JNBSX vs. PIMIX
Compare and contrast key facts about JPMorgan Income Builder Fund (JNBSX) and PIMCO Income Fund Institutional Class (PIMIX).
JNBSX is managed by JPMorgan Chase. It was launched on May 30, 2007. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNBSX or PIMIX.
Key characteristics
| JNBSX | PIMIX | |
|---|---|---|
| YTD Return | 7.90% | 4.21% |
| 1Y Return | 18.72% | 10.73% |
| 3Y Return (Ann) | 1.22% | 2.05% |
| 5Y Return (Ann) | 4.00% | 3.14% |
| 10Y Return (Ann) | 4.55% | 4.15% |
| Sharpe Ratio | 2.93 | 2.55 |
| Sortino Ratio | 4.38 | 3.99 |
| Omega Ratio | 1.59 | 1.52 |
| Calmar Ratio | 1.46 | 2.51 |
| Martin Ratio | 19.39 | 14.67 |
| Ulcer Index | 1.02% | 0.80% |
| Daily Std Dev | 6.76% | 4.59% |
| Max Drawdown | -23.60% | -13.39% |
| Current Drawdown | -2.31% | -2.31% |
Correlation
The correlation between JNBSX and PIMIX is 0.40, 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. PIMIX - Performance Comparison
In the year-to-date period, JNBSX achieves a 7.90% return, which is significantly higher than PIMIX's 4.21% return. Over the past 10 years, JNBSX has outperformed PIMIX with an annualized return of 4.55%, while PIMIX has yielded a comparatively lower 4.15% 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. PIMIX - Expense Ratio Comparison
JNBSX has a 0.60% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
JNBSX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund (JNBSX) and PIMCO Income Fund Institutional Class (PIMIX). 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. PIMIX - Dividend Comparison
JNBSX's dividend yield for the trailing twelve months is around 5.56%, less than PIMIX's 5.73% 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% |
PIMIX PIMCO Income Fund Institutional Class | 5.73% | 6.73% | 6.39% | 4.02% | 4.84% | 5.80% | 5.62% | 5.39% | 5.57% | 7.92% | 6.51% | 5.60% |
Drawdowns
JNBSX vs. PIMIX - Drawdown Comparison
The maximum JNBSX drawdown since its inception was -23.60%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for JNBSX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
JNBSX vs. PIMIX - Volatility Comparison
JPMorgan Income Builder Fund (JNBSX) has a higher volatility of 1.25% compared to PIMCO Income Fund Institutional Class (PIMIX) at 0.73%. This indicates that JNBSX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.