Home › Compare › JDVAX vs SCHD
JDVAX yields 14.74% · SCHD yields 3.46%● Live data
📍 JDVAX pulled ahead of the other in Year 1
Combined, JDVAX + SCHD cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of JDVAX + SCHD for your $10,000?
The investment seeks to provide a high total return from a diversified portfolio of equity and fixed income investments. Drawing on a variety of analytical tools, the fund's adviser typically seeks to invest the fund's assets among various types of asset classes based on the following allocation: 35%–80% equity securities; 15%–65% fixed income securities; 0%–10% convertible securities. The fund invests in separate underlying strategies by investing directly in individual securities and/or in other J.P. Morgan Funds, across asset classes.
Full JDVAX Calculator →The fund’s goal is to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100 Index.
Full SCHD Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.