JUSSX vs. INDEX
Compare and contrast key facts about JPMorgan U.S. Small Company Fund (JUSSX) and Index Funds S&P 500 Equal Weight (INDEX).
JUSSX is managed by JPMorgan Chase. It was launched on Nov 4, 1993. INDEX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JUSSX or INDEX.
Correlation
The correlation between JUSSX and INDEX is 0.88, 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
JUSSX vs. INDEX - Performance Comparison
Key characteristics
JUSSX:
0.01
INDEX:
1.67
JUSSX:
0.16
INDEX:
2.26
JUSSX:
1.02
INDEX:
1.31
JUSSX:
0.00
INDEX:
2.56
JUSSX:
0.02
INDEX:
10.20
JUSSX:
6.90%
INDEX:
2.11%
JUSSX:
21.81%
INDEX:
12.88%
JUSSX:
-80.66%
INDEX:
-38.82%
JUSSX:
-31.53%
INDEX:
-2.10%
Returns By Period
In the year-to-date period, JUSSX achieves a -1.83% return, which is significantly lower than INDEX's 2.39% return.
JUSSX
-1.83%
-5.30%
-8.95%
-0.82%
0.15%
0.85%
INDEX
2.39%
-1.07%
6.63%
18.82%
11.55%
N/A
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JUSSX vs. INDEX - Expense Ratio Comparison
JUSSX has a 0.81% expense ratio, which is higher than INDEX's 0.25% expense ratio.
Risk-Adjusted Performance
JUSSX vs. INDEX — Risk-Adjusted Performance Rank
JUSSX
INDEX
JUSSX vs. INDEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Small Company Fund (JUSSX) and Index Funds S&P 500 Equal Weight (INDEX). 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
JUSSX vs. INDEX - Dividend Comparison
JUSSX's dividend yield for the trailing twelve months is around 0.48%, less than INDEX's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUSSX JPMorgan U.S. Small Company Fund | 0.48% | 0.47% | 0.52% | 0.58% | 0.10% | 0.57% | 0.65% | 0.35% | 0.32% | 0.46% | 0.55% | 0.25% |
INDEX Index Funds S&P 500 Equal Weight | 1.31% | 1.34% | 1.56% | 1.21% | 1.09% | 1.53% | 1.61% | 1.82% | 1.15% | 1.15% | 1.19% | 0.00% |
Drawdowns
JUSSX vs. INDEX - Drawdown Comparison
The maximum JUSSX drawdown since its inception was -80.66%, which is greater than INDEX's maximum drawdown of -38.82%. Use the drawdown chart below to compare losses from any high point for JUSSX and INDEX. For additional features, visit the drawdowns tool.
Volatility
JUSSX vs. INDEX - Volatility Comparison
JPMorgan U.S. Small Company Fund (JUSSX) has a higher volatility of 5.05% compared to Index Funds S&P 500 Equal Weight (INDEX) at 3.41%. This indicates that JUSSX's price experiences larger fluctuations and is considered to be riskier than INDEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.