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.
Key characteristics
| SMGIX | JMUEX | |
|---|---|---|
| YTD Return | 24.85% | 28.82% |
| 1Y Return | 35.21% | 38.05% |
| 3Y Return (Ann) | 10.60% | 5.37% |
| 5Y Return (Ann) | 16.44% | 11.35% |
| 10Y Return (Ann) | 13.04% | 6.84% |
| Sharpe Ratio | 3.02 | 3.12 |
| Sortino Ratio | 4.01 | 4.21 |
| Omega Ratio | 1.57 | 1.60 |
| Calmar Ratio | 4.22 | 2.47 |
| Martin Ratio | 19.17 | 22.08 |
| Ulcer Index | 1.95% | 1.82% |
| Daily Std Dev | 12.29% | 12.80% |
| Max Drawdown | -50.62% | -66.17% |
| Current Drawdown | 0.00% | -0.11% |
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
In the year-to-date period, SMGIX achieves a 24.85% return, which is significantly lower than JMUEX's 28.82% return. Over the past 10 years, SMGIX has outperformed JMUEX with an annualized return of 13.04%, while JMUEX has yielded a comparatively lower 6.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 0.47%, less than JMUEX's 0.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMGIX Columbia Contrarian Core Fund | 0.47% | 0.58% | 0.57% | 0.49% | 0.78% | 1.08% | 1.35% | 0.95% | 0.91% | 2.86% | 0.74% | 0.75% |
JMUEX JPMorgan U.S. Equity Fund | 0.65% | 0.96% | 1.16% | 0.68% | 0.83% | 0.99% | 1.29% | 0.99% | 1.11% | 1.12% | 1.26% | 1.03% |
Drawdowns
SMGIX vs. JMUEX - Drawdown Comparison
The maximum SMGIX drawdown since its inception was -50.62%, 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
The current volatility for Columbia Contrarian Core Fund (SMGIX) is 3.95%, while JPMorgan U.S. Equity Fund (JMUEX) has a volatility of 4.55%. This indicates that SMGIX experiences smaller price fluctuations and is considered to be less risky than JMUEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.