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 Chase. It was launched on Aug 31, 2018. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEPIX or AMECX.
Key characteristics
| JEPIX | AMECX | |
|---|---|---|
| YTD Return | 16.29% | 13.95% |
| 1Y Return | 21.10% | 23.67% |
| 3Y Return (Ann) | 8.16% | 5.58% |
| 5Y Return (Ann) | 10.01% | 7.80% |
| Sharpe Ratio | 2.95 | 3.28 |
| Sortino Ratio | 4.26 | 4.59 |
| Omega Ratio | 1.61 | 1.63 |
| Calmar Ratio | 5.41 | 3.05 |
| Martin Ratio | 19.92 | 22.10 |
| Ulcer Index | 1.06% | 1.10% |
| Daily Std Dev | 7.15% | 7.44% |
| Max Drawdown | -32.63% | -44.46% |
| Current Drawdown | 0.00% | -0.19% |
Correlation
The correlation between JEPIX and AMECX is 0.76, 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
JEPIX vs. AMECX - Performance Comparison
In the year-to-date period, JEPIX achieves a 16.29% return, which is significantly higher than AMECX's 13.95% 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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JEPIX vs. AMECX - Expense Ratio Comparison
JEPIX has a 0.63% expense ratio, which is higher than AMECX's 0.56% expense ratio.
Risk-Adjusted Performance
JEPIX vs. AMECX - Risk-Adjusted Performance 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.
Dividends
JEPIX vs. AMECX - Dividend Comparison
JEPIX's dividend yield for the trailing twelve months is around 6.88%, more than AMECX's 3.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEPIX JPMorgan Equity Premium Income Fund Class I | 6.88% | 8.43% | 12.24% | 7.58% | 11.59% | 7.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AMECX American Funds The Income Fund of America Class A | 3.28% | 3.66% | 3.38% | 2.86% | 3.19% | 3.20% | 3.35% | 2.82% | 3.09% | 3.26% | 3.64% | 3.17% |
Drawdowns
JEPIX vs. AMECX - Drawdown Comparison
The maximum JEPIX drawdown since its inception was -32.63%, smaller than the maximum AMECX drawdown of -44.46%. Use the drawdown chart below to compare losses from any high point for JEPIX and AMECX. For additional features, visit the drawdowns tool.
Volatility
JEPIX vs. AMECX - Volatility Comparison
JPMorgan Equity Premium Income Fund Class I (JEPIX) and American Funds The Income Fund of America Class A (AMECX) have volatilities of 1.87% and 1.82%, 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.