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 Chase. It was launched on Jul 2, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACSTX or OIEJX.
Performance
ACSTX vs. OIEJX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with ACSTX having a 21.24% return and OIEJX slightly lower at 20.78%. Both investments have delivered pretty close results over the past 10 years, with ACSTX having a 9.01% annualized return and OIEJX not far behind at 8.90%.
ACSTX
21.24%
4.57%
11.69%
28.87%
13.58%
9.01%
OIEJX
20.78%
3.40%
13.99%
26.66%
9.88%
8.90%
Key characteristics
| ACSTX | OIEJX | |
|---|---|---|
| Sharpe Ratio | 2.66 | 2.59 |
| Sortino Ratio | 3.77 | 3.66 |
| Omega Ratio | 1.49 | 1.47 |
| Calmar Ratio | 5.01 | 4.59 |
| Martin Ratio | 19.50 | 16.80 |
| Ulcer Index | 1.48% | 1.59% |
| Daily Std Dev | 10.87% | 10.30% |
| Max Drawdown | -61.03% | -36.88% |
| Current Drawdown | 0.00% | 0.00% |
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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.
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.
Risk-Adjusted Performance
ACSTX vs. OIEJX - Risk-Adjusted Performance 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.
Dividends
ACSTX vs. OIEJX - Dividend Comparison
ACSTX's dividend yield for the trailing twelve months is around 1.42%, less than OIEJX's 1.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACSTX Invesco Comstock Fund | 1.42% | 1.74% | 1.90% | 1.42% | 2.05% | 2.07% | 1.82% | 1.43% | 2.10% | 1.55% | 1.59% | 1.18% |
OIEJX JPMorgan Equity Income Fund R6 | 1.95% | 2.30% | 2.21% | 1.75% | 2.05% | 2.01% | 2.46% | 1.83% | 2.11% | 2.26% | 2.16% | 2.06% |
Drawdowns
ACSTX vs. OIEJX - Drawdown Comparison
The maximum ACSTX drawdown since its inception was -61.03%, 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. For additional features, visit the drawdowns tool.
Volatility
ACSTX vs. OIEJX - Volatility Comparison
Invesco Comstock Fund (ACSTX) has a higher volatility of 4.22% compared to JPMorgan Equity Income Fund R6 (OIEJX) at 3.95%. This indicates that ACSTX's price experiences larger fluctuations and is considered to be riskier than OIEJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.