JUESX vs. OIEJX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and JPMorgan Equity Income Fund R6 (OIEJX).
JUESX is managed by JPMorgan. OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987.
Performance
JUESX vs. OIEJX - Performance Comparison
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JUESX vs. OIEJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | -7.67% | 14.39% | 31.07% | 27.06% | -18.95% | 28.33% | 26.17% | 32.02% | -6.01% | 21.40% |
OIEJX JPMorgan Equity Income Fund R6 | 1.64% | 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, JUESX achieves a -7.67% return, which is significantly lower than OIEJX's 1.64% return. Over the past 10 years, JUESX has outperformed OIEJX with an annualized return of 14.45%, while OIEJX has yielded a comparatively lower 11.66% annualized return.
JUESX
- 1D
- 2.99%
- 1M
- -5.96%
- YTD
- -7.67%
- 6M
- -7.31%
- 1Y
- 11.28%
- 3Y*
- 17.80%
- 5Y*
- 11.35%
- 10Y*
- 14.45%
OIEJX
- 1D
- 1.91%
- 1M
- -4.62%
- YTD
- 1.64%
- 6M
- 4.35%
- 1Y
- 13.78%
- 3Y*
- 14.62%
- 5Y*
- 10.50%
- 10Y*
- 11.66%
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JUESX vs. OIEJX - Expense Ratio Comparison
JUESX has a 0.69% expense ratio, which is higher than OIEJX's 0.45% expense ratio.
Return for Risk
JUESX vs. OIEJX — Risk / Return Rank
JUESX
OIEJX
JUESX vs. OIEJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Fund Class I (JUESX) 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.
| JUESX | OIEJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.90 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.31 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.33 | -0.27 |
Martin ratioReturn relative to average drawdown | 3.88 | 5.68 | -1.81 |
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
| JUESX | OIEJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.90 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.74 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.70 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.76 | -0.37 |
Correlation
The correlation between JUESX 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
JUESX vs. OIEJX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.21%, less than OIEJX's 10.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | 6.21% | 5.73% | 11.92% | 1.94% | 4.97% | 10.64% | 6.38% | 9.92% | 14.45% | 8.60% | 4.64% | 5.94% |
OIEJX JPMorgan Equity Income Fund R6 | 10.94% | 11.06% | 14.67% | 3.01% | 3.93% | 3.57% | 2.04% | 3.01% | 5.37% | 2.70% | 2.71% | 3.03% |
Drawdowns
JUESX vs. OIEJX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, which is greater than OIEJX's maximum drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for JUESX and OIEJX.
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Drawdown Indicators
| JUESX | OIEJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -36.88% | -21.86% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -11.34% | -0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -14.74% | -9.95% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -36.88% | +3.47% |
Current DrawdownCurrent decline from peak | -9.36% | -5.30% | -4.06% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -3.03% | -9.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 2.65% | +0.62% |
Volatility
JUESX vs. OIEJX - Volatility Comparison
JPMorgan US Equity Fund Class I (JUESX) has a higher volatility of 5.55% compared to JPMorgan Equity Income Fund R6 (OIEJX) at 4.07%. This indicates that JUESX'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
| JUESX | OIEJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 4.07% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 7.87% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 15.26% | +3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 14.30% | +3.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 16.77% | +1.79% |