JTSSX vs. FXAIX
Compare and contrast key facts about JPMorgan SmartRetirement 2050 Fund (JTSSX) and Fidelity 500 Index Fund (FXAIX).
JTSSX is managed by JPMorgan Chase. It was launched on Jul 30, 2007. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JTSSX or FXAIX.
Correlation
The correlation between JTSSX and FXAIX 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
JTSSX vs. FXAIX - Performance Comparison
Key characteristics
JTSSX:
1.51
FXAIX:
1.90
JTSSX:
2.10
FXAIX:
2.56
JTSSX:
1.27
FXAIX:
1.35
JTSSX:
0.88
FXAIX:
2.87
JTSSX:
8.20
FXAIX:
11.90
JTSSX:
2.05%
FXAIX:
2.04%
JTSSX:
11.10%
FXAIX:
12.79%
JTSSX:
-50.52%
FXAIX:
-33.79%
JTSSX:
-5.52%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, JTSSX achieves a 5.18% return, which is significantly higher than FXAIX's 4.38% return. Over the past 10 years, JTSSX has underperformed FXAIX with an annualized return of 4.13%, while FXAIX has yielded a comparatively higher 13.11% annualized return.
JTSSX
5.18%
3.17%
5.73%
16.16%
3.98%
4.13%
FXAIX
4.38%
2.32%
10.23%
24.10%
14.52%
13.11%
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JTSSX vs. FXAIX - Expense Ratio Comparison
JTSSX has a 0.25% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
JTSSX vs. FXAIX — Risk-Adjusted Performance Rank
JTSSX
FXAIX
JTSSX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2050 Fund (JTSSX) 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
JTSSX vs. FXAIX - Dividend Comparison
JTSSX's dividend yield for the trailing twelve months is around 2.03%, more than FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JTSSX JPMorgan SmartRetirement 2050 Fund | 2.03% | 2.13% | 1.57% | 1.70% | 2.78% | 1.41% | 1.81% | 2.62% | 1.71% | 1.89% | 1.87% | 2.73% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
JTSSX vs. FXAIX - Drawdown Comparison
The maximum JTSSX drawdown since its inception was -50.52%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for JTSSX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
JTSSX vs. FXAIX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement 2050 Fund (JTSSX) is 2.76%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.19%. This indicates that JTSSX 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.