JNBSX vs. CAPAX
Compare and contrast key facts about JPMorgan Income Builder Fund (JNBSX) and Federated Hermes Capital Income Fund (CAPAX).
JNBSX is managed by JPMorgan Chase. It was launched on May 30, 2007. CAPAX is managed by Federated. It was launched on May 26, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNBSX or CAPAX.
Correlation
The correlation between JNBSX and CAPAX is 0.90, 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.
Performance
JNBSX vs. CAPAX - Performance Comparison
Key characteristics
JNBSX:
1.45
CAPAX:
2.02
JNBSX:
2.01
CAPAX:
2.80
JNBSX:
1.27
CAPAX:
1.38
JNBSX:
1.00
CAPAX:
3.37
JNBSX:
6.91
CAPAX:
11.36
JNBSX:
1.34%
CAPAX:
1.05%
JNBSX:
6.42%
CAPAX:
5.89%
JNBSX:
-23.60%
CAPAX:
-59.17%
JNBSX:
-1.13%
CAPAX:
0.00%
Returns By Period
In the year-to-date period, JNBSX achieves a 1.84% return, which is significantly lower than CAPAX's 2.30% return. Over the past 10 years, JNBSX has underperformed CAPAX with an annualized return of 4.17%, while CAPAX has yielded a comparatively higher 4.54% annualized return.
JNBSX
1.84%
1.84%
4.35%
8.59%
3.06%
4.17%
CAPAX
2.30%
2.30%
6.24%
11.78%
5.59%
4.54%
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JNBSX vs. CAPAX - Expense Ratio Comparison
JNBSX has a 0.60% expense ratio, which is lower than CAPAX's 0.88% expense ratio.
Risk-Adjusted Performance
JNBSX vs. CAPAX — Risk-Adjusted Performance Rank
JNBSX
CAPAX
JNBSX vs. CAPAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund (JNBSX) and Federated Hermes Capital Income Fund (CAPAX). 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
JNBSX vs. CAPAX - Dividend Comparison
JNBSX's dividend yield for the trailing twelve months is around 5.44%, more than CAPAX's 2.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBSX JPMorgan Income Builder Fund | 5.44% | 5.90% | 5.56% | 4.60% | 4.09% | 3.50% | 4.03% | 4.81% | 3.90% | 4.40% | 4.20% | 4.90% |
CAPAX Federated Hermes Capital Income Fund | 2.94% | 3.23% | 3.37% | 3.69% | 3.31% | 3.45% | 3.64% | 4.43% | 3.91% | 4.23% | 6.00% | 6.10% |
Drawdowns
JNBSX vs. CAPAX - Drawdown Comparison
The maximum JNBSX drawdown since its inception was -23.60%, smaller than the maximum CAPAX drawdown of -59.17%. Use the drawdown chart below to compare losses from any high point for JNBSX and CAPAX. For additional features, visit the drawdowns tool.
Volatility
JNBSX vs. CAPAX - Volatility Comparison
JPMorgan Income Builder Fund (JNBSX) has a higher volatility of 2.06% compared to Federated Hermes Capital Income Fund (CAPAX) at 1.78%. This indicates that JNBSX's price experiences larger fluctuations and is considered to be riskier than CAPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.