JPIVX
ActiveMin. $1MJPIVX
Expense Ratio
0.49%
Annual Cost per $10K
$49.00
30-Year Fee Drag per $10K
$9,792
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+11.94%
Asset Allocation
No allocation data available
Fee Comparison
JPIVX
0.49%Index benchmark
0.03%Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of June 2025 · Updated quarterly
+43.84%3Y
Compare to
Fee Impact Calculator
$
%
JPIVX at 0.49%$331,651
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$48,962
Cost vs index fund−$45,773
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