AADTX vs. OIEJX
Compare and contrast key facts about American Funds 2025 Target Date Retirement Fund (AADTX) and JPMorgan Equity Income Fund R6 (OIEJX).
AADTX is managed by American Funds. It was launched on Jan 31, 2007. OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987.
Performance
AADTX vs. OIEJX - Performance Comparison
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AADTX vs. OIEJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AADTX American Funds 2025 Target Date Retirement Fund | -0.68% | 14.20% | 8.97% | 11.57% | -13.04% | 11.12% | 13.33% | 17.35% | -3.74% | 14.95% |
OIEJX JPMorgan Equity Income Fund R6 | 1.64% | 14.95% | 19.97% | 5.05% | -1.63% | 25.41% | 3.87% | 26.61% | -4.23% | 17.85% |
Returns By Period
In the year-to-date period, AADTX achieves a -0.68% return, which is significantly lower than OIEJX's 1.64% return. Over the past 10 years, AADTX has underperformed OIEJX with an annualized return of 7.49%, while OIEJX has yielded a comparatively higher 11.66% annualized return.
AADTX
- 1D
- 1.27%
- 1M
- -3.57%
- YTD
- -0.68%
- 6M
- 1.04%
- 1Y
- 10.92%
- 3Y*
- 9.98%
- 5Y*
- 5.26%
- 10Y*
- 7.49%
OIEJX
- 1D
- 1.91%
- 1M
- -4.62%
- YTD
- 1.64%
- 6M
- 4.35%
- 1Y
- 13.78%
- 3Y*
- 14.62%
- 5Y*
- 10.50%
- 10Y*
- 11.66%
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AADTX vs. OIEJX - Expense Ratio Comparison
AADTX has a 0.34% expense ratio, which is lower than OIEJX's 0.45% expense ratio.
Return for Risk
AADTX vs. OIEJX — Risk / Return Rank
AADTX
OIEJX
AADTX vs. OIEJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2025 Target Date Retirement Fund (AADTX) and JPMorgan Equity Income Fund R6 (OIEJX). 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.
| AADTX | OIEJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 0.90 | +0.62 |
Sortino ratioReturn per unit of downside risk | 2.17 | 1.31 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.20 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.33 | +0.79 |
Martin ratioReturn relative to average drawdown | 8.72 | 5.68 | +3.04 |
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
| AADTX | OIEJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 0.90 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.74 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.70 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.76 | -0.28 |
Correlation
The correlation between AADTX and OIEJX is 0.85, 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
AADTX vs. OIEJX - Dividend Comparison
AADTX's dividend yield for the trailing twelve months is around 7.43%, less than OIEJX's 10.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADTX American Funds 2025 Target Date Retirement Fund | 7.43% | 7.38% | 5.18% | 3.05% | 3.96% | 6.24% | 3.58% | 3.68% | 4.06% | 2.38% | 3.12% | 5.82% |
OIEJX JPMorgan Equity Income Fund R6 | 10.94% | 11.06% | 14.67% | 3.01% | 3.93% | 3.57% | 2.04% | 3.01% | 5.37% | 2.70% | 2.71% | 3.03% |
Drawdowns
AADTX vs. OIEJX - Drawdown Comparison
The maximum AADTX drawdown since its inception was -48.80%, which is greater than OIEJX's maximum drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for AADTX and OIEJX.
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Drawdown Indicators
| AADTX | OIEJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.80% | -36.88% | -11.92% |
Max Drawdown (1Y)Largest decline over 1 year | -5.43% | -11.34% | +5.91% |
Max Drawdown (5Y)Largest decline over 5 years | -19.02% | -14.74% | -4.28% |
Max Drawdown (10Y)Largest decline over 10 years | -19.24% | -36.88% | +17.64% |
Current DrawdownCurrent decline from peak | -3.92% | -5.30% | +1.38% |
Average DrawdownAverage peak-to-trough decline | -6.20% | -3.03% | -3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.32% | 2.65% | -1.33% |
Volatility
AADTX vs. OIEJX - Volatility Comparison
The current volatility for American Funds 2025 Target Date Retirement Fund (AADTX) is 2.97%, while JPMorgan Equity Income Fund R6 (OIEJX) has a volatility of 4.07%. This indicates that AADTX experiences smaller price fluctuations and is considered to be less risky than OIEJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AADTX | OIEJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | 4.07% | -1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 4.62% | 7.87% | -3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.44% | 15.26% | -7.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 14.30% | -6.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.93% | 16.77% | -7.84% |