JMSIX vs. DINDX

Last updated Apr 1, 2026

Compare and contrast key facts about JPMorgan Income Fund (JMSIX) and Morgan Stanley Global Fixed Income Opportunities Fund (DINDX).

JMSIX is managed by JPMorgan. It was launched on Jun 1, 2014. DINDX is an actively managed fund by Morgan Stanley. It was launched on Jul 27, 1997.

Performance

JMSIX vs. DINDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Income Fund (JMSIX) and Morgan Stanley Global Fixed Income Opportunities Fund (DINDX). The values are adjusted to include any dividend payments, if applicable.

JMSIX vs. DINDX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JMSIX JPMorgan Income Fund	-0.29%	7.68%	7.78%	6.14%	-8.24%	3.59%	3.07%	11.82%	1.03%	6.00%
DINDX Morgan Stanley Global Fixed Income Opportunities Fund	0.00%	8.28%	6.76%	8.49%	-7.06%	0.01%	5.10%	9.59%	-1.28%	7.54%

Returns By Period

JMSIX

• 1D: 0.24%
• 1M: -1.39%
• YTD: -0.29%
• 6M: 1.33%
• 1Y: 5.02%
• 3Y*: 6.36%
• 5Y*: 2.78%
• 10Y*: 3.93%

DINDX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JMSIX vs. DINDX - Expense Ratio Comparison

JMSIX has a 0.40% expense ratio, which is lower than DINDX's 0.56% expense ratio.

DINDX

Morgan Stanley Global Fixed Income Opportunities Fund

JMSIX

JPMorgan Income Fund

Return for Risk

JMSIX vs. DINDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JMSIX

JMSIX Risk / Return Rank: 96
JMSIX Sharpe Ratio Rank: 94
JMSIX Sortino Ratio Rank: 97
JMSIX Omega Ratio Rank: 95
JMSIX Calmar Ratio Rank: 96
JMSIX Martin Ratio Rank: 95

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JMSIX vs. DINDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Fund (JMSIX) and Morgan Stanley Global Fixed Income Opportunities Fund (DINDX). 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.

	JMSIX	DINDX	Difference
Sharpe ratio Return per unit of total volatility	2.15	—	—
Sortino ratio Return per unit of downside risk	3.84	—	—
Omega ratio Gain probability vs. loss probability	1.54	—	—
Calmar ratio Return relative to maximum drawdown	3.47	—	—
Martin ratio Return relative to average drawdown	13.30	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	JMSIX	DINDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.15	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.76	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.02	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.76	—	—

Correlation

The correlation between JMSIX and DINDX is 0.59, 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.

Dividends

JMSIX vs. DINDX - Dividend Comparison

JMSIX's dividend yield for the trailing twelve months is around 5.53%, while DINDX has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JMSIX JPMorgan Income Fund	5.53%	5.95%	5.78%	4.43%	4.78%	4.00%	4.95%	5.10%	5.43%	5.42%	0.46%	0.00%
DINDX Morgan Stanley Global Fixed Income Opportunities Fund	3.44%	4.69%	5.36%	4.69%	5.82%	3.52%	2.98%	3.43%	3.68%	3.13%	6.24%	4.80%

Drawdowns

Volatility

Volatility by Period

	JMSIX	DINDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.77%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.67%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	2.59%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.70%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.85%	—	—