INUTX vs. OIEJX
Compare and contrast key facts about Columbia Dividend Opportunity Fund (INUTX) and JPMorgan Equity Income Fund R6 (OIEJX).
INUTX is managed by Columbia Threadneedle. It was launched on Aug 1, 1988. OIEJX is managed by JPMorgan Chase. It was launched on Jul 2, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INUTX or OIEJX.
Correlation
The correlation between INUTX and OIEJX is 0.95, 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.
Performance
INUTX vs. OIEJX - Performance Comparison
Key characteristics
INUTX:
1.31
OIEJX:
0.93
INUTX:
1.71
OIEJX:
1.25
INUTX:
1.25
OIEJX:
1.18
INUTX:
1.32
OIEJX:
0.83
INUTX:
3.93
OIEJX:
2.41
INUTX:
3.80%
OIEJX:
4.74%
INUTX:
11.42%
OIEJX:
12.31%
INUTX:
-55.57%
OIEJX:
-36.88%
INUTX:
-4.41%
OIEJX:
-7.32%
Returns By Period
The year-to-date returns for both investments are quite close, with INUTX having a 6.16% return and OIEJX slightly higher at 6.38%. Over the past 10 years, INUTX has underperformed OIEJX with an annualized return of 3.57%, while OIEJX has yielded a comparatively higher 8.14% annualized return.
INUTX
6.16%
2.34%
3.35%
14.31%
5.42%
3.57%
OIEJX
6.38%
1.58%
2.26%
10.74%
7.63%
8.14%
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INUTX vs. OIEJX - Expense Ratio Comparison
INUTX has a 1.06% expense ratio, which is higher than OIEJX's 0.45% expense ratio.
Risk-Adjusted Performance
INUTX vs. OIEJX — Risk-Adjusted Performance Rank
INUTX
OIEJX
INUTX vs. OIEJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Opportunity Fund (INUTX) and JPMorgan Equity Income Fund R6 (OIEJX). 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
INUTX vs. OIEJX - Dividend Comparison
INUTX's dividend yield for the trailing twelve months is around 2.59%, more than OIEJX's 2.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 2.59% | 2.75% | 2.91% | 2.97% | 2.67% | 3.40% | 3.11% | 3.78% | 3.85% | 3.84% | 3.65% | 3.05% |
OIEJX JPMorgan Equity Income Fund R6 | 2.05% | 2.16% | 2.30% | 2.21% | 1.75% | 2.05% | 2.01% | 2.46% | 1.83% | 2.11% | 2.26% | 2.16% |
Drawdowns
INUTX vs. OIEJX - Drawdown Comparison
The maximum INUTX drawdown since its inception was -55.57%, which is greater than OIEJX's maximum drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for INUTX and OIEJX. For additional features, visit the drawdowns tool.
Volatility
INUTX vs. OIEJX - Volatility Comparison
Columbia Dividend Opportunity Fund (INUTX) and JPMorgan Equity Income Fund R6 (OIEJX) have volatilities of 2.31% and 2.40%, 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.