VFIDX vs. JMSIX
Compare and contrast key facts about Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and JPMorgan Income Fund (JMSIX).
VFIDX is managed by Vanguard. It was launched on Feb 12, 2001. JMSIX is managed by JPMorgan Chase. It was launched on Jun 1, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFIDX or JMSIX.
Correlation
The correlation between VFIDX and JMSIX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VFIDX vs. JMSIX - Performance Comparison
Key characteristics
VFIDX:
1.54
JMSIX:
3.48
VFIDX:
2.32
JMSIX:
6.59
VFIDX:
1.27
JMSIX:
1.96
VFIDX:
0.63
JMSIX:
5.51
VFIDX:
4.66
JMSIX:
22.93
VFIDX:
1.82%
JMSIX:
0.39%
VFIDX:
5.50%
JMSIX:
2.61%
VFIDX:
-22.52%
JMSIX:
-18.40%
VFIDX:
-5.66%
JMSIX:
-0.47%
Returns By Period
In the year-to-date period, VFIDX achieves a 2.41% return, which is significantly higher than JMSIX's 1.88% return. Over the past 10 years, VFIDX has underperformed JMSIX with an annualized return of 1.91%, while JMSIX has yielded a comparatively higher 3.81% annualized return.
VFIDX
2.41%
0.64%
1.97%
8.74%
0.29%
1.91%
JMSIX
1.88%
0.27%
3.08%
9.01%
5.11%
3.81%
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VFIDX vs. JMSIX - Expense Ratio Comparison
VFIDX has a 0.10% expense ratio, which is lower than JMSIX's 0.40% expense ratio.
Risk-Adjusted Performance
VFIDX vs. JMSIX — Risk-Adjusted Performance Rank
VFIDX
JMSIX
VFIDX vs. JMSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and JPMorgan Income Fund (JMSIX). 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
VFIDX vs. JMSIX - Dividend Comparison
VFIDX's dividend yield for the trailing twelve months is around 4.71%, less than JMSIX's 5.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.71% | 4.65% | 3.89% | 3.21% | 2.36% | 2.59% | 3.12% | 3.32% | 2.91% | 2.98% | 3.21% | 3.26% |
JMSIX JPMorgan Income Fund | 5.98% | 5.78% | 5.31% | 4.80% | 4.04% | 4.84% | 5.07% | 5.42% | 5.42% | 5.47% | 5.72% | 0.92% |
Drawdowns
VFIDX vs. JMSIX - Drawdown Comparison
The maximum VFIDX drawdown since its inception was -22.52%, which is greater than JMSIX's maximum drawdown of -18.40%. Use the drawdown chart below to compare losses from any high point for VFIDX and JMSIX. For additional features, visit the drawdowns tool.
Volatility
VFIDX vs. JMSIX - Volatility Comparison
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) has a higher volatility of 2.39% compared to JPMorgan Income Fund (JMSIX) at 1.18%. This indicates that VFIDX's price experiences larger fluctuations and is considered to be riskier than JMSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.