CBFSX vs. JEPAX
Compare and contrast key facts about JPMorgan Corporate Bond Fund (CBFSX) and JPMorgan Equity Premium Income Fund Class A (JEPAX).
CBFSX is managed by JPMorgan. It was launched on Mar 1, 2013. JEPAX is managed by JPMorgan. It was launched on Aug 31, 2018.
Performance
CBFSX vs. JEPAX - Performance Comparison
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CBFSX vs. JEPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CBFSX JPMorgan Corporate Bond Fund | -1.27% | 7.45% | 2.71% | 9.20% | -16.06% | -0.77% | 10.23% | 8.93% |
JEPAX JPMorgan Equity Premium Income Fund Class A | -2.40% | 7.55% | 12.07% | 9.42% | -4.05% | 19.13% | 5.75% | 7.45% |
Returns By Period
In the year-to-date period, CBFSX achieves a -1.27% return, which is significantly higher than JEPAX's -2.40% return.
CBFSX
- 1D
- 0.48%
- 1M
- -3.03%
- YTD
- -1.27%
- 6M
- -0.51%
- 1Y
- 4.00%
- 3Y*
- 4.55%
- 5Y*
- 0.78%
- 10Y*
- 2.93%
JEPAX
- 1D
- 0.07%
- 1M
- -7.35%
- YTD
- -2.40%
- 6M
- 0.30%
- 1Y
- 4.66%
- 3Y*
- 8.21%
- 5Y*
- 7.30%
- 10Y*
- —
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CBFSX vs. JEPAX - Expense Ratio Comparison
CBFSX has a 0.50% expense ratio, which is lower than JEPAX's 0.85% expense ratio.
Return for Risk
CBFSX vs. JEPAX — Risk / Return Rank
CBFSX
JEPAX
CBFSX vs. JEPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Corporate Bond Fund (CBFSX) and JPMorgan Equity Premium Income Fund Class A (JEPAX). 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.
| CBFSX | JEPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.46 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.24 | 0.74 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.46 | +0.90 |
Martin ratioReturn relative to average drawdown | 4.75 | 2.14 | +2.62 |
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
| CBFSX | JEPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.46 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.64 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.51 | +0.01 |
Correlation
The correlation between CBFSX and JEPAX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CBFSX vs. JEPAX - Dividend Comparison
CBFSX's dividend yield for the trailing twelve months is around 4.59%, less than JEPAX's 7.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBFSX JPMorgan Corporate Bond Fund | 4.59% | 4.54% | 4.99% | 4.18% | 4.06% | 7.96% | 3.74% | 3.14% | 4.55% | 6.78% | 3.11% | 3.11% |
JEPAX JPMorgan Equity Premium Income Fund Class A | 7.45% | 7.88% | 6.95% | 8.19% | 11.98% | 5.96% | 11.35% | 5.61% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CBFSX vs. JEPAX - Drawdown Comparison
The maximum CBFSX drawdown since its inception was -22.42%, smaller than the maximum JEPAX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for CBFSX and JEPAX.
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Drawdown Indicators
| CBFSX | JEPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -32.69% | +10.27% |
Max Drawdown (1Y)Largest decline over 1 year | -3.49% | -10.43% | +6.94% |
Max Drawdown (5Y)Largest decline over 5 years | -22.42% | -13.74% | -8.68% |
Max Drawdown (10Y)Largest decline over 10 years | -22.42% | — | — |
Current DrawdownCurrent decline from peak | -3.03% | -7.35% | +4.32% |
Average DrawdownAverage peak-to-trough decline | -4.39% | -3.05% | -1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 2.23% | -1.23% |
Volatility
CBFSX vs. JEPAX - Volatility Comparison
The current volatility for JPMorgan Corporate Bond Fund (CBFSX) is 1.85%, while JPMorgan Equity Premium Income Fund Class A (JEPAX) has a volatility of 3.45%. This indicates that CBFSX experiences smaller price fluctuations and is considered to be less risky than JEPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBFSX | JEPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 3.45% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 2.90% | 6.50% | -3.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.72% | 13.68% | -8.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.63% | 11.40% | -4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.99% | 15.02% | -9.03% |