Correlation
The correlation between JNBSX and AMCPX is 0.83, 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.
JNBSX vs. AMCPX
Compare and contrast key facts about JPMorgan Income Builder Fund (JNBSX) and American Funds AMCAP Fund Class A (AMCPX).
JNBSX is managed by JPMorgan Chase. It was launched on May 30, 2007. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNBSX or AMCPX.
Performance
JNBSX vs. AMCPX - Performance Comparison
Loading data...
Key characteristics
JNBSX:
1.17
AMCPX:
0.65
JNBSX:
1.51
AMCPX:
0.91
JNBSX:
1.22
AMCPX:
1.13
JNBSX:
1.19
AMCPX:
0.59
JNBSX:
5.20
AMCPX:
2.14
JNBSX:
1.68%
AMCPX:
5.41%
JNBSX:
7.99%
AMCPX:
21.07%
JNBSX:
-39.00%
AMCPX:
-52.55%
JNBSX:
0.00%
AMCPX:
-3.23%
Returns By Period
In the year-to-date period, JNBSX achieves a 3.95% return, which is significantly higher than AMCPX's 1.57% return. Over the past 10 years, JNBSX has underperformed AMCPX with an annualized return of 4.65%, while AMCPX has yielded a comparatively higher 10.46% annualized return.
JNBSX
3.95%
2.15%
1.42%
8.73%
5.00%
5.97%
4.65%
AMCPX
1.57%
6.24%
-0.14%
13.08%
14.53%
11.72%
10.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JNBSX vs. AMCPX - Expense Ratio Comparison
JNBSX has a 0.60% expense ratio, which is lower than AMCPX's 0.65% expense ratio.
Risk-Adjusted Performance
JNBSX vs. AMCPX — Risk-Adjusted Performance Rank
JNBSX
AMCPX
JNBSX vs. AMCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund (JNBSX) and American Funds AMCAP Fund Class A (AMCPX). 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.
Loading data...
Dividends
JNBSX vs. AMCPX - Dividend Comparison
JNBSX's dividend yield for the trailing twelve months is around 5.84%, less than AMCPX's 8.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBSX JPMorgan Income Builder Fund | 5.84% | 5.90% | 5.08% | 4.60% | 8.53% | 3.50% | 4.17% | 4.56% | 3.90% | 4.40% | 4.20% | 5.08% |
AMCPX American Funds AMCAP Fund Class A | 8.06% | 8.19% | 3.26% | 7.54% | 5.94% | 3.88% | 4.90% | 10.89% | 5.37% | 3.81% | 8.86% | 9.33% |
Drawdowns
JNBSX vs. AMCPX - Drawdown Comparison
The maximum JNBSX drawdown since its inception was -39.00%, smaller than the maximum AMCPX drawdown of -52.55%. Use the drawdown chart below to compare losses from any high point for JNBSX and AMCPX.
Loading data...
Volatility
JNBSX vs. AMCPX - Volatility Comparison
The current volatility for JPMorgan Income Builder Fund (JNBSX) is 1.52%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.47%. This indicates that JNBSX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...