JMTSX vs. OHYFX
Compare and contrast key facts about JPMorgan Total Return Fund (JMTSX) and JPMorgan High Yield Fund (OHYFX).
JMTSX is managed by JPMorgan Chase. It was launched on Jun 16, 2008. OHYFX is managed by JPMorgan Chase. It was launched on Nov 13, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JMTSX or OHYFX.
Correlation
The correlation between JMTSX and OHYFX is 0.23, 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
JMTSX vs. OHYFX - Performance Comparison
Key characteristics
JMTSX:
1.16
OHYFX:
2.73
JMTSX:
1.71
OHYFX:
3.79
JMTSX:
1.20
OHYFX:
1.64
JMTSX:
0.39
OHYFX:
2.73
JMTSX:
2.67
OHYFX:
13.78
JMTSX:
2.17%
OHYFX:
0.65%
JMTSX:
5.00%
OHYFX:
3.30%
JMTSX:
-20.09%
OHYFX:
-29.34%
JMTSX:
-9.71%
OHYFX:
-1.76%
Returns By Period
In the year-to-date period, JMTSX achieves a 1.62% return, which is significantly higher than OHYFX's 0.14% return. Over the past 10 years, JMTSX has underperformed OHYFX with an annualized return of 1.11%, while OHYFX has yielded a comparatively higher 4.00% annualized return.
JMTSX
1.62%
-0.97%
-0.24%
5.55%
-1.26%
1.11%
OHYFX
0.14%
-1.31%
0.42%
9.01%
5.87%
4.00%
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JMTSX vs. OHYFX - Expense Ratio Comparison
JMTSX has a 0.56% expense ratio, which is lower than OHYFX's 0.65% expense ratio.
Risk-Adjusted Performance
JMTSX vs. OHYFX — Risk-Adjusted Performance Rank
JMTSX
OHYFX
JMTSX vs. OHYFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Total Return Fund (JMTSX) and JPMorgan High Yield Fund (OHYFX). 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
JMTSX vs. OHYFX - Dividend Comparison
JMTSX's dividend yield for the trailing twelve months is around 3.58%, less than OHYFX's 7.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMTSX JPMorgan Total Return Fund | 3.58% | 3.70% | 3.40% | 2.21% | 1.23% | 1.61% | 2.70% | 2.84% | 2.54% | 2.74% | 2.86% | 2.48% |
OHYFX JPMorgan High Yield Fund | 7.32% | 7.17% | 6.46% | 6.02% | 4.74% | 4.63% | 5.75% | 6.18% | 5.67% | 5.51% | 6.23% | 7.95% |
Drawdowns
JMTSX vs. OHYFX - Drawdown Comparison
The maximum JMTSX drawdown since its inception was -20.09%, smaller than the maximum OHYFX drawdown of -29.34%. Use the drawdown chart below to compare losses from any high point for JMTSX and OHYFX. For additional features, visit the drawdowns tool.
Volatility
JMTSX vs. OHYFX - Volatility Comparison
JPMorgan Total Return Fund (JMTSX) and JPMorgan High Yield Fund (OHYFX) have volatilities of 2.00% and 1.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.