CBFSX vs. OIEJX
Compare and contrast key facts about JPMorgan Corporate Bond Fund (CBFSX) and JPMorgan Equity Income Fund R6 (OIEJX).
CBFSX is managed by JPMorgan. It was launched on Mar 1, 2013. OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987.
Performance
CBFSX vs. OIEJX - Performance Comparison
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CBFSX vs. OIEJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBFSX JPMorgan Corporate Bond Fund | -0.91% | 7.45% | 2.71% | 9.20% | -16.06% | -0.77% | 10.23% | 15.05% | -2.31% | 6.89% |
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, CBFSX achieves a -0.91% return, which is significantly lower than OIEJX's 1.64% return. Over the past 10 years, CBFSX has underperformed OIEJX with an annualized return of 2.96%, while OIEJX has yielded a comparatively higher 11.66% annualized return.
CBFSX
- 1D
- 0.36%
- 1M
- -2.22%
- YTD
- -0.91%
- 6M
- -0.39%
- 1Y
- 4.00%
- 3Y*
- 4.67%
- 5Y*
- 0.72%
- 10Y*
- 2.96%
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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CBFSX vs. OIEJX - Expense Ratio Comparison
CBFSX has a 0.50% expense ratio, which is higher than OIEJX's 0.45% expense ratio.
Return for Risk
CBFSX vs. OIEJX — Risk / Return Rank
CBFSX
OIEJX
CBFSX vs. OIEJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Corporate Bond Fund (CBFSX) 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.
| CBFSX | OIEJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.90 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.31 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.33 | -0.04 |
Martin ratioReturn relative to average drawdown | 4.44 | 5.68 | -1.24 |
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 | OIEJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.90 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.74 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.70 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.76 | -0.24 |
Correlation
The correlation between CBFSX and OIEJX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
CBFSX vs. OIEJX - Dividend Comparison
CBFSX's dividend yield for the trailing twelve months is around 4.58%, less than OIEJX's 10.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBFSX JPMorgan Corporate Bond Fund | 4.58% | 4.54% | 4.99% | 4.18% | 4.06% | 7.96% | 3.74% | 3.14% | 4.55% | 6.78% | 3.11% | 3.11% |
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
CBFSX vs. OIEJX - Drawdown Comparison
The maximum CBFSX drawdown since its inception was -22.42%, smaller than the maximum OIEJX drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for CBFSX and OIEJX.
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Drawdown Indicators
| CBFSX | OIEJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -36.88% | +14.46% |
Max Drawdown (1Y)Largest decline over 1 year | -3.49% | -11.34% | +7.85% |
Max Drawdown (5Y)Largest decline over 5 years | -22.42% | -14.74% | -7.68% |
Max Drawdown (10Y)Largest decline over 10 years | -22.42% | -36.88% | +14.46% |
Current DrawdownCurrent decline from peak | -2.68% | -5.30% | +2.62% |
Average DrawdownAverage peak-to-trough decline | -4.39% | -3.03% | -1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 2.65% | -1.64% |
Volatility
CBFSX vs. OIEJX - Volatility Comparison
The current volatility for JPMorgan Corporate Bond Fund (CBFSX) is 1.88%, while JPMorgan Equity Income Fund R6 (OIEJX) has a volatility of 4.07%. This indicates that CBFSX 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
| CBFSX | OIEJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.88% | 4.07% | -2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 2.90% | 7.87% | -4.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.72% | 15.26% | -10.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.63% | 14.30% | -7.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.00% | 16.77% | -10.77% |