JUEMX vs. VFIAX
Compare and contrast key facts about JPMorgan U.S. Equity Fund R6 (JUEMX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
JUEMX is managed by JPMorgan Chase. It was launched on Sep 17, 1993. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JUEMX or VFIAX.
Correlation
The correlation between JUEMX and VFIAX 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.
Performance
JUEMX vs. VFIAX - Performance Comparison
Key characteristics
JUEMX:
0.43
VFIAX:
0.57
JUEMX:
0.73
VFIAX:
0.91
JUEMX:
1.11
VFIAX:
1.13
JUEMX:
0.44
VFIAX:
0.59
JUEMX:
1.64
VFIAX:
2.34
JUEMX:
5.22%
VFIAX:
4.69%
JUEMX:
20.12%
VFIAX:
19.36%
JUEMX:
-33.37%
VFIAX:
-55.20%
JUEMX:
-9.86%
VFIAX:
-8.57%
Returns By Period
In the year-to-date period, JUEMX achieves a -5.52% return, which is significantly lower than VFIAX's -4.34% return. Both investments have delivered pretty close results over the past 10 years, with JUEMX having a 12.02% annualized return and VFIAX not far ahead at 12.21%.
JUEMX
-5.52%
-0.55%
-3.99%
10.31%
16.50%
12.02%
VFIAX
-4.34%
-0.43%
-1.14%
13.14%
16.42%
12.21%
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JUEMX vs. VFIAX - Expense Ratio Comparison
JUEMX has a 0.44% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
JUEMX vs. VFIAX — Risk-Adjusted Performance Rank
JUEMX
VFIAX
JUEMX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund R6 (JUEMX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
JUEMX vs. VFIAX - Dividend Comparison
JUEMX's dividend yield for the trailing twelve months is around 0.78%, less than VFIAX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUEMX JPMorgan U.S. Equity Fund R6 | 0.78% | 0.77% | 1.06% | 1.28% | 0.79% | 0.92% | 1.10% | 1.41% | 1.11% | 1.22% | 1.24% | 1.36% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.35% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
JUEMX vs. VFIAX - Drawdown Comparison
The maximum JUEMX drawdown since its inception was -33.37%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for JUEMX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
JUEMX vs. VFIAX - Volatility Comparison
JPMorgan U.S. Equity Fund R6 (JUEMX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 14.21% and 14.09%, 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.