Correlation
The correlation between JNBSX and OHYFX is 0.42, 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.
JNBSX vs. OHYFX
Compare and contrast key facts about JPMorgan Income Builder Fund (JNBSX) and JPMorgan High Yield Fund (OHYFX).
JNBSX is managed by JPMorgan Chase. It was launched on May 30, 2007. OHYFX is managed by JPMorgan Chase. It was launched on Nov 13, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNBSX or OHYFX.
Performance
JNBSX vs. OHYFX - Performance Comparison
Loading data...
Key characteristics
JNBSX:
1.17
OHYFX:
2.69
JNBSX:
1.51
OHYFX:
3.56
JNBSX:
1.22
OHYFX:
1.59
JNBSX:
1.19
OHYFX:
2.69
JNBSX:
5.20
OHYFX:
12.82
JNBSX:
1.68%
OHYFX:
0.69%
JNBSX:
7.99%
OHYFX:
3.43%
JNBSX:
-39.00%
OHYFX:
-29.34%
JNBSX:
0.00%
OHYFX:
-0.61%
Returns By Period
In the year-to-date period, JNBSX achieves a 3.95% return, which is significantly higher than OHYFX's 2.08% return. Over the past 10 years, JNBSX has outperformed OHYFX with an annualized return of 4.65%, while OHYFX has yielded a comparatively lower 4.17% annualized return.
JNBSX
3.95%
2.15%
1.42%
8.73%
5.00%
5.97%
4.65%
OHYFX
2.08%
0.78%
1.46%
8.82%
6.10%
5.65%
4.17%
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. OHYFX - Expense Ratio Comparison
JNBSX has a 0.60% expense ratio, which is lower than OHYFX's 0.65% expense ratio.
Risk-Adjusted Performance
JNBSX vs. OHYFX — Risk-Adjusted Performance Rank
JNBSX
OHYFX
JNBSX vs. OHYFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund (JNBSX) and JPMorgan High Yield Fund (OHYFX). 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.
Loading data...
Dividends
JNBSX vs. OHYFX - Dividend Comparison
JNBSX's dividend yield for the trailing twelve months is around 5.84%, less than OHYFX's 6.62% 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% |
OHYFX JPMorgan High Yield Fund | 6.62% | 7.16% | 6.47% | 6.03% | 4.73% | 4.63% | 5.76% | 6.18% | 5.68% | 5.51% | 6.23% | 7.96% |
Drawdowns
JNBSX vs. OHYFX - Drawdown Comparison
The maximum JNBSX drawdown since its inception was -39.00%, which is greater than OHYFX's maximum drawdown of -29.34%. Use the drawdown chart below to compare losses from any high point for JNBSX and OHYFX.
Loading data...
Volatility
JNBSX vs. OHYFX - Volatility Comparison
JPMorgan Income Builder Fund (JNBSX) has a higher volatility of 1.52% compared to JPMorgan High Yield Fund (OHYFX) at 1.07%. This indicates that JNBSX's price experiences larger fluctuations and is considered to be riskier than OHYFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...