Correlation
The correlation between CAPAX and JNBSX is 0.83, 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.
CAPAX vs. JNBSX
Compare and contrast key facts about Federated Hermes Capital Income Fund (CAPAX) and JPMorgan Income Builder Fund (JNBSX).
CAPAX is managed by Federated. It was launched on May 26, 1988. JNBSX is managed by JPMorgan Chase. It was launched on May 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAPAX or JNBSX.
Performance
CAPAX vs. JNBSX - Performance Comparison
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Key characteristics
CAPAX:
0.92
JNBSX:
1.13
CAPAX:
1.15
JNBSX:
1.36
CAPAX:
1.17
JNBSX:
1.19
CAPAX:
0.77
JNBSX:
1.07
CAPAX:
3.14
JNBSX:
4.67
CAPAX:
2.10%
JNBSX:
1.69%
CAPAX:
8.26%
JNBSX:
8.08%
CAPAX:
-59.16%
JNBSX:
-33.52%
CAPAX:
-2.06%
JNBSX:
-0.60%
Returns By Period
In the year-to-date period, CAPAX achieves a 0.45% return, which is significantly lower than JNBSX's 3.32% return. Over the past 10 years, CAPAX has underperformed JNBSX with an annualized return of 4.26%, while JNBSX has yielded a comparatively higher 4.57% annualized return.
CAPAX
0.45%
1.88%
-1.12%
7.50%
4.83%
6.20%
4.26%
JNBSX
3.32%
1.53%
1.21%
8.98%
4.65%
5.85%
4.57%
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CAPAX vs. JNBSX - Expense Ratio Comparison
CAPAX has a 0.88% expense ratio, which is higher than JNBSX's 0.60% expense ratio.
Risk-Adjusted Performance
CAPAX vs. JNBSX — Risk-Adjusted Performance Rank
CAPAX
JNBSX
CAPAX vs. JNBSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Capital Income Fund (CAPAX) and JPMorgan Income Builder Fund (JNBSX). 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.
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Dividends
CAPAX vs. JNBSX - Dividend Comparison
CAPAX's dividend yield for the trailing twelve months is around 3.03%, less than JNBSX's 5.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAPAX Federated Hermes Capital Income Fund | 3.03% | 3.23% | 3.37% | 3.69% | 3.31% | 3.45% | 3.64% | 4.43% | 3.91% | 4.23% | 5.54% | 6.10% |
JNBSX JPMorgan Income Builder Fund | 5.34% | 5.90% | 5.08% | 4.60% | 8.53% | 3.50% | 4.17% | 4.56% | 3.90% | 4.40% | 4.20% | 5.08% |
Drawdowns
CAPAX vs. JNBSX - Drawdown Comparison
The maximum CAPAX drawdown since its inception was -59.16%, which is greater than JNBSX's maximum drawdown of -33.52%. Use the drawdown chart below to compare losses from any high point for CAPAX and JNBSX.
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Volatility
CAPAX vs. JNBSX - Volatility Comparison
Federated Hermes Capital Income Fund (CAPAX) has a higher volatility of 2.14% compared to JPMorgan Income Builder Fund (JNBSX) at 1.73%. This indicates that CAPAX's price experiences larger fluctuations and is considered to be riskier than JNBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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