PSOPX vs. SWPPX
Compare and contrast key facts about JPMorgan Small Cap Value Fund (PSOPX) and Schwab S&P 500 Index Fund (SWPPX).
PSOPX is managed by JPMorgan Chase. It was launched on Jan 27, 1995. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSOPX or SWPPX.
Correlation
The correlation between PSOPX and SWPPX is 0.81, 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
PSOPX vs. SWPPX - Performance Comparison
Key characteristics
PSOPX:
0.23
SWPPX:
1.87
PSOPX:
0.47
SWPPX:
2.52
PSOPX:
1.06
SWPPX:
1.34
PSOPX:
0.17
SWPPX:
2.82
PSOPX:
0.77
SWPPX:
11.68
PSOPX:
6.13%
SWPPX:
2.04%
PSOPX:
20.52%
SWPPX:
12.76%
PSOPX:
-68.93%
SWPPX:
-55.06%
PSOPX:
-21.88%
SWPPX:
-0.41%
Returns By Period
In the year-to-date period, PSOPX achieves a 1.82% return, which is significantly lower than SWPPX's 4.20% return. Over the past 10 years, PSOPX has underperformed SWPPX with an annualized return of 0.89%, while SWPPX has yielded a comparatively higher 13.00% annualized return.
PSOPX
1.82%
-2.31%
-1.45%
5.84%
3.28%
0.89%
SWPPX
4.20%
1.25%
10.53%
24.42%
14.68%
13.00%
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PSOPX vs. SWPPX - Expense Ratio Comparison
PSOPX has a 0.94% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
PSOPX vs. SWPPX — Risk-Adjusted Performance Rank
PSOPX
SWPPX
PSOPX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Value Fund (PSOPX) and Schwab S&P 500 Index Fund (SWPPX). 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
PSOPX vs. SWPPX - Dividend Comparison
PSOPX's dividend yield for the trailing twelve months is around 0.94%, less than SWPPX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSOPX JPMorgan Small Cap Value Fund | 0.94% | 0.96% | 1.46% | 1.10% | 0.50% | 0.74% | 1.17% | 1.12% | 0.70% | 0.67% | 1.11% | 0.64% |
SWPPX Schwab S&P 500 Index Fund | 1.18% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
PSOPX vs. SWPPX - Drawdown Comparison
The maximum PSOPX drawdown since its inception was -68.93%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for PSOPX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
PSOPX vs. SWPPX - Volatility Comparison
JPMorgan Small Cap Value Fund (PSOPX) has a higher volatility of 3.72% compared to Schwab S&P 500 Index Fund (SWPPX) at 3.01%. This indicates that PSOPX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.