JUEMX vs. VSVNX
Compare and contrast key facts about JPMorgan U.S. Equity Fund R6 (JUEMX) and Vanguard Target Retirement 2070 Fund (VSVNX).
JUEMX is managed by JPMorgan Chase. It was launched on Sep 17, 1993. VSVNX is managed by Vanguard. It was launched on Jun 28, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JUEMX or VSVNX.
Correlation
The correlation between JUEMX and VSVNX is 0.89, 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. VSVNX - Performance Comparison
Key characteristics
JUEMX:
0.08
VSVNX:
0.64
JUEMX:
0.25
VSVNX:
0.99
JUEMX:
1.04
VSVNX:
1.14
JUEMX:
0.07
VSVNX:
0.68
JUEMX:
0.21
VSVNX:
3.07
JUEMX:
7.42%
VSVNX:
3.20%
JUEMX:
20.98%
VSVNX:
15.31%
JUEMX:
-34.95%
VSVNX:
-15.39%
JUEMX:
-16.08%
VSVNX:
-5.25%
Returns By Period
In the year-to-date period, JUEMX achieves a -7.29% return, which is significantly lower than VSVNX's -0.49% return.
JUEMX
-7.29%
-3.26%
-12.34%
1.31%
9.85%
5.61%
VSVNX
-0.49%
-1.37%
-0.95%
9.44%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JUEMX vs. VSVNX - Expense Ratio Comparison
JUEMX has a 0.44% expense ratio, which is higher than VSVNX's 0.08% expense ratio.
Risk-Adjusted Performance
JUEMX vs. VSVNX — Risk-Adjusted Performance Rank
JUEMX
VSVNX
JUEMX vs. VSVNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund R6 (JUEMX) and Vanguard Target Retirement 2070 Fund (VSVNX). 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. VSVNX - Dividend Comparison
JUEMX's dividend yield for the trailing twelve months is around 0.80%, less than VSVNX's 1.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUEMX JPMorgan U.S. Equity Fund R6 | 0.80% | 0.77% | 1.06% | 1.28% | 0.79% | 0.92% | 1.10% | 1.41% | 1.11% | 1.22% | 1.24% | 1.36% |
VSVNX Vanguard Target Retirement 2070 Fund | 1.80% | 1.79% | 1.57% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JUEMX vs. VSVNX - Drawdown Comparison
The maximum JUEMX drawdown since its inception was -34.95%, which is greater than VSVNX's maximum drawdown of -15.39%. Use the drawdown chart below to compare losses from any high point for JUEMX and VSVNX. For additional features, visit the drawdowns tool.
Volatility
JUEMX vs. VSVNX - Volatility Comparison
JPMorgan U.S. Equity Fund R6 (JUEMX) has a higher volatility of 14.32% compared to Vanguard Target Retirement 2070 Fund (VSVNX) at 10.76%. This indicates that JUEMX's price experiences larger fluctuations and is considered to be riskier than VSVNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.