SMGIX vs. JMUEX
Compare and contrast key facts about Columbia Contrarian Core Fund (SMGIX) and JPMorgan U.S. Equity Fund (JMUEX).
SMGIX is managed by Columbia Threadneedle. It was launched on Dec 14, 1992. JMUEX is managed by JPMorgan Chase. It was launched on Sep 17, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMGIX or JMUEX.
Correlation
The correlation between SMGIX and JMUEX is 0.95, 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
SMGIX vs. JMUEX - Performance Comparison
Key characteristics
SMGIX:
-0.64
JMUEX:
-0.49
SMGIX:
-0.69
JMUEX:
-0.51
SMGIX:
0.89
JMUEX:
0.92
SMGIX:
-0.49
JMUEX:
-0.38
SMGIX:
-1.76
JMUEX:
-1.44
SMGIX:
6.59%
JMUEX:
5.97%
SMGIX:
18.14%
JMUEX:
17.70%
SMGIX:
-57.95%
JMUEX:
-66.17%
SMGIX:
-23.93%
JMUEX:
-22.61%
Returns By Period
The year-to-date returns for both stocks are quite close, with SMGIX having a -14.31% return and JMUEX slightly lower at -14.49%. Over the past 10 years, SMGIX has underperformed JMUEX with an annualized return of 4.24%, while JMUEX has yielded a comparatively higher 4.72% annualized return.
SMGIX
-14.31%
-14.19%
-19.17%
-10.47%
7.91%
4.24%
JMUEX
-14.49%
-13.16%
-17.82%
-7.53%
11.66%
4.72%
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SMGIX vs. JMUEX - Expense Ratio Comparison
SMGIX has a 0.75% expense ratio, which is higher than JMUEX's 0.57% expense ratio.
Risk-Adjusted Performance
SMGIX vs. JMUEX — Risk-Adjusted Performance Rank
SMGIX
JMUEX
SMGIX vs. JMUEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Contrarian Core Fund (SMGIX) and JPMorgan U.S. Equity Fund (JMUEX). 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
SMGIX vs. JMUEX - Dividend Comparison
SMGIX's dividend yield for the trailing twelve months is around 0.69%, less than JMUEX's 0.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMGIX Columbia Contrarian Core Fund | 0.69% | 0.60% | 0.58% | 0.57% | 0.49% | 0.78% | 1.08% | 1.35% | 0.95% | 0.91% | 2.86% | 0.74% |
JMUEX JPMorgan U.S. Equity Fund | 0.75% | 0.67% | 0.96% | 1.16% | 0.68% | 0.83% | 0.99% | 1.29% | 0.99% | 1.11% | 1.12% | 1.26% |
Drawdowns
SMGIX vs. JMUEX - Drawdown Comparison
The maximum SMGIX drawdown since its inception was -57.95%, smaller than the maximum JMUEX drawdown of -66.17%. Use the drawdown chart below to compare losses from any high point for SMGIX and JMUEX. For additional features, visit the drawdowns tool.
Volatility
SMGIX vs. JMUEX - Volatility Comparison
Columbia Contrarian Core Fund (SMGIX) and JPMorgan U.S. Equity Fund (JMUEX) have volatilities of 9.59% and 9.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.