risk-Adjusted Performance Rank
JPXN
FJPNX
JPXN vs. FJPNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares JPX-Nikkei 400 ETF (JPXN) and Fidelity Japan Fund (FJPNX). 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
JPXN vs. FJPNX - Dividend Comparison
JPXN's dividend yield for the trailing twelve months is around 2.13%, less than FJPNX's 4.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPXN iShares JPX-Nikkei 400 ETF | 2.13% | 2.29% | 2.58% | 1.47% | 2.63% | 1.27% | 1.92% | 1.60% | 1.50% | 2.07% | 1.32% | 1.42% |
FJPNX Fidelity Japan Fund | 4.54% | 4.85% | 3.71% | 0.00% | 11.58% | 1.79% | 1.18% | 0.38% | 0.92% | 1.22% | 1.22% | 0.80% |
Drawdowns
JPXN vs. FJPNX - Drawdown Comparison
The maximum JPXN drawdown since its inception was -54.98%, smaller than the maximum FJPNX drawdown of -61.98%. Use the drawdown chart below to compare losses from any high point for JPXN and FJPNX. For additional features, visit the drawdowns tool.
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Volatility
JPXN vs. FJPNX - Volatility Comparison
iShares JPX-Nikkei 400 ETF (JPXN) and Fidelity Japan Fund (FJPNX) have volatilities of 4.08% and 3.90%, 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.
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