Correlation
The correlation between JNBSX and FFNAX 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. FFNAX
Compare and contrast key facts about JPMorgan Income Builder Fund (JNBSX) and Fidelity Advisor Asset Manager 40% Fund Class A (FFNAX).
JNBSX is managed by JPMorgan Chase. It was launched on May 30, 2007. FFNAX is managed by Blackrock. It was launched on Oct 9, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNBSX or FFNAX.
Performance
JNBSX vs. FFNAX - Performance Comparison
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Key characteristics
JNBSX:
1.17
FFNAX:
0.96
JNBSX:
1.51
FFNAX:
1.25
JNBSX:
1.22
FFNAX:
1.17
JNBSX:
1.19
FFNAX:
0.91
JNBSX:
5.20
FFNAX:
3.73
JNBSX:
1.68%
FFNAX:
1.86%
JNBSX:
7.99%
FFNAX:
8.08%
JNBSX:
-39.00%
FFNAX:
-31.87%
JNBSX:
0.00%
FFNAX:
-0.15%
Returns By Period
In the year-to-date period, JNBSX achieves a 3.95% return, which is significantly higher than FFNAX's 2.98% return. Both investments have delivered pretty close results over the past 10 years, with JNBSX having a 4.65% annualized return and FFNAX not far ahead at 4.88%.
JNBSX
3.95%
2.15%
1.42%
8.73%
5.00%
5.97%
4.65%
FFNAX
2.98%
2.15%
0.67%
7.20%
5.46%
5.35%
4.88%
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JNBSX vs. FFNAX - Expense Ratio Comparison
JNBSX has a 0.60% expense ratio, which is lower than FFNAX's 0.83% expense ratio.
Risk-Adjusted Performance
JNBSX vs. FFNAX — Risk-Adjusted Performance Rank
JNBSX
FFNAX
JNBSX vs. FFNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund (JNBSX) and Fidelity Advisor Asset Manager 40% Fund Class A (FFNAX). 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.
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Dividends
JNBSX vs. FFNAX - Dividend Comparison
JNBSX's dividend yield for the trailing twelve months is around 5.84%, more than FFNAX's 2.52% 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% |
FFNAX Fidelity Advisor Asset Manager 40% Fund Class A | 2.52% | 2.54% | 2.20% | 5.40% | 2.06% | 2.08% | 3.37% | 4.21% | 2.72% | 1.55% | 2.88% | 4.19% |
Drawdowns
JNBSX vs. FFNAX - Drawdown Comparison
The maximum JNBSX drawdown since its inception was -39.00%, which is greater than FFNAX's maximum drawdown of -31.87%. Use the drawdown chart below to compare losses from any high point for JNBSX and FFNAX.
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Volatility
JNBSX vs. FFNAX - Volatility Comparison
The current volatility for JPMorgan Income Builder Fund (JNBSX) is 1.52%, while Fidelity Advisor Asset Manager 40% Fund Class A (FFNAX) has a volatility of 1.76%. This indicates that JNBSX experiences smaller price fluctuations and is considered to be less risky than FFNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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