HLIPX vs. JEPIX
Compare and contrast key facts about JPMorgan Core Plus Bond Fund (HLIPX) and JPMorgan Equity Premium Income Fund Class I (JEPIX).
HLIPX is managed by JPMorgan. It was launched on Mar 5, 1993. JEPIX is managed by JPMorgan. It was launched on Aug 31, 2018.
Performance
HLIPX vs. JEPIX - Performance Comparison
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HLIPX vs. JEPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HLIPX JPMorgan Core Plus Bond Fund | -0.31% | 7.98% | 2.64% | 6.38% | -12.69% | -0.30% | 7.93% | 8.73% | 0.76% |
JEPIX JPMorgan Equity Premium Income Fund Class I | -2.35% | 7.82% | 12.43% | 9.68% | -3.81% | 19.36% | 6.02% | 16.44% | -9.93% |
Returns By Period
In the year-to-date period, HLIPX achieves a -0.31% return, which is significantly higher than JEPIX's -2.35% return.
HLIPX
- 1D
- 0.56%
- 1M
- -2.43%
- YTD
- -0.31%
- 6M
- 0.91%
- 1Y
- 4.63%
- 3Y*
- 4.34%
- 5Y*
- 0.97%
- 10Y*
- 2.40%
JEPIX
- 1D
- 0.15%
- 1M
- -7.28%
- YTD
- -2.35%
- 6M
- 0.41%
- 1Y
- 4.98%
- 3Y*
- 8.50%
- 5Y*
- 7.58%
- 10Y*
- —
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HLIPX vs. JEPIX - Expense Ratio Comparison
HLIPX has a 0.46% expense ratio, which is lower than JEPIX's 0.63% expense ratio.
Return for Risk
HLIPX vs. JEPIX — Risk / Return Rank
HLIPX
JEPIX
HLIPX vs. JEPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond Fund (HLIPX) and JPMorgan Equity Premium Income Fund Class I (JEPIX). 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.
| HLIPX | JEPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.48 | +0.64 |
Sortino ratioReturn per unit of downside risk | 1.61 | 0.78 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.12 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 0.49 | +1.32 |
Martin ratioReturn relative to average drawdown | 6.20 | 2.28 | +3.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HLIPX | JEPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.48 | +0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.67 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.47 | +0.64 |
Correlation
The correlation between HLIPX and JEPIX is 0.10, 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.
Dividends
HLIPX vs. JEPIX - Dividend Comparison
HLIPX's dividend yield for the trailing twelve months is around 4.56%, less than JEPIX's 7.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIPX JPMorgan Core Plus Bond Fund | 4.56% | 4.86% | 4.88% | 4.02% | 3.36% | 3.25% | 4.36% | 3.23% | 3.08% | 2.83% | 2.77% | 3.25% |
JEPIX JPMorgan Equity Premium Income Fund Class I | 7.69% | 8.12% | 7.20% | 8.42% | 12.24% | 6.15% | 11.59% | 3.91% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HLIPX vs. JEPIX - Drawdown Comparison
The maximum HLIPX drawdown since its inception was -16.91%, smaller than the maximum JEPIX drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for HLIPX and JEPIX.
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Drawdown Indicators
| HLIPX | JEPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.91% | -32.63% | +15.72% |
Max Drawdown (1Y)Largest decline over 1 year | -2.97% | -10.49% | +7.52% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -13.67% | -3.24% |
Max Drawdown (10Y)Largest decline over 10 years | -16.91% | — | — |
Current DrawdownCurrent decline from peak | -2.43% | -7.28% | +4.85% |
Average DrawdownAverage peak-to-trough decline | -1.94% | -3.19% | +1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 2.24% | -1.38% |
Volatility
HLIPX vs. JEPIX - Volatility Comparison
The current volatility for JPMorgan Core Plus Bond Fund (HLIPX) is 1.75%, while JPMorgan Equity Premium Income Fund Class I (JEPIX) has a volatility of 3.47%. This indicates that HLIPX experiences smaller price fluctuations and is considered to be less risky than JEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HLIPX | JEPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.75% | 3.47% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 6.47% | -3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.30% | 13.70% | -9.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.66% | 11.39% | -5.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.62% | 14.84% | -10.22% |