DBSCX vs. JMSIX
Compare and contrast key facts about Doubleline Selective Credit Fund (DBSCX) and JPMorgan Income Fund (JMSIX).
DBSCX is managed by DoubleLine. It was launched on Aug 3, 2014. JMSIX is managed by JPMorgan Chase. It was launched on Jun 1, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DBSCX or JMSIX.
Correlation
The correlation between DBSCX and JMSIX is 0.41, 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
DBSCX vs. JMSIX - Performance Comparison
Key characteristics
DBSCX:
2.83
JMSIX:
3.05
DBSCX:
4.17
JMSIX:
5.31
DBSCX:
1.56
JMSIX:
1.79
DBSCX:
6.79
JMSIX:
5.73
DBSCX:
15.22
JMSIX:
18.47
DBSCX:
0.55%
JMSIX:
0.45%
DBSCX:
2.96%
JMSIX:
2.72%
DBSCX:
-14.12%
JMSIX:
-18.40%
DBSCX:
-0.56%
JMSIX:
0.00%
Returns By Period
In the year-to-date period, DBSCX achieves a 0.14% return, which is significantly lower than JMSIX's 0.24% return. Both investments have delivered pretty close results over the past 10 years, with DBSCX having a 4.00% annualized return and JMSIX not far ahead at 4.03%.
DBSCX
0.14%
0.38%
3.68%
8.38%
2.56%
4.00%
JMSIX
0.24%
0.63%
3.94%
8.31%
2.68%
4.03%
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DBSCX vs. JMSIX - Expense Ratio Comparison
DBSCX has a 0.05% expense ratio, which is lower than JMSIX's 0.40% expense ratio.
Risk-Adjusted Performance
DBSCX vs. JMSIX — Risk-Adjusted Performance Rank
DBSCX
JMSIX
DBSCX vs. JMSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Doubleline Selective Credit Fund (DBSCX) and JPMorgan Income Fund (JMSIX). 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
DBSCX vs. JMSIX - Dividend Comparison
DBSCX's dividend yield for the trailing twelve months is around 7.09%, more than JMSIX's 5.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBSCX Doubleline Selective Credit Fund | 7.09% | 7.10% | 6.77% | 6.68% | 4.68% | 4.67% | 6.05% | 7.45% | 9.04% | 9.75% | 9.53% | 2.40% |
JMSIX JPMorgan Income Fund | 5.78% | 5.80% | 6.20% | 4.80% | 4.04% | 4.84% | 5.07% | 5.42% | 5.42% | 5.47% | 5.72% | 0.92% |
Drawdowns
DBSCX vs. JMSIX - Drawdown Comparison
The maximum DBSCX drawdown since its inception was -14.12%, smaller than the maximum JMSIX drawdown of -18.40%. Use the drawdown chart below to compare losses from any high point for DBSCX and JMSIX. For additional features, visit the drawdowns tool.
Volatility
DBSCX vs. JMSIX - Volatility Comparison
Doubleline Selective Credit Fund (DBSCX) and JPMorgan Income Fund (JMSIX) have volatilities of 0.78% and 0.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.