OCSL vs. JEPIX
Compare and contrast key facts about Oaktree Specialty Lending Corporation (OCSL) and JPMorgan Equity Premium Income Fund Class I (JEPIX).
JEPIX is managed by JPMorgan Chase. It was launched on Aug 31, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OCSL or JEPIX.
Correlation
The correlation between OCSL and JEPIX is 0.38, 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.
Performance
OCSL vs. JEPIX - Performance Comparison
Key characteristics
OCSL:
-0.95
JEPIX:
1.76
OCSL:
-1.13
JEPIX:
2.46
OCSL:
0.84
JEPIX:
1.35
OCSL:
-0.74
JEPIX:
2.83
OCSL:
-1.22
JEPIX:
9.05
OCSL:
13.73%
JEPIX:
1.58%
OCSL:
17.64%
JEPIX:
8.08%
OCSL:
-59.52%
JEPIX:
-32.63%
OCSL:
-17.45%
JEPIX:
-2.83%
Returns By Period
In the year-to-date period, OCSL achieves a 2.62% return, which is significantly higher than JEPIX's 1.25% return.
OCSL
2.62%
3.91%
-4.95%
-16.68%
9.72%
6.12%
JEPIX
1.25%
2.26%
6.97%
13.26%
9.12%
N/A
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Risk-Adjusted Performance
OCSL vs. JEPIX — Risk-Adjusted Performance Rank
OCSL
JEPIX
OCSL vs. JEPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oaktree Specialty Lending Corporation (OCSL) and JPMorgan Equity Premium Income Fund Class I (JEPIX). 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
OCSL vs. JEPIX - Dividend Comparison
OCSL's dividend yield for the trailing twelve months is around 14.03%, more than JEPIX's 7.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCSL Oaktree Specialty Lending Corporation | 14.03% | 14.40% | 11.12% | 11.86% | 7.37% | 7.27% | 6.96% | 8.75% | 8.38% | 13.41% | 10.85% | 12.88% |
JEPIX JPMorgan Equity Premium Income Fund Class I | 7.11% | 7.20% | 9.70% | 12.24% | 7.58% | 11.59% | 7.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OCSL vs. JEPIX - Drawdown Comparison
The maximum OCSL drawdown since its inception was -59.52%, which is greater than JEPIX's maximum drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for OCSL and JEPIX. For additional features, visit the drawdowns tool.
Volatility
OCSL vs. JEPIX - Volatility Comparison
Oaktree Specialty Lending Corporation (OCSL) and JPMorgan Equity Premium Income Fund Class I (JEPIX) have volatilities of 3.97% and 3.79%, 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.