JUESX vs. JMSIX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and JPMorgan Income Fund (JMSIX).
JUESX is managed by JPMorgan. JMSIX is managed by JPMorgan. It was launched on Jun 1, 2014.
Performance
JUESX vs. JMSIX - Performance Comparison
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JUESX vs. JMSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | -10.35% | 14.39% | 31.07% | 27.06% | -18.95% | 28.33% | 26.17% | 32.02% | -6.01% | 21.40% |
JMSIX JPMorgan Income Fund | -0.29% | 7.68% | 7.78% | 6.14% | -8.24% | 3.59% | 3.07% | 11.82% | 1.03% | 6.00% |
Returns By Period
In the year-to-date period, JUESX achieves a -10.35% return, which is significantly lower than JMSIX's -0.29% return. Over the past 10 years, JUESX has outperformed JMSIX with an annualized return of 14.12%, while JMSIX has yielded a comparatively lower 3.93% annualized 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%
JMSIX
- 1D
- 0.24%
- 1M
- -1.39%
- YTD
- -0.29%
- 6M
- 1.33%
- 1Y
- 5.02%
- 3Y*
- 6.36%
- 5Y*
- 2.78%
- 10Y*
- 3.93%
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JUESX vs. JMSIX - Expense Ratio Comparison
JUESX has a 0.69% expense ratio, which is higher than JMSIX's 0.40% expense ratio.
Return for Risk
JUESX vs. JMSIX — Risk / Return Rank
JUESX
JMSIX
JUESX vs. JMSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Fund Class I (JUESX) and JPMorgan Income Fund (JMSIX). 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 | JMSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 2.15 | -1.64 |
Sortino ratioReturn per unit of downside risk | 0.86 | 3.84 | -2.98 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.54 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 3.47 | -2.88 |
Martin ratioReturn relative to average drawdown | 2.21 | 13.30 | -11.09 |
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 | JMSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 2.15 | -1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.76 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 1.02 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.76 | -0.38 |
Correlation
The correlation between JUESX and JMSIX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JUESX vs. JMSIX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.40%, more than JMSIX's 5.53% 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% |
JMSIX JPMorgan Income Fund | 5.53% | 5.95% | 5.78% | 4.43% | 4.78% | 4.00% | 4.95% | 5.10% | 5.43% | 5.42% | 0.46% | 0.00% |
Drawdowns
JUESX vs. JMSIX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, which is greater than JMSIX's maximum drawdown of -18.40%. Use the drawdown chart below to compare losses from any high point for JUESX and JMSIX.
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Drawdown Indicators
| JUESX | JMSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -18.40% | -40.34% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -1.64% | -10.35% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -11.39% | -13.30% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -18.40% | -15.01% |
Current DrawdownCurrent decline from peak | -11.99% | -1.39% | -10.60% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -2.60% | -9.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 0.43% | +2.78% |
Volatility
JUESX vs. JMSIX - Volatility Comparison
JPMorgan US Equity Fund Class I (JUESX) has a higher volatility of 4.42% compared to JPMorgan Income Fund (JMSIX) at 0.77%. This indicates that JUESX's price experiences larger fluctuations and is considered to be riskier than JMSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUESX | JMSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 0.77% | +3.65% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 1.67% | +7.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.47% | 2.59% | +15.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 3.70% | +13.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.54% | 3.85% | +14.69% |