JSASX vs. VPMAX
Compare and contrast key facts about JPMorgan SmartRetirement 2045 Fund (JSASX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
JSASX is managed by JPMorgan Chase. It was launched on Jul 30, 2007. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSASX or VPMAX.
Correlation
The correlation between JSASX and VPMAX is 0.92, 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
JSASX vs. VPMAX - Performance Comparison
Key characteristics
JSASX:
1.40
VPMAX:
1.27
JSASX:
1.93
VPMAX:
1.77
JSASX:
1.25
VPMAX:
1.23
JSASX:
0.76
VPMAX:
1.45
JSASX:
6.43
VPMAX:
5.41
JSASX:
2.36%
VPMAX:
3.30%
JSASX:
10.87%
VPMAX:
14.07%
JSASX:
-50.55%
VPMAX:
-55.03%
JSASX:
-8.74%
VPMAX:
0.00%
Returns By Period
In the year-to-date period, JSASX achieves a 4.59% return, which is significantly lower than VPMAX's 6.25% return. Over the past 10 years, JSASX has underperformed VPMAX with an annualized return of 3.78%, while VPMAX has yielded a comparatively higher 10.08% annualized return.
JSASX
4.59%
3.50%
3.94%
13.02%
3.23%
3.78%
VPMAX
6.25%
4.05%
5.85%
16.05%
12.57%
10.08%
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JSASX vs. VPMAX - Expense Ratio Comparison
JSASX has a 0.25% expense ratio, which is lower than VPMAX's 0.31% expense ratio.
Risk-Adjusted Performance
JSASX vs. VPMAX — Risk-Adjusted Performance Rank
JSASX
VPMAX
JSASX vs. VPMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2045 Fund (JSASX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX). 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
JSASX vs. VPMAX - Dividend Comparison
JSASX's dividend yield for the trailing twelve months is around 2.12%, more than VPMAX's 0.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSASX JPMorgan SmartRetirement 2045 Fund | 2.12% | 2.22% | 1.66% | 1.62% | 2.79% | 1.45% | 1.81% | 2.63% | 1.70% | 1.89% | 1.85% | 2.74% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 0.98% | 1.04% | 1.17% | 1.31% | 0.79% | 1.12% | 1.29% | 1.36% | 1.08% | 1.37% | 1.20% | 1.32% |
Drawdowns
JSASX vs. VPMAX - Drawdown Comparison
The maximum JSASX drawdown since its inception was -50.55%, smaller than the maximum VPMAX drawdown of -55.03%. Use the drawdown chart below to compare losses from any high point for JSASX and VPMAX. For additional features, visit the drawdowns tool.
Volatility
JSASX vs. VPMAX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement 2045 Fund (JSASX) is 2.64%, while Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a volatility of 3.27%. This indicates that JSASX experiences smaller price fluctuations and is considered to be less risky than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.