JSISX vs. FXAIX
Compare and contrast key facts about JPMorgan Unconstrained Debt Fund (JSISX) and Fidelity 500 Index Fund (FXAIX).
JSISX is managed by JPMorgan Chase. It was launched on Nov 30, 2010. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSISX or FXAIX.
Correlation
The correlation between JSISX and FXAIX is 0.31, 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
JSISX vs. FXAIX - Performance Comparison
Key characteristics
JSISX:
2.78
FXAIX:
1.75
JSISX:
4.20
FXAIX:
2.36
JSISX:
1.57
FXAIX:
1.32
JSISX:
4.46
FXAIX:
2.66
JSISX:
13.79
FXAIX:
11.02
JSISX:
0.47%
FXAIX:
2.04%
JSISX:
2.34%
FXAIX:
12.89%
JSISX:
-7.13%
FXAIX:
-33.79%
JSISX:
0.00%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, JSISX achieves a 1.34% return, which is significantly lower than FXAIX's 2.42% return. Over the past 10 years, JSISX has underperformed FXAIX with an annualized return of 3.16%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
JSISX
1.34%
0.93%
2.21%
6.49%
3.32%
3.16%
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
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JSISX vs. FXAIX - Expense Ratio Comparison
JSISX has a 0.64% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
JSISX vs. FXAIX — Risk-Adjusted Performance Rank
JSISX
FXAIX
JSISX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Unconstrained Debt Fund (JSISX) and Fidelity 500 Index Fund (FXAIX). 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
JSISX vs. FXAIX - Dividend Comparison
JSISX's dividend yield for the trailing twelve months is around 4.70%, more than FXAIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSISX JPMorgan Unconstrained Debt Fund | 4.70% | 4.68% | 3.74% | 3.12% | 2.68% | 3.41% | 2.98% | 3.70% | 2.68% | 3.24% | 3.94% | 4.36% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
JSISX vs. FXAIX - Drawdown Comparison
The maximum JSISX drawdown since its inception was -7.13%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for JSISX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
JSISX vs. FXAIX - Volatility Comparison
The current volatility for JPMorgan Unconstrained Debt Fund (JSISX) is 0.55%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.43%. This indicates that JSISX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.