VHYAX vs. JEPIX
Compare and contrast key facts about Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX) and JPMorgan Equity Premium Income Fund Class I (JEPIX).
VHYAX is managed by Vanguard. It was launched on Feb 7, 2019. JEPIX is managed by JPMorgan Chase. It was launched on Aug 31, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHYAX or JEPIX.
Correlation
The correlation between VHYAX and JEPIX is 0.78, 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
VHYAX vs. JEPIX - Performance Comparison
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Key characteristics
VHYAX:
0.58
JEPIX:
0.36
VHYAX:
0.94
JEPIX:
0.58
VHYAX:
1.13
JEPIX:
1.09
VHYAX:
0.67
JEPIX:
0.37
VHYAX:
2.60
JEPIX:
1.55
VHYAX:
3.70%
JEPIX:
3.13%
VHYAX:
16.04%
JEPIX:
14.14%
VHYAX:
-35.14%
JEPIX:
-32.63%
VHYAX:
-4.88%
JEPIX:
-4.88%
Returns By Period
In the year-to-date period, VHYAX achieves a 0.68% return, which is significantly higher than JEPIX's -1.08% return.
VHYAX
0.68%
4.37%
-1.79%
9.21%
14.78%
N/A
JEPIX
-1.08%
2.70%
-3.54%
5.14%
11.50%
N/A
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VHYAX vs. JEPIX - Expense Ratio Comparison
VHYAX has a 0.08% expense ratio, which is lower than JEPIX's 0.63% expense ratio.
Risk-Adjusted Performance
VHYAX vs. JEPIX — Risk-Adjusted Performance Rank
VHYAX
JEPIX
VHYAX vs. JEPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX) and JPMorgan Equity Premium Income Fund Class I (JEPIX). 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.
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Dividends
VHYAX vs. JEPIX - Dividend Comparison
VHYAX's dividend yield for the trailing twelve months is around 2.87%, less than JEPIX's 8.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
VHYAX Vanguard High Dividend Yield Index Fund Admiral Shares | 2.87% | 2.72% | 3.10% | 2.98% | 2.74% | 3.16% | 3.00% |
JEPIX JPMorgan Equity Premium Income Fund Class I | 8.00% | 7.20% | 8.43% | 12.24% | 7.58% | 11.59% | 7.71% |
Drawdowns
VHYAX vs. JEPIX - Drawdown Comparison
The maximum VHYAX drawdown since its inception was -35.14%, which is greater than JEPIX's maximum drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for VHYAX and JEPIX. For additional features, visit the drawdowns tool.
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Volatility
VHYAX vs. JEPIX - Volatility Comparison
Vanguard High Dividend Yield Index Fund Admiral Shares (VHYAX) has a higher volatility of 4.58% compared to JPMorgan Equity Premium Income Fund Class I (JEPIX) at 4.30%. This indicates that VHYAX's price experiences larger fluctuations and is considered to be riskier than JEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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