JLPSX vs. OIEJX
JLPSX (JPMorgan U.S. Large Cap Core Plus Fund) and OIEJX (JPMorgan Equity Income Fund R6) are both mutual funds - JLPSX is a Large Cap Blend Equities fund managed by JPMorgan, while OIEJX is a Large Cap Value Equities fund actively managed by JPMorgan. Over the past 10 years, JLPSX returned 16.39%/yr vs 12.74%/yr for OIEJX. Their correlation of 0.84 means they have usually moved in the same direction. JLPSX charges 1.45%/yr vs 0.45%/yr for OIEJX.
Performance
JLPSX vs. OIEJX - Performance Comparison
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Returns By Period
In the year-to-date period, JLPSX achieves a 8.80% return, which is significantly lower than OIEJX's 17.84% return. Over the past 10 years, JLPSX has outperformed OIEJX with an annualized return of 16.39%, while OIEJX has yielded a comparatively lower 12.74% annualized return.
JLPSX
- 1D
- 1.55%
- 1M
- 2.11%
- 6M
- 8.57%
- YTD
- 8.80%
- 1Y
- 16.08%
- 3Y*
- 22.99%
- 5Y*
- 14.71%
- 10Y*
- 16.39%
- ALL TIME*
- 12.90%
OIEJX
- 1D
- 0.87%
- 1M
- 2.53%
- 6M
- 12.42%
- YTD
- 17.84%
- 1Y
- 26.99%
- 3Y*
- 19.05%
- 5Y*
- 12.41%
- 10Y*
- 12.74%
- ALL TIME*
- 12.70%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JLPSX vs. OIEJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | 8.80% | 14.83% | 37.27% | 29.98% | -18.34% | 28.75% | 26.10% | 29.96% | -7.15% | 21.43% |
OIEJX JPMorgan Equity Income Fund R6 | 17.84% | 14.95% | 19.97% | 5.05% | -1.63% | 25.41% | 3.87% | 26.61% | -4.23% | 17.85% |
Correlation
The correlation between JLPSX and OIEJX is 0.62, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.62 |
Correlation (3Y) Balances recent behavior with more history. | 0.65 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Jan 31, 2012 | 0.84 |
Over the past year, the correlation between JLPSX and OIEJX has dropped to 0.62 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
JLPSX vs. OIEJX — Risk / Return Rank
JLPSX
OIEJX
JLPSX vs. OIEJX - 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 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JLPSX | OIEJX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.39 | ||
| Sortino ratioReturn per unit of downside risk | -1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.49 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.61 | 4.01 | -2.40 |
| Martin ratioReturn relative to average drawdown | 6.59 | 15.66 | -9.07 |
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Drawdowns
JLPSX vs. OIEJX - Drawdown Comparison
The maximum JLPSX drawdown since its inception was -51.33%, which is greater than OIEJX's maximum drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for JLPSX and OIEJX.
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Drawdown Indicators
| JLPSX | OIEJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -36.88% | -14.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -7.08% | -3.98% |
Max Drawdown (3Y)Largest decline over 3 years | -19.35% | -14.16% | -5.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.68% | -14.74% | -10.94% |
Max Drawdown (10Y)Largest decline over 10 years | -35.09% | -36.88% | +1.79% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -6.91% | -2.98% | -3.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 1.81% | +0.89% |
Volatility
JLPSX vs. OIEJX - Volatility Comparison
JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) has a higher volatility of 4.41% compared to JPMorgan Equity Income Fund R6 (OIEJX) at 2.75%. This indicates that JLPSX's price experiences larger fluctuations and is considered to be riskier than OIEJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JLPSX | OIEJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 2.75% | +1.66% |
Volatility (6M)Calculated over the trailing 6-month period | 11.15% | 8.00% | +3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.65% | 10.55% | +3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.73% | 14.25% | +3.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.39% | 16.76% | +5.63% |
JLPSX vs. OIEJX - Expense Ratio Comparison
JLPSX has a 1.45% expense ratio, which is higher than OIEJX's 0.45% expense ratio.
Dividends
JLPSX vs. OIEJX - Dividend Comparison
JLPSX's dividend yield for the trailing twelve months is around 2.74%, less than OIEJX's 9.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | 2.74% | 2.98% | 12.87% | 11.67% | 32.43% | 28.14% | 28.69% | 22.82% | 17.84% | 13.85% | 4.73% | 9.24% |
OIEJX JPMorgan Equity Income Fund R6 | 9.38% | 11.06% | 14.67% | 3.01% | 3.93% | 3.57% | 2.04% | 3.01% | 5.37% | 2.70% | 2.71% | 3.03% |
Frequently Asked Questions
JLPSX and OIEJX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JLPSX has higher volatility (4.41%) compared to OIEJX (2.75%). In terms of maximum drawdown, JLPSX dropped -51.33% vs OIEJX's -36.88%.
OIEJX currently has the higher Sharpe Ratio (2.70 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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