JVASX vs. VFIAX
Compare and contrast key facts about JPMorgan Value Advantage Fund (JVASX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
JVASX is managed by JPMorgan Chase. It was launched on Feb 28, 2005. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JVASX or VFIAX.
Correlation
The correlation between JVASX and VFIAX 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.
Performance
JVASX vs. VFIAX - Performance Comparison
Key characteristics
JVASX:
0.49
VFIAX:
2.17
JVASX:
0.68
VFIAX:
2.89
JVASX:
1.11
VFIAX:
1.41
JVASX:
0.34
VFIAX:
3.21
JVASX:
2.18
VFIAX:
14.16
JVASX:
3.19%
VFIAX:
1.92%
JVASX:
14.33%
VFIAX:
12.52%
JVASX:
-59.38%
VFIAX:
-55.20%
JVASX:
-15.46%
VFIAX:
-2.16%
Returns By Period
In the year-to-date period, JVASX achieves a 6.08% return, which is significantly lower than VFIAX's 26.50% return. Over the past 10 years, JVASX has underperformed VFIAX with an annualized return of 3.54%, while VFIAX has yielded a comparatively higher 13.06% annualized return.
JVASX
6.08%
-14.42%
-1.46%
6.62%
1.45%
3.54%
VFIAX
26.50%
-0.13%
10.01%
26.93%
14.84%
13.06%
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JVASX vs. VFIAX - Expense Ratio Comparison
JVASX has a 0.79% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
JVASX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Value Advantage Fund (JVASX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
JVASX vs. VFIAX - Dividend Comparison
JVASX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 0.90%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JVASX JPMorgan Value Advantage Fund | 0.00% | 1.62% | 1.71% | 1.00% | 1.65% | 1.46% | 1.84% | 1.09% | 1.22% | 0.67% | 1.06% | 0.74% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 0.90% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
JVASX vs. VFIAX - Drawdown Comparison
The maximum JVASX drawdown since its inception was -59.38%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for JVASX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
JVASX vs. VFIAX - Volatility Comparison
JPMorgan Value Advantage Fund (JVASX) has a higher volatility of 9.34% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.77%. This indicates that JVASX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.