VHIAX vs. JUEMX

In the year-to-date period, VHIAX achieves a -2.57% return, which is significantly lower than JUEMX's -1.04% return. Over the past 10 years, VHIAX has outperformed JUEMX with an annualized return of 8.98%, while JUEMX has yielded a comparatively lower 6.20% annualized return.

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VHIAX has a 1.04% expense ratio, which is higher than JUEMX's 0.44% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (VHIAX) and JPMorgan U.S. Equity Fund R6 (JUEMX). 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.

The current VHIAX Sharpe Ratio is 0.25, which is comparable to the JUEMX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of VHIAX and JUEMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VHIAX has not paid dividends to shareholders, while JUEMX's dividend yield for the trailing twelve months is around 6.47%.

The maximum VHIAX drawdown since its inception was -53.94%, which is greater than JUEMX's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for VHIAX and JUEMX. For additional features, visit the drawdowns tool.

JPMorgan Growth Advantage Fund (VHIAX) has a higher volatility of 7.53% compared to JPMorgan U.S. Equity Fund R6 (JUEMX) at 6.58%. This indicates that VHIAX's price experiences larger fluctuations and is considered to be riskier than JUEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.