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 Chase. It was launched on May 30, 2007. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNBSX or VWINX.
Correlation
The correlation between JNBSX and VWINX is 0.81, 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. VWINX - Performance Comparison
Key characteristics
JNBSX:
0.85
VWINX:
1.10
JNBSX:
1.19
VWINX:
1.54
JNBSX:
1.17
VWINX:
1.21
JNBSX:
0.71
VWINX:
1.38
JNBSX:
4.30
VWINX:
5.40
JNBSX:
1.58%
VWINX:
1.38%
JNBSX:
7.98%
VWINX:
6.82%
JNBSX:
-23.60%
VWINX:
-21.72%
JNBSX:
-4.38%
VWINX:
-3.14%
Returns By Period
In the year-to-date period, JNBSX achieves a -1.15% return, which is significantly lower than VWINX's 0.38% return. Over the past 10 years, JNBSX has underperformed VWINX with an annualized return of 3.64%, while VWINX has yielded a comparatively higher 5.00% annualized return.
JNBSX
-1.15%
-3.18%
-3.54%
7.35%
4.70%
3.64%
VWINX
0.38%
-2.30%
-2.20%
8.01%
4.47%
5.00%
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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.
Risk-Adjusted Performance
JNBSX vs. VWINX — Risk-Adjusted Performance Rank
JNBSX
VWINX
JNBSX vs. VWINX - Risk-Adjusted Performance 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.
Dividends
JNBSX vs. VWINX - Dividend Comparison
JNBSX's dividend yield for the trailing twelve months is around 6.05%, less than VWINX's 6.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBSX JPMorgan Income Builder Fund | 6.05% | 5.90% | 5.08% | 4.60% | 4.09% | 3.50% | 4.03% | 4.56% | 3.90% | 4.40% | 4.20% | 4.90% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 6.73% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 4.00% | 4.00% | 5.60% | 4.92% |
Drawdowns
JNBSX vs. VWINX - Drawdown Comparison
The maximum JNBSX drawdown since its inception was -23.60%, 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. For additional features, visit the drawdowns tool.
Volatility
JNBSX vs. VWINX - Volatility Comparison
JPMorgan Income Builder Fund (JNBSX) has a higher volatility of 5.14% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 4.19%. 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.