Correlation
The correlation between DINDX and JMSIX is 0.24, 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.
DINDX vs. JMSIX
Compare and contrast key facts about Morgan Stanley Global Fixed Income Opportunities Fund (DINDX) and JPMorgan Income Fund (JMSIX).
DINDX is managed by Morgan Stanley. It was launched on Jul 27, 1997. 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: DINDX or JMSIX.
Performance
DINDX vs. JMSIX - Performance Comparison
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Key characteristics
DINDX:
2.78
JMSIX:
3.14
DINDX:
3.88
JMSIX:
6.05
DINDX:
1.58
JMSIX:
1.88
DINDX:
4.32
JMSIX:
5.07
DINDX:
14.77
JMSIX:
20.90
DINDX:
0.50%
JMSIX:
0.40%
DINDX:
2.82%
JMSIX:
2.59%
DINDX:
-27.27%
JMSIX:
-18.41%
DINDX:
-0.19%
JMSIX:
-0.23%
Returns By Period
In the year-to-date period, DINDX achieves a 2.26% return, which is significantly lower than JMSIX's 2.40% return. Over the past 10 years, DINDX has underperformed JMSIX with an annualized return of 3.49%, while JMSIX has yielded a comparatively higher 3.87% annualized return.
DINDX
2.26%
0.38%
2.97%
7.57%
5.33%
3.71%
3.49%
JMSIX
2.40%
0.62%
3.44%
8.30%
4.82%
4.60%
3.87%
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DINDX vs. JMSIX - Expense Ratio Comparison
DINDX has a 0.56% expense ratio, which is higher than JMSIX's 0.40% expense ratio.
Risk-Adjusted Performance
DINDX vs. JMSIX — Risk-Adjusted Performance Rank
DINDX
JMSIX
DINDX vs. JMSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Global Fixed Income Opportunities Fund (DINDX) 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.
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Dividends
DINDX vs. JMSIX - Dividend Comparison
DINDX's dividend yield for the trailing twelve months is around 5.36%, less than JMSIX's 6.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DINDX Morgan Stanley Global Fixed Income Opportunities Fund | 5.36% | 5.45% | 4.70% | 5.88% | 3.59% | 3.02% | 3.84% | 5.22% | 3.16% | 3.75% | 4.82% | 4.62% |
JMSIX JPMorgan Income Fund | 6.05% | 5.78% | 5.31% | 4.80% | 4.04% | 4.95% | 5.09% | 5.42% | 5.42% | 5.47% | 5.72% | 0.92% |
Drawdowns
DINDX vs. JMSIX - Drawdown Comparison
The maximum DINDX drawdown since its inception was -27.27%, which is greater than JMSIX's maximum drawdown of -18.41%. Use the drawdown chart below to compare losses from any high point for DINDX and JMSIX.
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Volatility
DINDX vs. JMSIX - Volatility Comparison
Morgan Stanley Global Fixed Income Opportunities Fund (DINDX) and JPMorgan Income Fund (JMSIX) have volatilities of 0.72% and 0.70%, 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.
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