Correlation
The correlation between JUEMX and FXAIX is 0.98, 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.
JUEMX vs. FXAIX
Compare and contrast key facts about JPMorgan U.S. Equity Fund R6 (JUEMX) and Fidelity 500 Index Fund (FXAIX).
JUEMX is managed by JPMorgan Chase. It was launched on Sep 17, 1993. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JUEMX or FXAIX.
Performance
JUEMX vs. FXAIX - Performance Comparison
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Key characteristics
JUEMX:
0.40
FXAIX:
0.61
JUEMX:
0.66
FXAIX:
0.90
JUEMX:
1.09
FXAIX:
1.13
JUEMX:
0.38
FXAIX:
0.59
JUEMX:
1.35
FXAIX:
2.24
JUEMX:
5.50%
FXAIX:
4.84%
JUEMX:
20.47%
FXAIX:
19.71%
JUEMX:
-33.37%
FXAIX:
-33.79%
JUEMX:
-6.88%
FXAIX:
-4.94%
Returns By Period
In the year-to-date period, JUEMX achieves a -2.40% return, which is significantly lower than FXAIX's -0.54% return. Both investments have delivered pretty close results over the past 10 years, with JUEMX having a 12.90% annualized return and FXAIX not far behind at 12.50%.
JUEMX
-2.40%
5.27%
-5.51%
7.52%
14.83%
16.18%
12.90%
FXAIX
-0.54%
5.16%
-2.15%
11.17%
15.62%
16.26%
12.50%
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JUEMX vs. FXAIX - Expense Ratio Comparison
JUEMX has a 0.44% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
JUEMX vs. FXAIX — Risk-Adjusted Performance Rank
JUEMX
FXAIX
JUEMX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund R6 (JUEMX) 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.
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Dividends
JUEMX vs. FXAIX - Dividend Comparison
JUEMX's dividend yield for the trailing twelve months is around 6.56%, more than FXAIX's 1.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUEMX JPMorgan U.S. Equity Fund R6 | 6.56% | 6.43% | 2.14% | 5.20% | 10.82% | 6.70% | 10.14% | 14.65% | 8.81% | 4.87% | 6.28% | 10.06% |
FXAIX Fidelity 500 Index Fund | 1.58% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
JUEMX vs. FXAIX - Drawdown Comparison
The maximum JUEMX drawdown since its inception was -33.37%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for JUEMX and FXAIX.
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Volatility
JUEMX vs. FXAIX - Volatility Comparison
JPMorgan U.S. Equity Fund R6 (JUEMX) has a higher volatility of 4.67% compared to Fidelity 500 Index Fund (FXAIX) at 4.37%. This indicates that JUEMX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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