JLPSX vs. JEPAX
Compare and contrast key facts about JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and JPMorgan Equity Premium Income Fund Class A (JEPAX).
JLPSX is managed by JPMorgan. It was launched on Nov 1, 2005. JEPAX is managed by JPMorgan. It was launched on Aug 31, 2018.
Performance
JLPSX vs. JEPAX - Performance Comparison
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JLPSX vs. JEPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | -6.67% | 14.83% | 37.27% | 29.98% | -18.34% | 28.75% | 26.10% | 15.69% |
JEPAX JPMorgan Equity Premium Income Fund Class A | -0.48% | 7.55% | 12.07% | 9.42% | -4.05% | 19.13% | 5.75% | 7.45% |
Returns By Period
In the year-to-date period, JLPSX achieves a -6.67% return, which is significantly lower than JEPAX's -0.48% return.
JLPSX
- 1D
- 3.05%
- 1M
- -5.34%
- YTD
- -6.67%
- 6M
- -4.59%
- 1Y
- 12.84%
- 3Y*
- 21.12%
- 5Y*
- 13.31%
- 10Y*
- 15.26%
JEPAX
- 1D
- 1.96%
- 1M
- -5.21%
- YTD
- -0.48%
- 6M
- 2.05%
- 1Y
- 6.64%
- 3Y*
- 8.91%
- 5Y*
- 7.66%
- 10Y*
- —
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JLPSX vs. JEPAX - Expense Ratio Comparison
JLPSX has a 1.45% expense ratio, which is higher than JEPAX's 0.85% expense ratio.
Return for Risk
JLPSX vs. JEPAX — Risk / Return Rank
JLPSX
JEPAX
JLPSX vs. JEPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and JPMorgan Equity Premium Income Fund Class A (JEPAX). 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.
| JLPSX | JEPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.49 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.16 | 0.80 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.13 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 0.79 | +0.39 |
Martin ratioReturn relative to average drawdown | 4.57 | 3.66 | +0.90 |
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
| JLPSX | JEPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.49 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.67 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.53 | +0.03 |
Correlation
The correlation between JLPSX and JEPAX 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.
Dividends
JLPSX vs. JEPAX - Dividend Comparison
JLPSX's dividend yield for the trailing twelve months is around 3.19%, less than JEPAX's 7.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | 3.19% | 2.98% | 12.87% | 11.67% | 32.43% | 28.14% | 28.69% | 22.82% | 17.84% | 13.85% | 4.73% | 9.24% |
JEPAX JPMorgan Equity Premium Income Fund Class A | 7.31% | 7.88% | 6.95% | 8.19% | 11.98% | 5.96% | 11.35% | 5.61% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JLPSX vs. JEPAX - Drawdown Comparison
The maximum JLPSX drawdown since its inception was -51.33%, which is greater than JEPAX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for JLPSX and JEPAX.
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Drawdown Indicators
| JLPSX | JEPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -32.69% | -18.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -10.43% | -1.28% |
Max Drawdown (5Y)Largest decline over 5 years | -25.68% | -13.74% | -11.94% |
Max Drawdown (10Y)Largest decline over 10 years | -35.09% | — | — |
Current DrawdownCurrent decline from peak | -8.35% | -5.53% | -2.82% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -3.05% | -3.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.26% | +0.77% |
Volatility
JLPSX vs. JEPAX - Volatility Comparison
JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) has a higher volatility of 5.82% compared to JPMorgan Equity Premium Income Fund Class A (JEPAX) at 4.15%. This indicates that JLPSX's price experiences larger fluctuations and is considered to be riskier than JEPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLPSX | JEPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 4.15% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 6.78% | +3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 13.79% | +4.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.60% | 11.43% | +6.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.40% | 15.04% | +7.36% |