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.
Key characteristics
| JNBSX | INPAX | |
|---|---|---|
| YTD Return | 7.90% | 9.64% |
| 1Y Return | 18.72% | 20.07% |
| 3Y Return (Ann) | 1.22% | 3.87% |
| 5Y Return (Ann) | 4.00% | 6.17% |
| 10Y Return (Ann) | 4.55% | 5.88% |
| Sharpe Ratio | 2.93 | 3.45 |
| Sortino Ratio | 4.38 | 5.14 |
| Omega Ratio | 1.59 | 1.71 |
| Calmar Ratio | 1.46 | 2.37 |
| Martin Ratio | 19.39 | 24.47 |
| Ulcer Index | 1.02% | 0.85% |
| Daily Std Dev | 6.76% | 6.05% |
| Max Drawdown | -23.60% | -21.25% |
| Current Drawdown | -2.31% | -1.67% |
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.
Performance
JNBSX vs. INPAX - Performance Comparison
In the year-to-date period, JNBSX achieves a 7.90% return, which is significantly lower than INPAX's 9.64% return. Over the past 10 years, JNBSX has underperformed INPAX with an annualized return of 4.55%, while INPAX has yielded a comparatively higher 5.88% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JNBSX vs. INPAX - Expense Ratio Comparison
JNBSX has a 0.60% expense ratio, which is higher than INPAX's 0.33% expense ratio.
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 5.56%, more than INPAX's 4.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBSX JPMorgan Income Builder Fund | 5.56% | 5.07% | 4.61% | 8.53% | 3.47% | 4.17% | 4.56% | 3.89% | 4.40% | 4.20% | 5.08% | 4.47% |
INPAX American Funds Conservative Growth and Income Portfolio | 4.68% | 4.81% | 4.90% | 4.43% | 5.59% | 4.57% | 4.85% | 3.29% | 3.58% | 3.90% | 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) and American Funds Conservative Growth and Income Portfolio (INPAX) have volatilities of 1.25% and 1.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.