NDARX vs. OIBFX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Enhanced (NDARX) and JPMorgan Investor Balanced Fund (OIBFX).
NDARX is managed by American Funds. It was launched on Aug 27, 2015. OIBFX is managed by JPMorgan Chase. It was launched on Dec 9, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NDARX or OIBFX.
Performance
NDARX vs. OIBFX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with NDARX having a 12.13% return and OIBFX slightly lower at 11.63%.
NDARX
12.13%
-1.00%
6.21%
18.41%
7.25%
N/A
OIBFX
11.63%
-0.12%
6.08%
16.15%
3.83%
2.97%
Key characteristics
| NDARX | OIBFX | |
|---|---|---|
| Sharpe Ratio | 2.55 | 2.33 |
| Sortino Ratio | 3.62 | 3.35 |
| Omega Ratio | 1.48 | 1.44 |
| Calmar Ratio | 3.20 | 1.25 |
| Martin Ratio | 17.59 | 15.32 |
| Ulcer Index | 1.04% | 1.05% |
| Daily Std Dev | 7.15% | 6.90% |
| Max Drawdown | -23.62% | -33.65% |
| Current Drawdown | -1.63% | -1.13% |
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NDARX vs. OIBFX - Expense Ratio Comparison
NDARX has a 0.34% expense ratio, which is higher than OIBFX's 0.32% expense ratio.
Correlation
The correlation between NDARX and OIBFX is 0.94, 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.
Risk-Adjusted Performance
NDARX vs. OIBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Enhanced (NDARX) and JPMorgan Investor Balanced Fund (OIBFX). 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
NDARX vs. OIBFX - Dividend Comparison
NDARX's dividend yield for the trailing twelve months is around 2.90%, more than OIBFX's 2.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | 2.90% | 3.03% | 2.93% | 2.25% | 2.59% | 2.61% | 2.88% | 2.39% | 2.50% | 0.71% | 0.00% | 0.00% |
OIBFX JPMorgan Investor Balanced Fund | 2.52% | 2.49% | 2.09% | 2.60% | 1.92% | 2.07% | 2.90% | 2.15% | 1.86% | 1.92% | 2.12% | 1.90% |
Drawdowns
NDARX vs. OIBFX - Drawdown Comparison
The maximum NDARX drawdown since its inception was -23.62%, smaller than the maximum OIBFX drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for NDARX and OIBFX. For additional features, visit the drawdowns tool.
Volatility
NDARX vs. OIBFX - Volatility Comparison
American Funds Retirement Income Portfolio - Enhanced (NDARX) and JPMorgan Investor Balanced Fund (OIBFX) have volatilities of 1.92% and 1.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.