JNBSX vs. INCM
Compare and contrast key facts about JPMorgan Income Builder Fund (JNBSX) and Franklin Income Focus ETF (INCM).
JNBSX is managed by JPMorgan Chase. It was launched on May 30, 2007. INCM is an actively managed fund by Franklin. It was launched on Jun 6, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNBSX or INCM.
Correlation
The correlation between JNBSX and INCM is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
JNBSX vs. INCM - Performance Comparison
Key characteristics
JNBSX:
1.07
INCM:
0.89
JNBSX:
1.49
INCM:
1.30
JNBSX:
1.22
INCM:
1.19
JNBSX:
1.16
INCM:
0.95
JNBSX:
5.08
INCM:
4.14
JNBSX:
1.69%
INCM:
1.80%
JNBSX:
8.00%
INCM:
8.37%
JNBSX:
-39.00%
INCM:
-7.84%
JNBSX:
-0.96%
INCM:
-2.51%
Returns By Period
In the year-to-date period, JNBSX achieves a 2.39% return, which is significantly higher than INCM's 1.92% return.
JNBSX
2.39%
6.25%
1.27%
7.90%
5.41%
3.98%
INCM
1.92%
4.56%
-0.25%
6.79%
N/A
N/A
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JNBSX vs. INCM - Expense Ratio Comparison
JNBSX has a 0.60% expense ratio, which is higher than INCM's 0.38% expense ratio.
Risk-Adjusted Performance
JNBSX vs. INCM — Risk-Adjusted Performance Rank
JNBSX
INCM
JNBSX vs. INCM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund (JNBSX) and Franklin Income Focus ETF (INCM). 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. INCM - Dividend Comparison
JNBSX's dividend yield for the trailing twelve months is around 5.92%, more than INCM's 5.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBSX JPMorgan Income Builder Fund | 5.92% | 5.90% | 5.07% | 4.61% | 8.53% | 3.47% | 4.17% | 4.56% | 3.89% | 4.40% | 4.20% | 5.08% |
INCM Franklin Income Focus ETF | 5.07% | 5.07% | 3.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
JNBSX vs. INCM - Drawdown Comparison
The maximum JNBSX drawdown since its inception was -39.00%, which is greater than INCM's maximum drawdown of -7.84%. Use the drawdown chart below to compare losses from any high point for JNBSX and INCM. For additional features, visit the drawdowns tool.
Volatility
JNBSX vs. INCM - Volatility Comparison
The current volatility for JPMorgan Income Builder Fund (JNBSX) is 3.70%, while Franklin Income Focus ETF (INCM) has a volatility of 5.03%. This indicates that JNBSX experiences smaller price fluctuations and is considered to be less risky than INCM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.