JSASX vs. OIEJX
Compare and contrast key facts about JPMorgan SmartRetirement 2045 Fund (JSASX) and JPMorgan Equity Income Fund R6 (OIEJX).
JSASX is managed by JPMorgan. It was launched on Jul 30, 2007. OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987.
Performance
JSASX vs. OIEJX - Performance Comparison
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JSASX vs. OIEJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JSASX JPMorgan SmartRetirement 2045 Fund | -4.41% | 17.32% | 11.75% | 22.08% | -18.47% | 17.52% | 15.40% | 36.27% | -9.85% | 21.88% |
OIEJX JPMorgan Equity Income Fund R6 | -0.27% | 14.95% | 19.97% | 5.05% | -1.63% | 25.41% | 3.87% | 26.61% | -4.23% | 17.85% |
Returns By Period
In the year-to-date period, JSASX achieves a -4.41% return, which is significantly lower than OIEJX's -0.27% return. Over the past 10 years, JSASX has underperformed OIEJX with an annualized return of 10.50%, while OIEJX has yielded a comparatively higher 11.45% annualized return.
JSASX
- 1D
- -0.13%
- 1M
- -8.15%
- YTD
- -4.41%
- 6M
- -2.36%
- 1Y
- 12.62%
- 3Y*
- 12.86%
- 5Y*
- 6.81%
- 10Y*
- 10.50%
OIEJX
- 1D
- -0.08%
- 1M
- -6.34%
- YTD
- -0.27%
- 6M
- 2.24%
- 1Y
- 11.50%
- 3Y*
- 13.90%
- 5Y*
- 10.22%
- 10Y*
- 11.45%
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JSASX vs. OIEJX - Expense Ratio Comparison
JSASX has a 0.25% expense ratio, which is lower than OIEJX's 0.45% expense ratio.
Return for Risk
JSASX vs. OIEJX — Risk / Return Rank
JSASX
OIEJX
JSASX vs. OIEJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2045 Fund (JSASX) and JPMorgan Equity Income Fund R6 (OIEJX). 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.
| JSASX | OIEJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.85 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.24 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.02 | +0.03 |
Martin ratioReturn relative to average drawdown | 4.81 | 4.40 | +0.42 |
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
| JSASX | OIEJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.85 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.72 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.69 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.75 | -0.31 |
Correlation
The correlation between JSASX and OIEJX is 0.87, 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
JSASX vs. OIEJX - Dividend Comparison
JSASX's dividend yield for the trailing twelve months is around 5.54%, less than OIEJX's 11.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSASX JPMorgan SmartRetirement 2045 Fund | 5.54% | 5.29% | 4.39% | 1.66% | 11.21% | 16.58% | 4.42% | 18.55% | 5.43% | 3.88% | 2.93% | 3.14% |
OIEJX JPMorgan Equity Income Fund R6 | 11.15% | 11.06% | 14.67% | 3.01% | 3.93% | 3.57% | 2.04% | 3.01% | 5.37% | 2.70% | 2.71% | 3.03% |
Drawdowns
JSASX vs. OIEJX - Drawdown Comparison
The maximum JSASX drawdown since its inception was -50.36%, which is greater than OIEJX's maximum drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for JSASX and OIEJX.
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Drawdown Indicators
| JSASX | OIEJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.36% | -36.88% | -13.48% |
Max Drawdown (1Y)Largest decline over 1 year | -10.64% | -11.34% | +0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -25.70% | -14.74% | -10.96% |
Max Drawdown (10Y)Largest decline over 10 years | -33.26% | -36.88% | +3.62% |
Current DrawdownCurrent decline from peak | -8.65% | -7.08% | -1.57% |
Average DrawdownAverage peak-to-trough decline | -7.25% | -3.03% | -4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 2.63% | -0.31% |
Volatility
JSASX vs. OIEJX - Volatility Comparison
JPMorgan SmartRetirement 2045 Fund (JSASX) has a higher volatility of 4.62% compared to JPMorgan Equity Income Fund R6 (OIEJX) at 3.43%. This indicates that JSASX's price experiences larger fluctuations and is considered to be riskier than OIEJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JSASX | OIEJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 3.43% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 8.08% | 7.65% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.77% | 15.18% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.42% | 14.27% | +0.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.80% | 16.76% | -0.96% |