VLCAX vs. JMUEX

In the year-to-date period, VLCAX achieves a -3.19% return, which is significantly higher than JMUEX's -4.32% return. Over the past 10 years, VLCAX has outperformed JMUEX with an annualized return of 12.36%, while JMUEX has yielded a comparatively lower 5.84% annualized return.

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VLCAX has a 0.05% expense ratio, which is lower than JMUEX's 0.57% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) and JPMorgan U.S. Equity Fund (JMUEX). 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 VLCAX Sharpe Ratio is 0.54, which is higher than the JMUEX Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of VLCAX and JMUEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VLCAX's dividend yield for the trailing twelve months is around 1.30%, more than JMUEX's 0.67% yield.

The maximum VLCAX drawdown since its inception was -54.76%, smaller than the maximum JMUEX drawdown of -66.17%. Use the drawdown chart below to compare losses from any high point for VLCAX and JMUEX. For additional features, visit the drawdowns tool.

Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) and JPMorgan U.S. Equity Fund (JMUEX) have volatilities of 6.89% and 6.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.