OGIAX vs. JEPAX
Compare and contrast key facts about JPMorgan Investor Balanced A (OGIAX) and JPMorgan Equity Premium Income Fund Class A (JEPAX).
OGIAX is managed by JPMorgan. It was launched on Feb 5, 1998. JEPAX is managed by JPMorgan. It was launched on Aug 31, 2018.
Performance
OGIAX vs. JEPAX - Performance Comparison
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OGIAX vs. JEPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | -3.06% | 12.46% | 9.00% | 14.74% | -13.87% | 11.73% | 13.91% | 14.05% |
JEPAX JPMorgan Equity Premium Income Fund Class A | -2.40% | 7.55% | 12.07% | 9.42% | -4.05% | 19.13% | 5.75% | 7.45% |
Returns By Period
In the year-to-date period, OGIAX achieves a -3.06% return, which is significantly lower than JEPAX's -2.40% return.
OGIAX
- 1D
- 0.06%
- 1M
- -5.34%
- YTD
- -3.06%
- 6M
- -1.59%
- 1Y
- 8.84%
- 3Y*
- 9.24%
- 5Y*
- 5.02%
- 10Y*
- 7.60%
JEPAX
- 1D
- 0.07%
- 1M
- -7.35%
- YTD
- -2.40%
- 6M
- 0.30%
- 1Y
- 4.66%
- 3Y*
- 8.21%
- 5Y*
- 7.30%
- 10Y*
- —
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OGIAX vs. JEPAX - Expense Ratio Comparison
OGIAX has a 0.97% expense ratio, which is higher than JEPAX's 0.85% expense ratio.
Return for Risk
OGIAX vs. JEPAX — Risk / Return Rank
OGIAX
JEPAX
OGIAX vs. JEPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced A (OGIAX) and JPMorgan Equity Premium Income Fund Class A (JEPAX). 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.
| OGIAX | JEPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.46 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.74 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.12 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 0.46 | +0.84 |
Martin ratioReturn relative to average drawdown | 5.58 | 2.14 | +3.44 |
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
| OGIAX | JEPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.46 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.64 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.51 | +0.21 |
Correlation
The correlation between OGIAX and JEPAX is 0.76, 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
OGIAX vs. JEPAX - Dividend Comparison
OGIAX's dividend yield for the trailing twelve months is around 5.59%, less than JEPAX's 7.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | 5.59% | 5.87% | 5.76% | 3.28% | 6.82% | 5.11% | 5.99% | 11.18% | 7.63% | 6.70% | 3.56% | 4.94% |
JEPAX JPMorgan Equity Premium Income Fund Class A | 7.45% | 7.88% | 6.95% | 8.19% | 11.98% | 5.96% | 11.35% | 5.61% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OGIAX vs. JEPAX - Drawdown Comparison
The maximum OGIAX drawdown since its inception was -29.75%, smaller than the maximum JEPAX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for OGIAX and JEPAX.
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Drawdown Indicators
| OGIAX | JEPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.75% | -32.69% | +2.94% |
Max Drawdown (1Y)Largest decline over 1 year | -6.42% | -10.43% | +4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -13.74% | -5.04% |
Max Drawdown (10Y)Largest decline over 10 years | -21.07% | — | — |
Current DrawdownCurrent decline from peak | -5.56% | -7.35% | +1.79% |
Average DrawdownAverage peak-to-trough decline | -3.59% | -3.05% | -0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 2.23% | -0.74% |
Volatility
OGIAX vs. JEPAX - Volatility Comparison
The current volatility for JPMorgan Investor Balanced A (OGIAX) is 2.88%, while JPMorgan Equity Premium Income Fund Class A (JEPAX) has a volatility of 3.45%. This indicates that OGIAX experiences smaller price fluctuations and is considered to be less risky than JEPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OGIAX | JEPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.88% | 3.45% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 4.99% | 6.50% | -1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.79% | 13.68% | -4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.91% | 11.40% | -2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.28% | 15.02% | -5.74% |