Correlation
The correlation between OGIAX and FASMX is 0.92, 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.
OGIAX vs. FASMX
Compare and contrast key facts about JPMorgan Investor Balanced A (OGIAX) and Fidelity Asset Manager 50% Fund (FASMX).
OGIAX is managed by JPMorgan. It was launched on Feb 5, 1998. FASMX is managed by Blackrock. It was launched on Dec 28, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OGIAX or FASMX.
Performance
OGIAX vs. FASMX - Performance Comparison
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Key characteristics
OGIAX:
0.87
FASMX:
0.80
OGIAX:
1.26
FASMX:
1.14
OGIAX:
1.18
FASMX:
1.16
OGIAX:
0.92
FASMX:
0.82
OGIAX:
3.81
FASMX:
3.41
OGIAX:
2.10%
FASMX:
2.22%
OGIAX:
9.32%
FASMX:
9.79%
OGIAX:
-29.74%
FASMX:
-37.37%
OGIAX:
-0.26%
FASMX:
0.00%
Returns By Period
In the year-to-date period, OGIAX achieves a 2.98% return, which is significantly lower than FASMX's 3.61% return. Both investments have delivered pretty close results over the past 10 years, with OGIAX having a 6.07% annualized return and FASMX not far behind at 5.89%.
OGIAX
2.98%
3.34%
0.70%
8.07%
6.92%
7.55%
6.07%
FASMX
3.61%
3.69%
1.52%
7.75%
6.47%
6.86%
5.89%
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OGIAX vs. FASMX - Expense Ratio Comparison
OGIAX has a 0.97% expense ratio, which is higher than FASMX's 0.62% expense ratio.
Risk-Adjusted Performance
OGIAX vs. FASMX — Risk-Adjusted Performance Rank
OGIAX
FASMX
OGIAX vs. FASMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced A (OGIAX) and Fidelity Asset Manager 50% Fund (FASMX). 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.
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Dividends
OGIAX vs. FASMX - Dividend Comparison
OGIAX's dividend yield for the trailing twelve months is around 5.66%, more than FASMX's 3.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | 5.66% | 5.76% | 3.31% | 6.81% | 4.17% | 5.99% | 6.52% | 7.63% | 6.71% | 3.56% | 4.94% | 3.74% |
FASMX Fidelity Asset Manager 50% Fund | 3.78% | 3.88% | 2.18% | 6.78% | 2.91% | 2.40% | 4.21% | 5.28% | 4.32% | 2.07% | 5.77% | 8.52% |
Drawdowns
OGIAX vs. FASMX - Drawdown Comparison
The maximum OGIAX drawdown since its inception was -29.74%, smaller than the maximum FASMX drawdown of -37.37%. Use the drawdown chart below to compare losses from any high point for OGIAX and FASMX.
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Volatility
OGIAX vs. FASMX - Volatility Comparison
JPMorgan Investor Balanced A (OGIAX) has a higher volatility of 2.21% compared to Fidelity Asset Manager 50% Fund (FASMX) at 1.94%. This indicates that OGIAX's price experiences larger fluctuations and is considered to be riskier than FASMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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