JUESX vs. VPMAX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
JUESX is managed by JPMorgan. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
JUESX vs. VPMAX - Performance Comparison
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JUESX vs. VPMAX - 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% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | -2.75% | 54.11% | 13.30% | 28.25% | -15.16% | 21.72% | 17.23% | 27.88% | -1.93% | 28.28% |
Returns By Period
In the year-to-date period, JUESX achieves a -7.67% return, which is significantly lower than VPMAX's -2.75% return. Over the past 10 years, JUESX has underperformed VPMAX with an annualized return of 14.45%, while VPMAX has yielded a comparatively higher 16.91% 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%
VPMAX
- 1D
- 3.30%
- 1M
- -6.80%
- YTD
- -2.75%
- 6M
- 24.32%
- 1Y
- 51.98%
- 3Y*
- 26.74%
- 5Y*
- 15.10%
- 10Y*
- 16.91%
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JUESX vs. VPMAX - Expense Ratio Comparison
JUESX has a 0.69% expense ratio, which is higher than VPMAX's 0.31% expense ratio.
Return for Risk
JUESX vs. VPMAX — Risk / Return Rank
JUESX
VPMAX
JUESX vs. VPMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Fund Class I (JUESX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX). 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 | VPMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.78 | -1.14 |
Sortino ratioReturn per unit of downside risk | 1.06 | 3.30 | -2.24 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.48 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 3.76 | -2.71 |
Martin ratioReturn relative to average drawdown | 3.88 | 16.16 | -12.28 |
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 | VPMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.78 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.75 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.84 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.62 | -0.23 |
Correlation
The correlation between JUESX and VPMAX is 0.94, 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. VPMAX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.21%, less than VPMAX's 32.75% 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% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 32.75% | 31.85% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 4.52% | 5.13% | 5.99% |
Drawdowns
JUESX vs. VPMAX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, which is greater than VPMAX's maximum drawdown of -48.32%. Use the drawdown chart below to compare losses from any high point for JUESX and VPMAX.
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Drawdown Indicators
| JUESX | VPMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -48.32% | -10.42% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -13.75% | +1.76% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -25.21% | +0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -32.65% | -0.76% |
Current DrawdownCurrent decline from peak | -9.36% | -8.80% | -0.56% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -6.61% | -5.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.20% | +0.07% |
Volatility
JUESX vs. VPMAX - Volatility Comparison
The current volatility for JPMorgan US Equity Fund Class I (JUESX) is 5.55%, while Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a volatility of 6.72%. This indicates that JUESX experiences smaller price fluctuations and is considered to be less risky than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUESX | VPMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 6.72% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 22.09% | -12.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 28.98% | -10.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 20.17% | -2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 20.11% | -1.55% |