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. It was launched on Jun 1, 2014.
Performance
VFIDX vs. JMSIX - Performance Comparison
Loading graphics...
VFIDX vs. JMSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | -1.43% | 9.67% | 3.29% | 8.63% | -13.77% | -1.51% | 10.44% | 10.50% | -0.44% | 4.28% |
JMSIX JPMorgan Income Fund | -0.29% | 7.68% | 7.78% | 6.14% | -8.24% | 3.59% | 3.07% | 11.82% | 1.03% | 6.00% |
Returns By Period
In the year-to-date period, VFIDX achieves a -1.43% return, which is significantly lower than JMSIX's -0.29% return. Over the past 10 years, VFIDX has underperformed JMSIX with an annualized return of 2.74%, while JMSIX has yielded a comparatively higher 3.93% annualized return.
VFIDX
- 1D
- 0.46%
- 1M
- -2.89%
- YTD
- -1.43%
- 6M
- -0.20%
- 1Y
- 5.19%
- 3Y*
- 5.32%
- 5Y*
- 1.39%
- 10Y*
- 2.74%
JMSIX
- 1D
- 0.24%
- 1M
- -1.39%
- YTD
- -0.29%
- 6M
- 1.33%
- 1Y
- 5.02%
- 3Y*
- 6.36%
- 5Y*
- 2.78%
- 10Y*
- 3.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VFIDX vs. JMSIX - Expense Ratio Comparison
VFIDX has a 0.10% expense ratio, which is lower than JMSIX's 0.40% expense ratio.
Return for Risk
VFIDX vs. JMSIX — Risk / Return Rank
VFIDX
JMSIX
VFIDX vs. JMSIX - Risk-Adjusted Trends 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.
| VFIDX | JMSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 2.15 | -0.93 |
Sortino ratioReturn per unit of downside risk | 1.77 | 3.84 | -2.07 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.54 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 3.47 | -1.60 |
Martin ratioReturn relative to average drawdown | 6.78 | 13.30 | -6.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VFIDX | JMSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 2.15 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.76 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 1.02 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.76 | +0.11 |
Correlation
The correlation between VFIDX and JMSIX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VFIDX vs. JMSIX - Dividend Comparison
VFIDX's dividend yield for the trailing twelve months is around 4.66%, less than JMSIX's 5.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.66% | 4.91% | 4.65% | 3.90% | 3.20% | 3.61% | 5.80% | 3.13% | 3.32% | 3.06% | 3.94% | 3.64% |
JMSIX JPMorgan Income Fund | 5.53% | 5.95% | 5.78% | 4.43% | 4.78% | 4.00% | 4.95% | 5.10% | 5.43% | 5.42% | 0.46% | 0.00% |
Drawdowns
VFIDX vs. JMSIX - Drawdown Comparison
The maximum VFIDX drawdown since its inception was -20.14%, 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.
Loading graphics...
Drawdown Indicators
| VFIDX | JMSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.14% | -18.40% | -1.74% |
Max Drawdown (1Y)Largest decline over 1 year | -3.34% | -1.64% | -1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -20.14% | -11.39% | -8.75% |
Max Drawdown (10Y)Largest decline over 10 years | -20.14% | -18.40% | -1.74% |
Current DrawdownCurrent decline from peak | -2.89% | -1.39% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -2.61% | -2.60% | -0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.43% | +0.49% |
Volatility
VFIDX vs. JMSIX - Volatility Comparison
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) has a higher volatility of 1.70% compared to JPMorgan Income Fund (JMSIX) at 0.77%. 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.
Loading graphics...
Volatility by Period
| VFIDX | JMSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.70% | 0.77% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 2.67% | 1.67% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.70% | 2.59% | +2.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.35% | 3.70% | +2.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.17% | 3.85% | +1.32% |