HLIPX vs. FEQIX
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.
Key characteristics
| HLIPX | FEQIX | |
|---|---|---|
| YTD Return | 3.51% | 20.25% |
| 1Y Return | 10.50% | 28.74% |
| 3Y Return (Ann) | -1.74% | 4.11% |
| 5Y Return (Ann) | 0.38% | 7.39% |
| 10Y Return (Ann) | 1.77% | 5.65% |
| Sharpe Ratio | 1.67 | 2.77 |
| Sortino Ratio | 2.48 | 3.82 |
| Omega Ratio | 1.30 | 1.51 |
| Calmar Ratio | 0.65 | 2.25 |
| Martin Ratio | 6.98 | 20.02 |
| Ulcer Index | 1.39% | 1.39% |
| Daily Std Dev | 5.81% | 10.06% |
| Max Drawdown | -19.44% | -62.07% |
| Current Drawdown | -5.97% | -0.25% |
Correlation
The correlation between HLIPX and FEQIX is -0.05. 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
In the year-to-date period, HLIPX achieves a 3.51% return, which is significantly lower than FEQIX's 20.25% return. Over the past 10 years, HLIPX has underperformed FEQIX with an annualized return of 1.77%, while FEQIX has yielded a comparatively higher 5.65% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
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.
Dividends
HLIPX vs. FEQIX - Dividend Comparison
HLIPX's dividend yield for the trailing twelve months is around 4.70%, more than FEQIX's 1.54% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIPX JPMorgan Core Plus Bond Fund | 4.70% | 4.01% | 3.37% | 2.57% | 2.74% | 3.26% | 3.11% | 2.84% | 2.77% | 3.03% | 3.44% | 3.79% |
FEQIX Fidelity Equity-Income Fund | 1.54% | 1.78% | 1.93% | 1.55% | 1.50% | 1.82% | 2.73% | 2.03% | 2.37% | 7.35% | 8.14% | 2.18% |
Drawdowns
HLIPX vs. FEQIX - Drawdown Comparison
The maximum HLIPX drawdown since its inception was -19.44%, smaller than the maximum FEQIX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for HLIPX and FEQIX. For additional features, visit the drawdowns tool.
Volatility
HLIPX vs. FEQIX - Volatility Comparison
The current volatility for JPMorgan Core Plus Bond Fund (HLIPX) is 1.64%, while Fidelity Equity-Income Fund (FEQIX) has a volatility of 3.35%. This indicates that HLIPX experiences smaller price fluctuations and is considered to be less risky than FEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.