ACSTX vs. OIEJX
Compare and contrast key facts about Invesco Comstock Fund (ACSTX) and JPMorgan Equity Income Fund R6 (OIEJX).
ACSTX is managed by Invesco. It was launched on Oct 7, 1968. OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987.
Performance
ACSTX vs. OIEJX - Performance Comparison
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ACSTX vs. OIEJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACSTX Invesco Comstock Fund | 0.00% | 17.22% | 15.00% | 12.37% | 0.74% | 33.33% | -0.78% | 24.35% | -12.34% | 17.75% |
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
Both investments have delivered pretty close results over the past 10 years, with ACSTX having a 11.92% annualized return and OIEJX not far behind at 11.66%.
ACSTX
- 1D
- 2.27%
- 1M
- -4.74%
- YTD
- 0.00%
- 6M
- 4.23%
- 1Y
- 14.20%
- 3Y*
- 14.89%
- 5Y*
- 11.50%
- 10Y*
- 11.92%
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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ACSTX vs. OIEJX - Expense Ratio Comparison
ACSTX has a 0.80% expense ratio, which is higher than OIEJX's 0.45% expense ratio.
Return for Risk
ACSTX vs. OIEJX — Risk / Return Rank
ACSTX
OIEJX
ACSTX vs. OIEJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Comstock Fund (ACSTX) 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.
| ACSTX | OIEJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.90 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.31 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.33 | -0.23 |
Martin ratioReturn relative to average drawdown | 4.45 | 5.68 | -1.23 |
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
| ACSTX | OIEJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.90 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.74 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.70 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.76 | -0.26 |
Correlation
The correlation between ACSTX and OIEJX 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
ACSTX vs. OIEJX - Dividend Comparison
ACSTX's dividend yield for the trailing twelve months is around 8.84%, less than OIEJX's 10.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACSTX Invesco Comstock Fund | 8.84% | 8.79% | 10.17% | 8.44% | 13.00% | 8.66% | 2.05% | 6.66% | 10.03% | 3.60% | 6.98% | 1.10% |
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
ACSTX vs. OIEJX - Drawdown Comparison
The maximum ACSTX drawdown since its inception was -58.61%, which is greater than OIEJX's maximum drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for ACSTX and OIEJX.
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Drawdown Indicators
| ACSTX | OIEJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.61% | -36.88% | -21.73% |
Max Drawdown (1Y)Largest decline over 1 year | -12.22% | -11.34% | -0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -17.25% | -14.74% | -2.51% |
Max Drawdown (10Y)Largest decline over 10 years | -44.80% | -36.88% | -7.92% |
Current DrawdownCurrent decline from peak | -5.93% | -5.30% | -0.63% |
Average DrawdownAverage peak-to-trough decline | -9.37% | -3.03% | -6.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.65% | +0.36% |
Volatility
ACSTX vs. OIEJX - Volatility Comparison
Invesco Comstock Fund (ACSTX) and JPMorgan Equity Income Fund R6 (OIEJX) have volatilities of 4.23% and 4.07%, 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.
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Volatility by Period
| ACSTX | OIEJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 4.07% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 8.44% | 7.87% | +0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.11% | 15.26% | +0.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.49% | 14.30% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 16.77% | +2.73% |