JNBAX vs. JUEMX
Compare and contrast key facts about JPMorgan Income Builder Fund Class A (JNBAX) and JPMorgan U.S. Equity Fund R6 (JUEMX).
JNBAX is a passively managed fund by JPMorgan that tracks the performance of the 60% MSCI World Index (net total return) / 40% Bloomberg U.S. Aggregate Index. It was launched on May 31, 2007. JUEMX is managed by JPMorgan. It was launched on Sep 17, 1993.
Performance
JNBAX vs. JUEMX - Performance Comparison
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JNBAX vs. JUEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNBAX JPMorgan Income Builder Fund Class A | -0.28% | 12.74% | 7.22% | 9.20% | -12.97% | 8.82% | 6.09% | 14.81% | -4.46% | 11.85% |
JUEMX JPMorgan U.S. Equity Fund R6 | -7.67% | 14.75% | 31.28% | 27.37% | -18.74% | 28.66% | 26.70% | 32.40% | -5.80% | 21.70% |
Returns By Period
In the year-to-date period, JNBAX achieves a -0.28% return, which is significantly higher than JUEMX's -7.67% return. Over the past 10 years, JNBAX has underperformed JUEMX with an annualized return of 5.64%, while JUEMX has yielded a comparatively higher 14.75% annualized return.
JNBAX
- 1D
- 1.57%
- 1M
- -3.81%
- YTD
- -0.28%
- 6M
- 1.77%
- 1Y
- 11.02%
- 3Y*
- 8.51%
- 5Y*
- 3.90%
- 10Y*
- 5.64%
JUEMX
- 1D
- 2.97%
- 1M
- -5.97%
- YTD
- -7.67%
- 6M
- -7.24%
- 1Y
- 11.53%
- 3Y*
- 18.08%
- 5Y*
- 11.62%
- 10Y*
- 14.75%
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JNBAX vs. JUEMX - Expense Ratio Comparison
JNBAX has a 0.75% expense ratio, which is higher than JUEMX's 0.44% expense ratio.
Return for Risk
JNBAX vs. JUEMX — Risk / Return Rank
JNBAX
JUEMX
JNBAX vs. JUEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund Class A (JNBAX) and JPMorgan U.S. Equity Fund R6 (JUEMX). 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.
| JNBAX | JUEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.66 | +0.78 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.07 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.16 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.08 | +0.77 |
Martin ratioReturn relative to average drawdown | 8.28 | 3.99 | +4.29 |
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
| JNBAX | JUEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.66 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.67 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.80 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.79 | -0.24 |
Correlation
The correlation between JNBAX and JUEMX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JNBAX vs. JUEMX - Dividend Comparison
JNBAX's dividend yield for the trailing twelve months is around 5.18%, less than JUEMX's 6.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBAX JPMorgan Income Builder Fund Class A | 5.18% | 5.04% | 5.77% | 4.94% | 4.46% | 8.18% | 3.34% | 4.03% | 4.41% | 3.74% | 4.27% | 4.06% |
JUEMX JPMorgan U.S. Equity Fund R6 | 6.44% | 5.93% | 12.09% | 2.14% | 5.20% | 10.82% | 6.70% | 10.14% | 14.65% | 8.81% | 4.87% | 6.27% |
Drawdowns
JNBAX vs. JUEMX - Drawdown Comparison
The maximum JNBAX drawdown since its inception was -37.41%, which is greater than JUEMX's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for JNBAX and JUEMX.
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Drawdown Indicators
| JNBAX | JUEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.41% | -33.37% | -4.04% |
Max Drawdown (1Y)Largest decline over 1 year | -6.20% | -11.90% | +5.70% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -24.52% | +5.26% |
Max Drawdown (10Y)Largest decline over 10 years | -23.56% | -33.37% | +9.81% |
Current DrawdownCurrent decline from peak | -4.26% | -9.29% | +5.03% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -4.11% | -0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 3.24% | -1.85% |
Volatility
JNBAX vs. JUEMX - Volatility Comparison
The current volatility for JPMorgan Income Builder Fund Class A (JNBAX) is 3.66%, while JPMorgan U.S. Equity Fund R6 (JUEMX) has a volatility of 5.56%. This indicates that JNBAX experiences smaller price fluctuations and is considered to be less risky than JUEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JNBAX | JUEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 5.56% | -1.90% |
Volatility (6M)Calculated over the trailing 6-month period | 5.12% | 9.55% | -4.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.90% | 18.60% | -10.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.75% | 17.41% | -9.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.84% | 18.56% | -10.72% |