POMIX vs. JMSIX
Compare and contrast key facts about T. Rowe Price Total Equity Market Index Fund (POMIX) and JPMorgan Income Fund (JMSIX).
POMIX is managed by T. Rowe Price. It was launched on Jan 30, 1998. JMSIX is managed by JPMorgan Chase. It was launched on Jun 1, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: POMIX or JMSIX.
Correlation
The correlation between POMIX and JMSIX is 0.22, 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.
Performance
POMIX vs. JMSIX - Performance Comparison
Key characteristics
POMIX:
0.43
JMSIX:
3.48
POMIX:
0.73
JMSIX:
6.59
POMIX:
1.11
JMSIX:
1.96
POMIX:
0.43
JMSIX:
5.51
POMIX:
1.72
JMSIX:
22.93
POMIX:
4.89%
JMSIX:
0.39%
POMIX:
19.80%
JMSIX:
2.61%
POMIX:
-55.54%
JMSIX:
-18.40%
POMIX:
-10.60%
JMSIX:
-0.47%
Returns By Period
In the year-to-date period, POMIX achieves a -6.30% return, which is significantly lower than JMSIX's 1.88% return. Over the past 10 years, POMIX has outperformed JMSIX with an annualized return of 10.69%, while JMSIX has yielded a comparatively lower 3.81% annualized return.
POMIX
-6.30%
-3.05%
-5.29%
7.86%
14.51%
10.69%
JMSIX
1.88%
0.27%
3.08%
9.01%
5.11%
3.81%
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POMIX vs. JMSIX - Expense Ratio Comparison
POMIX has a 0.20% expense ratio, which is lower than JMSIX's 0.40% expense ratio.
Risk-Adjusted Performance
POMIX vs. JMSIX — Risk-Adjusted Performance Rank
POMIX
JMSIX
POMIX vs. JMSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Total Equity Market Index Fund (POMIX) 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.
Dividends
POMIX vs. JMSIX - Dividend Comparison
POMIX's dividend yield for the trailing twelve months is around 1.14%, less than JMSIX's 5.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | 1.14% | 1.07% | 1.20% | 1.46% | 1.02% | 1.17% | 1.52% | 1.77% | 1.43% | 1.62% | 1.78% | 1.41% |
JMSIX JPMorgan Income Fund | 5.98% | 5.78% | 5.31% | 4.80% | 4.04% | 4.84% | 5.07% | 5.42% | 5.42% | 5.47% | 5.72% | 0.92% |
Drawdowns
POMIX vs. JMSIX - Drawdown Comparison
The maximum POMIX drawdown since its inception was -55.54%, which is greater than JMSIX's maximum drawdown of -18.40%. Use the drawdown chart below to compare losses from any high point for POMIX and JMSIX. For additional features, visit the drawdowns tool.
Volatility
POMIX vs. JMSIX - Volatility Comparison
T. Rowe Price Total Equity Market Index Fund (POMIX) has a higher volatility of 14.38% compared to JPMorgan Income Fund (JMSIX) at 1.18%. This indicates that POMIX'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.