VEMAX vs. JEMSX
Compare and contrast key facts about Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) and JPMorgan Emerging Markets Equity Fund Class I (JEMSX).
VEMAX is managed by Vanguard. It was launched on Jun 23, 2006. JEMSX is managed by JPMorgan Chase.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEMAX or JEMSX.
Correlation
The correlation between VEMAX and JEMSX is 0.96, 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
VEMAX vs. JEMSX - Performance Comparison
Key characteristics
VEMAX:
1.06
JEMSX:
0.29
VEMAX:
1.55
JEMSX:
0.50
VEMAX:
1.19
JEMSX:
1.06
VEMAX:
0.59
JEMSX:
0.10
VEMAX:
4.34
JEMSX:
1.12
VEMAX:
3.15%
JEMSX:
3.73%
VEMAX:
12.87%
JEMSX:
14.53%
VEMAX:
-66.45%
JEMSX:
-62.07%
VEMAX:
-10.30%
JEMSX:
-37.67%
Returns By Period
In the year-to-date period, VEMAX achieves a 11.23% return, which is significantly higher than JEMSX's 2.57% return. Over the past 10 years, VEMAX has outperformed JEMSX with an annualized return of 4.14%, while JEMSX has yielded a comparatively lower 3.65% annualized return.
VEMAX
11.23%
-0.32%
3.11%
13.18%
3.20%
4.14%
JEMSX
2.57%
-2.51%
-3.47%
5.69%
-0.93%
3.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VEMAX vs. JEMSX - Expense Ratio Comparison
VEMAX has a 0.14% expense ratio, which is lower than JEMSX's 0.99% expense ratio.
Risk-Adjusted Performance
VEMAX vs. JEMSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) and JPMorgan Emerging Markets Equity Fund Class I (JEMSX). 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
VEMAX vs. JEMSX - Dividend Comparison
VEMAX's dividend yield for the trailing twelve months is around 0.71%, while JEMSX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEMAX Vanguard Emerging Markets Stock Index Fund Admiral Shares | 0.71% | 3.46% | 4.05% | 2.57% | 1.87% | 3.19% | 2.85% | 2.30% | 2.51% | 3.25% | 2.86% | 2.76% |
JEMSX JPMorgan Emerging Markets Equity Fund Class I | 0.00% | 1.45% | 0.37% | 0.46% | 0.09% | 0.76% | 0.87% | 0.39% | 0.66% | 0.68% | 1.05% | 0.22% |
Drawdowns
VEMAX vs. JEMSX - Drawdown Comparison
The maximum VEMAX drawdown since its inception was -66.45%, which is greater than JEMSX's maximum drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for VEMAX and JEMSX. For additional features, visit the drawdowns tool.
Volatility
VEMAX vs. JEMSX - Volatility Comparison
The current volatility for Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX) is 3.09%, while JPMorgan Emerging Markets Equity Fund Class I (JEMSX) has a volatility of 3.94%. This indicates that VEMAX experiences smaller price fluctuations and is considered to be less risky than JEMSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.