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. It was launched on May 30, 2007. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Performance
JNBSX vs. PIMIX - Performance Comparison
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JNBSX vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNBSX JPMorgan Income Builder Fund | -1.70% | 12.87% | 7.36% | 9.34% | -12.81% | 9.19% | 6.24% | 14.95% | -4.22% | 11.89% |
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Returns By Period
In the year-to-date period, JNBSX achieves a -1.70% return, which is significantly lower than PIMIX's -1.36% return. Over the past 10 years, JNBSX has outperformed PIMIX with an annualized return of 5.67%, while PIMIX has yielded a comparatively lower 4.66% annualized return.
JNBSX
- 1D
- 0.00%
- 1M
- -5.63%
- YTD
- -1.70%
- 6M
- 0.65%
- 1Y
- 9.88%
- 3Y*
- 8.16%
- 5Y*
- 3.86%
- 10Y*
- 5.67%
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
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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.
Return for Risk
JNBSX vs. PIMIX — Risk / Return Rank
JNBSX
PIMIX
JNBSX vs. PIMIX - Risk-Adjusted Trends 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.
| JNBSX | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.56 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.75 | 2.25 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.29 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.87 | -0.35 |
Martin ratioReturn relative to average drawdown | 6.89 | 7.56 | -0.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JNBSX | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.56 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.72 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 1.11 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 1.56 | -0.99 |
Correlation
The correlation between JNBSX and PIMIX is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JNBSX vs. PIMIX - Dividend Comparison
JNBSX's dividend yield for the trailing twelve months is around 5.38%, less than PIMIX's 5.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBSX JPMorgan Income Builder Fund | 5.38% | 5.16% | 5.90% | 5.07% | 4.61% | 8.53% | 3.47% | 4.17% | 4.56% | 3.89% | 4.40% | 4.20% |
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
Drawdowns
JNBSX vs. PIMIX - Drawdown Comparison
The maximum JNBSX drawdown since its inception was -37.33%, 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.
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Drawdown Indicators
| JNBSX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.33% | -13.39% | -23.94% |
Max Drawdown (1Y)Largest decline over 1 year | -6.19% | -3.69% | -2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -19.22% | -13.34% | -5.88% |
Max Drawdown (10Y)Largest decline over 10 years | -23.60% | -13.39% | -10.21% |
Current DrawdownCurrent decline from peak | -5.72% | -3.24% | -2.48% |
Average DrawdownAverage peak-to-trough decline | -4.86% | -1.69% | -3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.37% | 0.92% | +0.45% |
Volatility
JNBSX vs. PIMIX - Volatility Comparison
JPMorgan Income Builder Fund (JNBSX) has a higher volatility of 3.12% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.88%. 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.
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Volatility by Period
| JNBSX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.12% | 1.88% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 4.82% | 2.64% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.75% | 4.28% | +3.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.73% | 4.75% | +2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.83% | 4.20% | +3.63% |