JEPIX vs. AMECX
Compare and contrast key facts about JPMorgan Equity Premium Income Fund Class I (JEPIX) and American Funds The Income Fund of America Class A (AMECX).
JEPIX is managed by JPMorgan. It was launched on Aug 31, 2018. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
JEPIX vs. AMECX - Performance Comparison
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JEPIX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
AMECX American Funds The Income Fund of America Class A | 1.48% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -6.13% |
Returns By Period
In the year-to-date period, JEPIX achieves a -2.35% return, which is significantly lower than AMECX's 1.48% return.
JEPIX
- 1D
- 0.15%
- 1M
- -7.28%
- YTD
- -2.35%
- 6M
- 0.41%
- 1Y
- 4.98%
- 3Y*
- 8.50%
- 5Y*
- 7.58%
- 10Y*
- —
AMECX
- 1D
- 0.23%
- 1M
- -5.74%
- YTD
- 1.48%
- 6M
- 4.22%
- 1Y
- 14.19%
- 3Y*
- 11.95%
- 5Y*
- 7.95%
- 10Y*
- 8.21%
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JEPIX vs. AMECX - Expense Ratio Comparison
JEPIX has a 0.63% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Return for Risk
JEPIX vs. AMECX — Risk / Return Rank
JEPIX
AMECX
JEPIX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Premium Income Fund Class I (JEPIX) and American Funds The Income Fund of America Class A (AMECX). 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.
| JEPIX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 1.55 | -1.07 |
Sortino ratioReturn per unit of downside risk | 0.78 | 2.13 | -1.35 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.32 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.71 | -1.22 |
Martin ratioReturn relative to average drawdown | 2.28 | 8.01 | -5.73 |
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
| JEPIX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 1.55 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.85 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.72 | -0.25 |
Correlation
The correlation between JEPIX and AMECX is 0.80, 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
JEPIX vs. AMECX - Dividend Comparison
JEPIX's dividend yield for the trailing twelve months is around 7.69%, less than AMECX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AMECX American Funds The Income Fund of America Class A | 9.86% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
JEPIX vs. AMECX - Drawdown Comparison
The maximum JEPIX drawdown since its inception was -32.63%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for JEPIX and AMECX.
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Drawdown Indicators
| JEPIX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.63% | -41.92% | +9.29% |
Max Drawdown (1Y)Largest decline over 1 year | -10.49% | -8.19% | -2.30% |
Max Drawdown (5Y)Largest decline over 5 years | -13.67% | -15.78% | +2.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.13% | — |
Current DrawdownCurrent decline from peak | -7.28% | -5.74% | -1.54% |
Average DrawdownAverage peak-to-trough decline | -3.19% | -4.46% | +1.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 1.74% | +0.50% |
Volatility
JEPIX vs. AMECX - Volatility Comparison
JPMorgan Equity Premium Income Fund Class I (JEPIX) has a higher volatility of 3.47% compared to American Funds The Income Fund of America Class A (AMECX) at 2.94%. This indicates that JEPIX's price experiences larger fluctuations and is considered to be riskier than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JEPIX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 2.94% | +0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 6.47% | 5.49% | +0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.70% | 9.48% | +4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.39% | 9.44% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.84% | 10.66% | +4.18% |