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HLIPX vs. FEQIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

HLIPX vs. FEQIX

Last updated May 12, 2025

Compare and contrast key facts about JPMorgan Core Plus Bond Fund (HLIPX) and Fidelity Equity-Income Fund (FEQIX).

HLIPX is managed by JPMorgan Chase. It was launched on Mar 5, 1993. FEQIX is managed by Fidelity. It was launched on May 16, 1966.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLIPX or FEQIX.

Correlation

The correlation between HLIPX and FEQIX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

HLIPX vs. FEQIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Core Plus Bond Fund (HLIPX) and Fidelity Equity-Income Fund (FEQIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

HLIPX

YTD

0.00%

1M

0.00%

6M

0.00%

1Y

0.00%

5Y*

0.00%

10Y*

0.00%

FEQIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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HLIPX vs. FEQIX - Expense Ratio Comparison

HLIPX has a 0.46% expense ratio, which is lower than FEQIX's 0.57% expense ratio.

FEQIX
Fidelity Equity-Income Fund
HLIPX
JPMorgan Core Plus Bond Fund

Risk-Adjusted Performance

HLIPX vs. FEQIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
HLIPX
The Risk-Adjusted Performance Rank of HLIPX is 8080
Overall Rank
The Sharpe Ratio Rank of HLIPX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of HLIPX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of HLIPX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of HLIPX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of HLIPX is 7676
Martin Ratio Rank
FEQIX
The Risk-Adjusted Performance Rank of FEQIX is 6969
Overall Rank
The Sharpe Ratio Rank of FEQIX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of FEQIX is 6565
Sortino Ratio Rank
The Omega Ratio Rank of FEQIX is 6868
Omega Ratio Rank
The Calmar Ratio Rank of FEQIX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of FEQIX is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HLIPX vs. FEQIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond Fund (HLIPX) and Fidelity Equity-Income Fund (FEQIX). 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

HLIPX vs. FEQIX - Dividend Comparison

Neither HLIPX nor FEQIX has paid dividends to shareholders.

Tickers have no history of dividend payments

Drawdowns

HLIPX vs. FEQIX - Drawdown Comparison

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Volatility

HLIPX vs. FEQIX - Volatility Comparison

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