JUESX vs. JEPAX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and JPMorgan Equity Premium Income Fund Class A (JEPAX).
JUESX is managed by JPMorgan. JEPAX is managed by JPMorgan. It was launched on Aug 31, 2018.
Performance
JUESX vs. JEPAX - Performance Comparison
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JUESX vs. JEPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | -10.35% | 14.39% | 31.07% | 27.06% | -18.95% | 28.33% | 26.17% | 17.04% |
JEPAX JPMorgan Equity Premium Income Fund Class A | -0.48% | 7.55% | 12.07% | 9.42% | -4.05% | 19.13% | 5.75% | 7.45% |
Returns By Period
In the year-to-date period, JUESX achieves a -10.35% return, which is significantly lower than JEPAX's -0.48% return.
JUESX
- 1D
- -0.25%
- 1M
- -8.59%
- YTD
- -10.35%
- 6M
- -9.90%
- 1Y
- 8.74%
- 3Y*
- 16.65%
- 5Y*
- 11.01%
- 10Y*
- 14.12%
JEPAX
- 1D
- 1.96%
- 1M
- -5.21%
- YTD
- -0.48%
- 6M
- 2.05%
- 1Y
- 6.64%
- 3Y*
- 8.91%
- 5Y*
- 7.66%
- 10Y*
- —
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JUESX vs. JEPAX - Expense Ratio Comparison
JUESX has a 0.69% expense ratio, which is lower than JEPAX's 0.85% expense ratio.
Return for Risk
JUESX vs. JEPAX — Risk / Return Rank
JUESX
JEPAX
JUESX vs. JEPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Fund Class I (JUESX) and JPMorgan Equity Premium Income Fund Class A (JEPAX). 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.
| JUESX | JEPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.49 | +0.02 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.80 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.13 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 0.79 | -0.20 |
Martin ratioReturn relative to average drawdown | 2.21 | 3.66 | -1.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JUESX | JEPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.49 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.67 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.53 | -0.14 |
Correlation
The correlation between JUESX and JEPAX is 0.76, 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.
Dividends
JUESX vs. JEPAX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.40%, less than JEPAX's 7.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | 6.40% | 5.73% | 11.92% | 1.94% | 4.97% | 10.64% | 6.38% | 9.92% | 14.45% | 8.60% | 4.64% | 5.94% |
JEPAX JPMorgan Equity Premium Income Fund Class A | 7.31% | 7.88% | 6.95% | 8.19% | 11.98% | 5.96% | 11.35% | 5.61% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JUESX vs. JEPAX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, which is greater than JEPAX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for JUESX and JEPAX.
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Drawdown Indicators
| JUESX | JEPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -32.69% | -26.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -10.43% | -1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -13.74% | -10.95% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | — | — |
Current DrawdownCurrent decline from peak | -11.99% | -5.53% | -6.46% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -3.05% | -9.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 2.26% | +0.95% |
Volatility
JUESX vs. JEPAX - Volatility Comparison
JPMorgan US Equity Fund Class I (JUESX) has a higher volatility of 4.42% compared to JPMorgan Equity Premium Income Fund Class A (JEPAX) at 4.15%. This indicates that JUESX's price experiences larger fluctuations and is considered to be riskier than JEPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUESX | JEPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 4.15% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 6.78% | +2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.47% | 13.79% | +4.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 11.43% | +5.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.54% | 15.04% | +3.50% |