NEIMX vs. JMGIX
Compare and contrast key facts about Neiman Large Cap Value Fund (NEIMX) and JPMorgan Managed Income Fund (JMGIX).
NEIMX is managed by Neiman Funds. It was launched on Apr 1, 2003. JMGIX is managed by BlackRock. It was launched on Sep 30, 2010.
Performance
NEIMX vs. JMGIX - Performance Comparison
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NEIMX vs. JMGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEIMX Neiman Large Cap Value Fund | 3.55% | 18.68% | 13.50% | 6.15% | -5.16% | 23.85% | -5.97% | 23.49% | -9.76% | 19.00% |
JMGIX JPMorgan Managed Income Fund | 0.35% | 4.87% | 5.36% | 4.18% | 1.13% | 0.05% | 1.32% | 3.02% | 2.07% | 1.30% |
Returns By Period
In the year-to-date period, NEIMX achieves a 3.55% return, which is significantly higher than JMGIX's 0.35% return. Over the past 10 years, NEIMX has outperformed JMGIX with an annualized return of 9.03%, while JMGIX has yielded a comparatively lower 2.37% annualized return.
NEIMX
- 1D
- -0.44%
- 1M
- -5.42%
- YTD
- 3.55%
- 6M
- 6.65%
- 1Y
- 23.29%
- 3Y*
- 14.01%
- 5Y*
- 10.16%
- 10Y*
- 9.03%
JMGIX
- 1D
- 0.10%
- 1M
- -0.30%
- YTD
- 0.35%
- 6M
- 1.50%
- 1Y
- 3.95%
- 3Y*
- 4.60%
- 5Y*
- 3.16%
- 10Y*
- 2.37%
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NEIMX vs. JMGIX - Expense Ratio Comparison
NEIMX has a 1.46% expense ratio, which is higher than JMGIX's 0.25% expense ratio.
Return for Risk
NEIMX vs. JMGIX — Risk / Return Rank
NEIMX
JMGIX
NEIMX vs. JMGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neiman Large Cap Value Fund (NEIMX) and JPMorgan Managed Income Fund (JMGIX). 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.
| NEIMX | JMGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 3.03 | -1.45 |
Sortino ratioReturn per unit of downside risk | 2.21 | 7.99 | -5.78 |
Omega ratioGain probability vs. loss probability | 1.36 | 2.48 | -1.12 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 10.96 | -8.85 |
Martin ratioReturn relative to average drawdown | 10.67 | 41.70 | -31.04 |
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
| NEIMX | JMGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 3.03 | -1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 2.53 | -2.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 2.28 | -2.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 1.97 | -1.94 |
Correlation
The correlation between NEIMX and JMGIX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NEIMX vs. JMGIX - Dividend Comparison
NEIMX's dividend yield for the trailing twelve months is around 0.73%, less than JMGIX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEIMX Neiman Large Cap Value Fund | 0.73% | 0.76% | 1.10% | 1.36% | 3.60% | 17.65% | 1.20% | 2.26% | 1.20% | 6.64% | 10.20% | 4.19% |
JMGIX JPMorgan Managed Income Fund | 3.88% | 4.34% | 5.11% | 3.77% | 1.32% | 0.45% | 1.31% | 2.58% | 2.15% | 1.39% | 0.11% | 0.01% |
Drawdowns
NEIMX vs. JMGIX - Drawdown Comparison
The maximum NEIMX drawdown since its inception was -92.94%, which is greater than JMGIX's maximum drawdown of -2.18%. Use the drawdown chart below to compare losses from any high point for NEIMX and JMGIX.
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Drawdown Indicators
| NEIMX | JMGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.94% | -2.18% | -90.76% |
Max Drawdown (1Y)Largest decline over 1 year | -10.78% | -0.40% | -10.38% |
Max Drawdown (5Y)Largest decline over 5 years | -92.94% | -0.70% | -92.24% |
Max Drawdown (10Y)Largest decline over 10 years | -92.94% | -2.18% | -90.76% |
Current DrawdownCurrent decline from peak | -90.28% | -0.30% | -89.98% |
Average DrawdownAverage peak-to-trough decline | -9.91% | -0.08% | -9.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 0.10% | +2.03% |
Volatility
NEIMX vs. JMGIX - Volatility Comparison
Neiman Large Cap Value Fund (NEIMX) has a higher volatility of 3.41% compared to JPMorgan Managed Income Fund (JMGIX) at 0.33%. This indicates that NEIMX's price experiences larger fluctuations and is considered to be riskier than JMGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEIMX | JMGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.41% | 0.33% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.30% | 0.92% | +7.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.57% | 1.45% | +14.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 576.30% | 1.26% | +575.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 407.62% | 1.04% | +406.58% |