JUEMX vs. VHIAX

In the year-to-date period, JUEMX achieves a 26.52% return, which is significantly lower than VHIAX's 30.06% return. Over the past 10 years, JUEMX has underperformed VHIAX with an annualized return of 6.66%, while VHIAX has yielded a comparatively higher 10.38% annualized return.

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JUEMX has a 0.44% expense ratio, which is lower than VHIAX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund R6 (JUEMX) and JPMorgan Growth Advantage Fund (VHIAX). 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.

The current JUEMX Sharpe Ratio is 2.56, which is comparable to the VHIAX Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of JUEMX and VHIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JUEMX's dividend yield for the trailing twelve months is around 0.75%, while VHIAX has not paid dividends to shareholders.

The maximum JUEMX drawdown since its inception was -34.95%, smaller than the maximum VHIAX drawdown of -53.94%. Use the drawdown chart below to compare losses from any high point for JUEMX and VHIAX. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan U.S. Equity Fund R6 (JUEMX) is 4.64%, while JPMorgan Growth Advantage Fund (VHIAX) has a volatility of 5.65%. This indicates that JUEMX experiences smaller price fluctuations and is considered to be less risky than VHIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.