JNBSX vs. VWINX
Compare and contrast key facts about JPMorgan Income Builder Fund (JNBSX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
JNBSX is managed by JPMorgan. It was launched on May 30, 2007. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Performance
JNBSX vs. VWINX - Performance Comparison
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JNBSX vs. VWINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNBSX JPMorgan Income Builder Fund | -0.26% | 12.87% | 7.36% | 9.34% | -12.81% | 9.19% | 6.24% | 14.95% | -4.22% | 11.89% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 0.26% | 10.98% | 5.86% | 6.99% | -9.09% | 8.48% | 8.44% | 16.39% | -2.54% | 9.29% |
Returns By Period
In the year-to-date period, JNBSX achieves a -0.26% return, which is significantly lower than VWINX's 0.26% return. Both investments have delivered pretty close results over the past 10 years, with JNBSX having a 5.82% annualized return and VWINX not far behind at 5.67%.
JNBSX
- 1D
- 1.47%
- 1M
- -3.80%
- YTD
- -0.26%
- 6M
- 1.83%
- 1Y
- 11.15%
- 3Y*
- 8.68%
- 5Y*
- 4.06%
- 10Y*
- 5.82%
VWINX
- 1D
- 0.72%
- 1M
- -2.79%
- YTD
- 0.26%
- 6M
- 1.91%
- 1Y
- 8.13%
- 3Y*
- 7.55%
- 5Y*
- 4.12%
- 10Y*
- 5.67%
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JNBSX vs. VWINX - Expense Ratio Comparison
JNBSX has a 0.60% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Return for Risk
JNBSX vs. VWINX — Risk / Return Rank
JNBSX
VWINX
JNBSX vs. VWINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund (JNBSX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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 | VWINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.23 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.73 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.24 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 1.73 | +0.14 |
Martin ratioReturn relative to average drawdown | 8.31 | 6.81 | +1.50 |
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 | VWINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.23 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.60 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.82 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 1.08 | -0.50 |
Correlation
The correlation between JNBSX and VWINX is 0.80, 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.
Dividends
JNBSX vs. VWINX - Dividend Comparison
JNBSX's dividend yield for the trailing twelve months is around 5.30%, less than VWINX's 7.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBSX JPMorgan Income Builder Fund | 5.30% | 5.16% | 5.90% | 5.07% | 4.61% | 8.53% | 3.47% | 4.17% | 4.56% | 3.89% | 4.40% | 4.20% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 7.93% | 7.86% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 3.20% | 4.00% | 5.60% |
Drawdowns
JNBSX vs. VWINX - Drawdown Comparison
The maximum JNBSX drawdown since its inception was -37.33%, which is greater than VWINX's maximum drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for JNBSX and VWINX.
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Drawdown Indicators
| JNBSX | VWINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.33% | -21.72% | -15.61% |
Max Drawdown (1Y)Largest decline over 1 year | -6.19% | -5.01% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -19.22% | -15.30% | -3.92% |
Max Drawdown (10Y)Largest decline over 10 years | -23.60% | -17.43% | -6.17% |
Current DrawdownCurrent decline from peak | -4.34% | -3.13% | -1.21% |
Average DrawdownAverage peak-to-trough decline | -4.86% | -2.64% | -2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.40% | 1.27% | +0.13% |
Volatility
JNBSX vs. VWINX - Volatility Comparison
JPMorgan Income Builder Fund (JNBSX) has a higher volatility of 3.56% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 2.25%. This indicates that JNBSX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JNBSX | VWINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 2.25% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 5.03% | 3.74% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.87% | 6.70% | +1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.75% | 6.96% | +0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.85% | 6.90% | +0.95% |