Correlation
The correlation between CVFCX and OIEJX is 0.86, 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.
CVFCX vs. OIEJX
Compare and contrast key facts about Pioneer Disciplined Value Fund (CVFCX) and JPMorgan Equity Income Fund R6 (OIEJX).
CVFCX is managed by Amundi US. It was launched on Dec 15, 2005. 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: CVFCX or OIEJX.
Performance
CVFCX vs. OIEJX - Performance Comparison
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Key characteristics
CVFCX:
0.64
OIEJX:
0.64
CVFCX:
0.98
OIEJX:
0.92
CVFCX:
1.14
OIEJX:
1.13
CVFCX:
0.64
OIEJX:
0.62
CVFCX:
2.37
OIEJX:
2.03
CVFCX:
4.58%
OIEJX:
4.67%
CVFCX:
17.22%
OIEJX:
16.22%
CVFCX:
-50.46%
OIEJX:
-36.88%
CVFCX:
-5.35%
OIEJX:
-5.52%
Returns By Period
The year-to-date returns for both stocks are quite close, with CVFCX having a 2.31% return and OIEJX slightly lower at 2.30%. Over the past 10 years, CVFCX has underperformed OIEJX with an annualized return of 8.13%, while OIEJX has yielded a comparatively higher 9.54% annualized return.
CVFCX
2.31%
5.03%
-3.87%
9.15%
4.69%
12.00%
8.13%
OIEJX
2.30%
3.36%
-5.52%
8.46%
6.83%
12.51%
9.54%
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CVFCX vs. OIEJX - Expense Ratio Comparison
CVFCX has a 0.91% expense ratio, which is higher than OIEJX's 0.45% expense ratio.
Risk-Adjusted Performance
CVFCX vs. OIEJX — Risk-Adjusted Performance Rank
CVFCX
OIEJX
CVFCX vs. OIEJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Value Fund (CVFCX) 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.
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Dividends
CVFCX vs. OIEJX - Dividend Comparison
CVFCX's dividend yield for the trailing twelve months is around 4.54%, less than OIEJX's 8.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVFCX Pioneer Disciplined Value Fund | 4.54% | 4.65% | 2.14% | 12.02% | 23.78% | 1.24% | 1.20% | 18.94% | 15.22% | 0.95% | 25.02% | 21.10% |
OIEJX JPMorgan Equity Income Fund R6 | 8.23% | 8.42% | 3.00% | 3.93% | 3.58% | 2.05% | 3.01% | 5.38% | 2.71% | 2.71% | 3.04% | 4.11% |
Drawdowns
CVFCX vs. OIEJX - Drawdown Comparison
The maximum CVFCX drawdown since its inception was -50.46%, which is greater than OIEJX's maximum drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for CVFCX and OIEJX.
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Volatility
CVFCX vs. OIEJX - Volatility Comparison
Pioneer Disciplined Value Fund (CVFCX) has a higher volatility of 4.73% compared to JPMorgan Equity Income Fund R6 (OIEJX) at 4.29%. This indicates that CVFCX'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.
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