JEPIX vs. CTO
Compare and contrast key facts about JPMorgan Equity Premium Income Fund Class I (JEPIX) and CTO Realty Growth, Inc. (CTO).
JEPIX is managed by JPMorgan Chase. It was launched on Aug 31, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JEPIX or CTO.
Correlation
The correlation between JEPIX and CTO is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JEPIX vs. CTO - Performance Comparison
Key characteristics
JEPIX:
0.35
CTO:
0.57
JEPIX:
0.59
CTO:
0.87
JEPIX:
1.09
CTO:
1.14
JEPIX:
0.37
CTO:
0.84
JEPIX:
1.67
CTO:
2.51
JEPIX:
2.96%
CTO:
5.63%
JEPIX:
14.13%
CTO:
24.92%
JEPIX:
-32.63%
CTO:
-75.42%
JEPIX:
-7.49%
CTO:
-11.23%
Returns By Period
In the year-to-date period, JEPIX achieves a -3.61% return, which is significantly higher than CTO's -6.86% return.
JEPIX
-3.61%
-4.16%
-4.27%
4.43%
11.06%
N/A
CTO
-6.86%
-5.96%
-5.14%
13.68%
28.97%
9.11%
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Risk-Adjusted Performance
JEPIX vs. CTO — Risk-Adjusted Performance Rank
JEPIX
CTO
JEPIX vs. CTO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Premium Income Fund Class I (JEPIX) and CTO Realty Growth, Inc. (CTO). 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. CTO - Dividend Comparison
JEPIX's dividend yield for the trailing twelve months is around 7.87%, less than CTO's 8.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
JEPIX JPMorgan Equity Premium Income Fund Class I | 7.87% | 7.20% | 8.43% | 12.24% | 7.57% | 11.57% | 7.70% |
CTO CTO Realty Growth, Inc. | 8.45% | 7.71% | 8.77% | 8.17% | 6.51% | 31.12% | 0.00% |
Drawdowns
JEPIX vs. CTO - Drawdown Comparison
The maximum JEPIX drawdown since its inception was -32.63%, smaller than the maximum CTO drawdown of -75.42%. Use the drawdown chart below to compare losses from any high point for JEPIX and CTO. For additional features, visit the drawdowns tool.
Volatility
JEPIX vs. CTO - Volatility Comparison
JPMorgan Equity Premium Income Fund Class I (JEPIX) has a higher volatility of 11.40% compared to CTO Realty Growth, Inc. (CTO) at 9.14%. This indicates that JEPIX's price experiences larger fluctuations and is considered to be riskier than CTO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.