HLIEX vs. AMRMX
Compare and contrast key facts about JPMorgan Equity Income Fund (HLIEX) and American Funds American Mutual Fund Class A (AMRMX).
HLIEX is managed by JPMorgan. It was launched on Jul 2, 1987. AMRMX is managed by American Funds. It was launched on Feb 21, 1950.
Performance
HLIEX vs. AMRMX - Performance Comparison
Loading graphics...
HLIEX vs. AMRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLIEX JPMorgan Equity Income Fund | 1.62% | 14.67% | 19.67% | 4.79% | -1.88% | 25.10% | 3.61% | 26.30% | -4.45% | 17.55% |
AMRMX American Funds American Mutual Fund Class A | -1.34% | 16.08% | 14.93% | 9.43% | -4.49% | 24.99% | 4.52% | 21.53% | -2.25% | 17.53% |
Returns By Period
In the year-to-date period, HLIEX achieves a 1.62% return, which is significantly higher than AMRMX's -1.34% return. Over the past 10 years, HLIEX has outperformed AMRMX with an annualized return of 11.39%, while AMRMX has yielded a comparatively lower 10.65% annualized return.
HLIEX
- 1D
- 1.91%
- 1M
- -4.61%
- YTD
- 1.62%
- 6M
- 4.26%
- 1Y
- 13.54%
- 3Y*
- 14.35%
- 5Y*
- 10.23%
- 10Y*
- 11.39%
AMRMX
- 1D
- 1.86%
- 1M
- -6.04%
- YTD
- -1.34%
- 6M
- -0.16%
- 1Y
- 11.67%
- 3Y*
- 12.66%
- 5Y*
- 9.60%
- 10Y*
- 10.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HLIEX vs. AMRMX - Expense Ratio Comparison
HLIEX has a 0.70% expense ratio, which is higher than AMRMX's 0.58% expense ratio.
Return for Risk
HLIEX vs. AMRMX — Risk / Return Rank
HLIEX
AMRMX
HLIEX vs. AMRMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund (HLIEX) and American Funds American Mutual Fund Class A (AMRMX). 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.
| HLIEX | AMRMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.86 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.28 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.25 | +0.06 |
Martin ratioReturn relative to average drawdown | 5.58 | 5.35 | +0.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HLIEX | AMRMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.86 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.77 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.76 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.70 | -0.15 |
Correlation
The correlation between HLIEX and AMRMX is 0.92, 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.
Dividends
HLIEX vs. AMRMX - Dividend Comparison
HLIEX's dividend yield for the trailing twelve months is around 10.68%, more than AMRMX's 7.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIEX JPMorgan Equity Income Fund | 10.68% | 10.81% | 14.41% | 2.77% | 3.67% | 3.33% | 1.82% | 2.78% | 5.12% | 2.47% | 2.45% | 2.73% |
AMRMX American Funds American Mutual Fund Class A | 7.68% | 7.55% | 6.27% | 3.75% | 4.88% | 4.65% | 1.74% | 4.60% | 6.44% | 5.96% | 4.83% | 6.54% |
Drawdowns
HLIEX vs. AMRMX - Drawdown Comparison
The maximum HLIEX drawdown since its inception was -50.33%, roughly equal to the maximum AMRMX drawdown of -48.75%. Use the drawdown chart below to compare losses from any high point for HLIEX and AMRMX.
Loading graphics...
Drawdown Indicators
| HLIEX | AMRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.33% | -48.75% | -1.58% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -10.24% | -1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -14.85% | -15.31% | +0.46% |
Max Drawdown (10Y)Largest decline over 10 years | -36.89% | -29.81% | -7.08% |
Current DrawdownCurrent decline from peak | -5.30% | -6.21% | +0.91% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -4.98% | -1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.38% | +0.27% |
Volatility
HLIEX vs. AMRMX - Volatility Comparison
JPMorgan Equity Income Fund (HLIEX) and American Funds American Mutual Fund Class A (AMRMX) have volatilities of 4.07% and 4.03%, 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.
Loading graphics...
Volatility by Period
| HLIEX | AMRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 4.03% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 7.89% | 7.55% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.28% | 13.90% | +1.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.30% | 12.50% | +1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 14.11% | +2.68% |