VEUAX vs. VTSAX
Compare and contrast key facts about JPMorgan Europe Dynamic Fund (VEUAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
VEUAX is managed by JPMorgan Chase. It was launched on Nov 1, 1995. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEUAX or VTSAX.
Correlation
The correlation between VEUAX and VTSAX is 0.70, 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
VEUAX vs. VTSAX - Performance Comparison
Key characteristics
VEUAX:
1.25
VTSAX:
1.90
VEUAX:
1.75
VTSAX:
2.56
VEUAX:
1.21
VTSAX:
1.35
VEUAX:
1.28
VTSAX:
2.89
VEUAX:
3.37
VTSAX:
11.42
VEUAX:
4.87%
VTSAX:
2.17%
VEUAX:
13.12%
VTSAX:
13.02%
VEUAX:
-65.19%
VTSAX:
-55.34%
VEUAX:
-1.36%
VTSAX:
-0.08%
Returns By Period
In the year-to-date period, VEUAX achieves a 10.69% return, which is significantly higher than VTSAX's 4.20% return. Over the past 10 years, VEUAX has underperformed VTSAX with an annualized return of 4.97%, while VTSAX has yielded a comparatively higher 12.65% annualized return.
VEUAX
10.69%
9.21%
2.29%
13.32%
7.52%
4.97%
VTSAX
4.20%
1.91%
10.15%
23.12%
13.65%
12.65%
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VEUAX vs. VTSAX - Expense Ratio Comparison
VEUAX has a 1.25% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
VEUAX vs. VTSAX — Risk-Adjusted Performance Rank
VEUAX
VTSAX
VEUAX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Europe Dynamic Fund (VEUAX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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
VEUAX vs. VTSAX - Dividend Comparison
VEUAX's dividend yield for the trailing twelve months is around 3.44%, more than VTSAX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEUAX JPMorgan Europe Dynamic Fund | 3.44% | 3.81% | 3.02% | 0.77% | 2.03% | 1.01% | 2.82% | 2.60% | 1.38% | 1.93% | 1.25% | 3.46% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.21% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
VEUAX vs. VTSAX - Drawdown Comparison
The maximum VEUAX drawdown since its inception was -65.19%, which is greater than VTSAX's maximum drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for VEUAX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
VEUAX vs. VTSAX - Volatility Comparison
JPMorgan Europe Dynamic Fund (VEUAX) has a higher volatility of 3.43% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 3.18%. This indicates that VEUAX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.