JNBAX vs. OIEJX
Compare and contrast key facts about JPMorgan Income Builder Fund Class A (JNBAX) and JPMorgan Equity Income Fund R6 (OIEJX).
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. OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987.
Performance
JNBAX vs. OIEJX - Performance Comparison
Loading graphics...
JNBAX vs. OIEJX - 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% |
OIEJX JPMorgan Equity Income Fund R6 | 1.64% | 14.95% | 19.97% | 5.05% | -1.63% | 25.41% | 3.87% | 26.61% | -4.23% | 17.85% |
Returns By Period
In the year-to-date period, JNBAX achieves a -0.28% return, which is significantly lower than OIEJX's 1.64% return. Over the past 10 years, JNBAX has underperformed OIEJX with an annualized return of 5.64%, while OIEJX has yielded a comparatively higher 11.66% 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%
OIEJX
- 1D
- 1.91%
- 1M
- -4.62%
- YTD
- 1.64%
- 6M
- 4.35%
- 1Y
- 13.78%
- 3Y*
- 14.62%
- 5Y*
- 10.50%
- 10Y*
- 11.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JNBAX vs. OIEJX - Expense Ratio Comparison
JNBAX has a 0.75% expense ratio, which is higher than OIEJX's 0.45% expense ratio.
Return for Risk
JNBAX vs. OIEJX — Risk / Return Rank
JNBAX
OIEJX
JNBAX vs. OIEJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund Class A (JNBAX) and JPMorgan Equity Income Fund R6 (OIEJX). 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 | OIEJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.90 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.31 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.20 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.33 | +0.52 |
Martin ratioReturn relative to average drawdown | 8.28 | 5.68 | +2.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JNBAX | OIEJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.90 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.74 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.70 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.76 | -0.20 |
Correlation
The correlation between JNBAX and OIEJX 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. OIEJX - Dividend Comparison
JNBAX's dividend yield for the trailing twelve months is around 5.18%, less than OIEJX's 10.94% 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% |
OIEJX JPMorgan Equity Income Fund R6 | 10.94% | 11.06% | 14.67% | 3.01% | 3.93% | 3.57% | 2.04% | 3.01% | 5.37% | 2.70% | 2.71% | 3.03% |
Drawdowns
JNBAX vs. OIEJX - Drawdown Comparison
The maximum JNBAX drawdown since its inception was -37.41%, roughly equal to the maximum OIEJX drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for JNBAX and OIEJX.
Loading graphics...
Drawdown Indicators
| JNBAX | OIEJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.41% | -36.88% | -0.53% |
Max Drawdown (1Y)Largest decline over 1 year | -6.20% | -11.34% | +5.14% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -14.74% | -4.52% |
Max Drawdown (10Y)Largest decline over 10 years | -23.56% | -36.88% | +13.32% |
Current DrawdownCurrent decline from peak | -4.26% | -5.30% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -3.03% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 2.65% | -1.26% |
Volatility
JNBAX vs. OIEJX - Volatility Comparison
The current volatility for JPMorgan Income Builder Fund Class A (JNBAX) is 3.66%, while JPMorgan Equity Income Fund R6 (OIEJX) has a volatility of 4.07%. This indicates that JNBAX experiences smaller price fluctuations and is considered to be less risky than OIEJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JNBAX | OIEJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.66% | 4.07% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 5.12% | 7.87% | -2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.90% | 15.26% | -7.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.75% | 14.30% | -6.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.84% | 16.77% | -8.93% |