JMSIX vs. DODIX
Compare and contrast key facts about JPMorgan Income Fund (JMSIX) and Dodge & Cox Income Fund (DODIX).
JMSIX is managed by JPMorgan Chase. It was launched on Jun 1, 2014. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMSIX or DODIX.
Correlation
The correlation between JMSIX and DODIX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
JMSIX vs. DODIX - Performance Comparison
Key characteristics
JMSIX:
3.48
DODIX:
1.32
JMSIX:
6.59
DODIX:
1.96
JMSIX:
1.96
DODIX:
1.23
JMSIX:
5.51
DODIX:
0.71
JMSIX:
22.93
DODIX:
3.34
JMSIX:
0.39%
DODIX:
2.24%
JMSIX:
2.61%
DODIX:
5.65%
JMSIX:
-18.40%
DODIX:
-18.50%
JMSIX:
-0.47%
DODIX:
-3.22%
Returns By Period
In the year-to-date period, JMSIX achieves a 1.88% return, which is significantly lower than DODIX's 2.59% return. Over the past 10 years, JMSIX has outperformed DODIX with an annualized return of 3.81%, while DODIX has yielded a comparatively lower 2.09% annualized return.
JMSIX
1.88%
0.27%
3.08%
9.01%
5.11%
3.81%
DODIX
2.59%
0.56%
1.68%
7.75%
0.75%
2.09%
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JMSIX vs. DODIX - Expense Ratio Comparison
JMSIX has a 0.40% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
JMSIX vs. DODIX — Risk-Adjusted Performance Rank
JMSIX
DODIX
JMSIX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Fund (JMSIX) and Dodge & Cox Income Fund (DODIX). 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
JMSIX vs. DODIX - Dividend Comparison
JMSIX's dividend yield for the trailing twelve months is around 5.98%, more than DODIX's 4.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMSIX JPMorgan Income Fund | 5.98% | 5.78% | 5.31% | 4.80% | 4.04% | 4.84% | 5.07% | 5.42% | 5.42% | 5.47% | 5.72% | 0.92% |
DODIX Dodge & Cox Income Fund | 4.18% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
JMSIX vs. DODIX - Drawdown Comparison
The maximum JMSIX drawdown since its inception was -18.40%, roughly equal to the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for JMSIX and DODIX. For additional features, visit the drawdowns tool.
Volatility
JMSIX vs. DODIX - Volatility Comparison
The current volatility for JPMorgan Income Fund (JMSIX) is 1.18%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.35%. This indicates that JMSIX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.