VPMAX vs. JSASX
Compare and contrast key facts about Vanguard PRIMECAP Fund Admiral Shares (VPMAX) and JPMorgan SmartRetirement 2045 Fund (JSASX).
VPMAX is managed by Vanguard. It was launched on Nov 12, 2001. JSASX is managed by JPMorgan. It was launched on Jul 30, 2007.
Performance
VPMAX vs. JSASX - Performance Comparison
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VPMAX vs. JSASX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VPMAX Vanguard PRIMECAP Fund Admiral Shares | -5.86% | 54.11% | 13.30% | 28.25% | -15.16% | 21.72% | 17.23% | 27.88% | -1.93% | 28.28% |
JSASX JPMorgan SmartRetirement 2045 Fund | -4.41% | 17.32% | 11.75% | 22.08% | -18.47% | 17.52% | 15.40% | 36.27% | -9.85% | 21.88% |
Returns By Period
In the year-to-date period, VPMAX achieves a -5.86% return, which is significantly lower than JSASX's -4.41% return. Over the past 10 years, VPMAX has outperformed JSASX with an annualized return of 16.53%, while JSASX has yielded a comparatively lower 10.50% annualized return.
VPMAX
- 1D
- -1.19%
- 1M
- -10.43%
- YTD
- -5.86%
- 6M
- 22.85%
- 1Y
- 46.58%
- 3Y*
- 25.38%
- 5Y*
- 14.62%
- 10Y*
- 16.53%
JSASX
- 1D
- -0.13%
- 1M
- -8.15%
- YTD
- -4.41%
- 6M
- -2.36%
- 1Y
- 12.62%
- 3Y*
- 12.86%
- 5Y*
- 6.81%
- 10Y*
- 10.50%
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VPMAX vs. JSASX - Expense Ratio Comparison
VPMAX has a 0.31% expense ratio, which is higher than JSASX's 0.25% expense ratio.
Return for Risk
VPMAX vs. JSASX — Risk / Return Rank
VPMAX
JSASX
VPMAX vs. JSASX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Fund Admiral Shares (VPMAX) and JPMorgan SmartRetirement 2045 Fund (JSASX). 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.
| VPMAX | JSASX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 0.86 | +0.78 |
Sortino ratioReturn per unit of downside risk | 3.07 | 1.30 | +1.78 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.19 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 1.05 | +2.16 |
Martin ratioReturn relative to average drawdown | 14.01 | 4.81 | +9.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VPMAX | JSASX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.86 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.47 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.67 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.44 | +0.17 |
Correlation
The correlation between VPMAX and JSASX 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.
Dividends
VPMAX vs. JSASX - Dividend Comparison
VPMAX's dividend yield for the trailing twelve months is around 33.83%, more than JSASX's 5.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 33.83% | 31.85% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 4.52% | 5.13% | 5.99% |
JSASX JPMorgan SmartRetirement 2045 Fund | 5.54% | 5.29% | 4.39% | 1.66% | 11.21% | 16.58% | 4.42% | 18.55% | 5.43% | 3.88% | 2.93% | 3.14% |
Drawdowns
VPMAX vs. JSASX - Drawdown Comparison
The maximum VPMAX drawdown since its inception was -48.32%, roughly equal to the maximum JSASX drawdown of -50.36%. Use the drawdown chart below to compare losses from any high point for VPMAX and JSASX.
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Drawdown Indicators
| VPMAX | JSASX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.32% | -50.36% | +2.04% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -10.64% | -3.11% |
Max Drawdown (5Y)Largest decline over 5 years | -25.21% | -25.70% | +0.49% |
Max Drawdown (10Y)Largest decline over 10 years | -32.65% | -33.26% | +0.61% |
Current DrawdownCurrent decline from peak | -11.72% | -8.65% | -3.07% |
Average DrawdownAverage peak-to-trough decline | -6.61% | -7.25% | +0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.15% | 2.32% | +0.83% |
Volatility
VPMAX vs. JSASX - Volatility Comparison
Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a higher volatility of 5.57% compared to JPMorgan SmartRetirement 2045 Fund (JSASX) at 4.62%. This indicates that VPMAX's price experiences larger fluctuations and is considered to be riskier than JSASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VPMAX | JSASX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 4.62% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 21.87% | 8.08% | +13.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.87% | 14.77% | +14.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 14.42% | +5.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 15.80% | +4.29% |