VHIAX vs. JUEMX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (VHIAX) and JPMorgan U.S. Equity Fund R6 (JUEMX).
VHIAX is managed by JPMorgan Chase. It was launched on Oct 29, 1999. JUEMX is managed by JPMorgan Chase. It was launched on Sep 17, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHIAX or JUEMX.
Key characteristics
| VHIAX | JUEMX | |
|---|---|---|
| YTD Return | 32.25% | 28.96% |
| 1Y Return | 42.48% | 38.21% |
| 3Y Return (Ann) | 2.75% | 5.50% |
| 5Y Return (Ann) | 12.36% | 11.50% |
| 10Y Return (Ann) | 10.66% | 6.98% |
| Sharpe Ratio | 2.60 | 3.15 |
| Sortino Ratio | 3.37 | 4.25 |
| Omega Ratio | 1.47 | 1.60 |
| Calmar Ratio | 1.84 | 2.52 |
| Martin Ratio | 13.52 | 22.14 |
| Ulcer Index | 3.34% | 1.82% |
| Daily Std Dev | 17.32% | 12.77% |
| Max Drawdown | -53.94% | -34.95% |
| Current Drawdown | 0.00% | -0.07% |
Correlation
The correlation between VHIAX and JUEMX is 0.93, 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
VHIAX vs. JUEMX - Performance Comparison
In the year-to-date period, VHIAX achieves a 32.25% return, which is significantly higher than JUEMX's 28.96% return. Over the past 10 years, VHIAX has outperformed JUEMX with an annualized return of 10.66%, while JUEMX has yielded a comparatively lower 6.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VHIAX vs. JUEMX - Expense Ratio Comparison
VHIAX has a 1.04% expense ratio, which is higher than JUEMX's 0.44% expense ratio.
Risk-Adjusted Performance
VHIAX vs. JUEMX - Risk-Adjusted Performance Comparison
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.
Dividends
VHIAX vs. JUEMX - Dividend Comparison
VHIAX has not paid dividends to shareholders, while JUEMX's dividend yield for the trailing twelve months is around 0.74%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JUEMX JPMorgan U.S. Equity Fund R6 | 0.74% | 1.06% | 1.28% | 0.79% | 0.92% | 1.10% | 1.41% | 1.11% | 1.22% | 1.24% | 1.36% | 1.09% |
Drawdowns
VHIAX vs. JUEMX - Drawdown Comparison
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.
Volatility
VHIAX vs. JUEMX - Volatility Comparison
JPMorgan Growth Advantage Fund (VHIAX) has a higher volatility of 5.16% compared to JPMorgan U.S. Equity Fund R6 (JUEMX) at 4.52%. 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.