JNBSX vs. INPAX
Compare and contrast key facts about JPMorgan Income Builder Fund (JNBSX) and American Funds Conservative Growth and Income Portfolio (INPAX).
JNBSX is managed by JPMorgan Chase. It was launched on May 30, 2007. INPAX is managed by American Funds. It was launched on May 17, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNBSX or INPAX.
Performance
JNBSX vs. INPAX - Performance Comparison
Returns By Period
In the year-to-date period, JNBSX achieves a 8.44% return, which is significantly lower than INPAX's 9.88% return. Over the past 10 years, JNBSX has underperformed INPAX with an annualized return of 4.08%, while INPAX has yielded a comparatively higher 5.80% annualized return.
JNBSX
8.44%
-1.62%
4.92%
14.66%
3.23%
4.08%
INPAX
9.88%
-1.46%
5.47%
15.83%
6.15%
5.80%
Key characteristics
| JNBSX | INPAX | |
|---|---|---|
| Sharpe Ratio | 2.37 | 2.80 |
| Sortino Ratio | 3.41 | 4.01 |
| Omega Ratio | 1.46 | 1.54 |
| Calmar Ratio | 1.11 | 3.07 |
| Martin Ratio | 13.81 | 18.05 |
| Ulcer Index | 1.09% | 0.90% |
| Daily Std Dev | 6.34% | 5.79% |
| Max Drawdown | -23.60% | -21.25% |
| Current Drawdown | -1.82% | -1.46% |
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. INPAX - Expense Ratio Comparison
JNBSX has a 0.60% expense ratio, which is higher than INPAX's 0.33% expense ratio.
Correlation
The correlation between JNBSX and INPAX is 0.92, 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.
Risk-Adjusted Performance
JNBSX vs. INPAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund (JNBSX) and American Funds Conservative Growth and Income Portfolio (INPAX). 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. INPAX - Dividend Comparison
JNBSX's dividend yield for the trailing twelve months is around 5.53%, more than INPAX's 3.83% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBSX JPMorgan Income Builder Fund | 5.53% | 5.08% | 4.60% | 4.09% | 3.50% | 4.03% | 4.56% | 3.90% | 4.40% | 4.20% | 4.90% | 4.47% |
INPAX American Funds Conservative Growth and Income Portfolio | 3.83% | 3.91% | 3.41% | 2.64% | 3.52% | 3.28% | 3.36% | 2.84% | 3.17% | 3.44% | 4.68% | 3.78% |
Drawdowns
JNBSX vs. INPAX - Drawdown Comparison
The maximum JNBSX drawdown since its inception was -23.60%, which is greater than INPAX's maximum drawdown of -21.25%. Use the drawdown chart below to compare losses from any high point for JNBSX and INPAX. For additional features, visit the drawdowns tool.
Volatility
JNBSX vs. INPAX - Volatility Comparison
JPMorgan Income Builder Fund (JNBSX) has a higher volatility of 1.60% compared to American Funds Conservative Growth and Income Portfolio (INPAX) at 1.50%. This indicates that JNBSX's price experiences larger fluctuations and is considered to be riskier than INPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.