JMSIX vs. POMIX
Compare and contrast key facts about JPMorgan Income Fund (JMSIX) and T. Rowe Price Total Equity Market Index Fund (POMIX).
JMSIX is managed by JPMorgan. It was launched on Jun 1, 2014. POMIX is managed by T. Rowe Price. It was launched on Jan 30, 1998.
Performance
JMSIX vs. POMIX - Performance Comparison
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JMSIX vs. POMIX - 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% |
POMIX T. Rowe Price Total Equity Market Index Fund | -6.71% | 18.47% | 23.48% | 26.38% | -19.64% | 25.39% | 19.82% | 30.95% | -5.57% | 19.09% |
Returns By Period
In the year-to-date period, JMSIX achieves a -0.29% return, which is significantly higher than POMIX's -6.71% return. Over the past 10 years, JMSIX has underperformed POMIX with an annualized return of 3.93%, while POMIX has yielded a comparatively higher 13.02% annualized return.
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%
POMIX
- 1D
- -0.45%
- 1M
- -7.76%
- YTD
- -6.71%
- 6M
- -3.17%
- 1Y
- 16.21%
- 3Y*
- 17.16%
- 5Y*
- 10.35%
- 10Y*
- 13.02%
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JMSIX vs. POMIX - Expense Ratio Comparison
JMSIX has a 0.40% expense ratio, which is higher than POMIX's 0.20% expense ratio.
Return for Risk
JMSIX vs. POMIX — Risk / Return Rank
JMSIX
POMIX
JMSIX vs. POMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Fund (JMSIX) and T. Rowe Price Total Equity Market Index Fund (POMIX). 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 | POMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.15 | 0.93 | +1.22 |
Sortino ratioReturn per unit of downside risk | 3.84 | 1.44 | +2.40 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.22 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 3.47 | 1.13 | +2.34 |
Martin ratioReturn relative to average drawdown | 13.30 | 5.46 | +7.84 |
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
| JMSIX | POMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.15 | 0.93 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.60 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.02 | 0.71 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.42 | +0.35 |
Correlation
The correlation between JMSIX and POMIX is 0.22, 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.
Dividends
JMSIX vs. POMIX - Dividend Comparison
JMSIX's dividend yield for the trailing twelve months is around 5.53%, more than POMIX's 3.53% yield.
| 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% |
POMIX T. Rowe Price Total Equity Market Index Fund | 3.53% | 3.29% | 1.76% | 1.46% | 1.49% | 1.53% | 1.55% | 1.91% | 2.89% | 0.20% | 2.41% | 2.08% |
Drawdowns
JMSIX vs. POMIX - Drawdown Comparison
The maximum JMSIX drawdown since its inception was -18.40%, smaller than the maximum POMIX drawdown of -55.54%. Use the drawdown chart below to compare losses from any high point for JMSIX and POMIX.
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Drawdown Indicators
| JMSIX | POMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.40% | -55.54% | +37.14% |
Max Drawdown (1Y)Largest decline over 1 year | -1.64% | -12.46% | +10.82% |
Max Drawdown (5Y)Largest decline over 5 years | -11.39% | -25.56% | +14.17% |
Max Drawdown (10Y)Largest decline over 10 years | -18.40% | -35.05% | +16.65% |
Current DrawdownCurrent decline from peak | -1.39% | -8.83% | +7.44% |
Average DrawdownAverage peak-to-trough decline | -2.60% | -10.71% | +8.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.43% | 2.92% | -2.49% |
Volatility
JMSIX vs. POMIX - Volatility Comparison
The current volatility for JPMorgan Income Fund (JMSIX) is 0.77%, while T. Rowe Price Total Equity Market Index Fund (POMIX) has a volatility of 4.38%. This indicates that JMSIX experiences smaller price fluctuations and is considered to be less risky than POMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JMSIX | POMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 4.38% | -3.61% |
Volatility (6M)Calculated over the trailing 6-month period | 1.67% | 9.11% | -7.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.59% | 18.58% | -15.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.70% | 17.52% | -13.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.85% | 18.48% | -14.63% |