JUESX vs. VHIAX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and JPMorgan Growth Advantage Fund (VHIAX).
JUESX is managed by JPMorgan. VHIAX is managed by JPMorgan. It was launched on Oct 29, 1999.
Performance
JUESX vs. VHIAX - Performance Comparison
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JUESX vs. VHIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | -7.67% | 14.39% | 31.07% | 27.06% | -18.95% | 28.33% | 26.17% | 32.02% | -6.01% | 21.40% |
VHIAX JPMorgan Growth Advantage Fund | -8.66% | 15.50% | 39.19% | 39.81% | -30.24% | 21.60% | 53.26% | 35.92% | -1.52% | 35.19% |
Returns By Period
In the year-to-date period, JUESX achieves a -7.67% return, which is significantly higher than VHIAX's -8.66% return. Over the past 10 years, JUESX has underperformed VHIAX with an annualized return of 14.45%, while VHIAX has yielded a comparatively higher 17.57% annualized return.
JUESX
- 1D
- 2.99%
- 1M
- -5.96%
- YTD
- -7.67%
- 6M
- -7.31%
- 1Y
- 11.28%
- 3Y*
- 17.80%
- 5Y*
- 11.35%
- 10Y*
- 14.45%
VHIAX
- 1D
- 3.87%
- 1M
- -4.81%
- YTD
- -8.66%
- 6M
- -9.05%
- 1Y
- 16.03%
- 3Y*
- 22.23%
- 5Y*
- 10.87%
- 10Y*
- 17.57%
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JUESX vs. VHIAX - Expense Ratio Comparison
JUESX has a 0.69% expense ratio, which is lower than VHIAX's 1.04% expense ratio.
Return for Risk
JUESX vs. VHIAX — Risk / Return Rank
JUESX
VHIAX
JUESX vs. VHIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Fund Class I (JUESX) 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.
| JUESX | VHIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.76 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.23 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.18 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.08 | -0.02 |
Martin ratioReturn relative to average drawdown | 3.88 | 3.45 | +0.42 |
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 | VHIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.76 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.49 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.80 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.34 | +0.05 |
Correlation
The correlation between JUESX and VHIAX 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.
Dividends
JUESX vs. VHIAX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.21%, less than VHIAX's 13.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | 6.21% | 5.73% | 11.92% | 1.94% | 4.97% | 10.64% | 6.38% | 9.92% | 14.45% | 8.60% | 4.64% | 5.94% |
VHIAX JPMorgan Growth Advantage Fund | 13.90% | 12.70% | 12.63% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% |
Drawdowns
JUESX vs. VHIAX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, smaller than the maximum VHIAX drawdown of -85.49%. Use the drawdown chart below to compare losses from any high point for JUESX and VHIAX.
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Drawdown Indicators
| JUESX | VHIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -85.49% | +26.75% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -15.76% | +3.77% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -35.25% | +10.56% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -35.25% | +1.84% |
Current DrawdownCurrent decline from peak | -9.36% | -12.50% | +3.14% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -40.36% | +28.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 4.93% | -1.66% |
Volatility
JUESX vs. VHIAX - Volatility Comparison
The current volatility for JPMorgan US Equity Fund Class I (JUESX) is 5.55%, while JPMorgan Growth Advantage Fund (VHIAX) has a volatility of 6.88%. This indicates that JUESX 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.
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Volatility by Period
| JUESX | VHIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 6.88% | -1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 12.63% | -3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 22.62% | -3.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 22.45% | -5.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 22.16% | -3.60% |