CTO vs. JEPIX
Compare and contrast key facts about CTO Realty Growth, Inc. (CTO) and JPMorgan Equity Premium Income Fund Class I (JEPIX).
JEPIX is managed by JPMorgan Chase. It was launched on Aug 31, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CTO or JEPIX.
Correlation
The correlation between CTO and JEPIX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CTO vs. JEPIX - Performance Comparison
Key characteristics
CTO:
0.54
JEPIX:
0.34
CTO:
0.84
JEPIX:
0.58
CTO:
1.13
JEPIX:
1.09
CTO:
0.80
JEPIX:
0.36
CTO:
2.36
JEPIX:
1.60
CTO:
5.67%
JEPIX:
3.00%
CTO:
24.92%
JEPIX:
14.13%
CTO:
-75.42%
JEPIX:
-32.63%
CTO:
-11.23%
JEPIX:
-7.36%
Returns By Period
In the year-to-date period, CTO achieves a -6.86% return, which is significantly lower than JEPIX's -3.46% return.
CTO
-6.86%
-5.76%
-4.37%
14.01%
20.84%
5.73%
JEPIX
-3.46%
-3.75%
-3.80%
5.11%
11.08%
N/A
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Risk-Adjusted Performance
CTO vs. JEPIX — Risk-Adjusted Performance Rank
CTO
JEPIX
CTO vs. JEPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for CTO Realty Growth, Inc. (CTO) and JPMorgan Equity Premium Income Fund Class I (JEPIX). 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
CTO vs. JEPIX - Dividend Comparison
CTO's dividend yield for the trailing twelve months is around 8.45%, more than JEPIX's 7.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
CTO CTO Realty Growth, Inc. | 8.45% | 7.71% | 8.77% | 4.60% | 0.72% | 3.36% | 0.00% |
JEPIX JPMorgan Equity Premium Income Fund Class I | 7.86% | 7.20% | 8.43% | 12.24% | 7.58% | 11.59% | 7.71% |
Drawdowns
CTO vs. JEPIX - Drawdown Comparison
The maximum CTO drawdown since its inception was -75.42%, which is greater than JEPIX's maximum drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for CTO and JEPIX. For additional features, visit the drawdowns tool.
Volatility
CTO vs. JEPIX - Volatility Comparison
The current volatility for CTO Realty Growth, Inc. (CTO) is 9.14%, while JPMorgan Equity Premium Income Fund Class I (JEPIX) has a volatility of 11.40%. This indicates that CTO experiences smaller price fluctuations and is considered to be less risky than JEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.