OGIAX vs. JHEQX
Compare and contrast key facts about JPMorgan Investor Balanced A (OGIAX) and JPMorgan Hedged Equity Fund Class I (JHEQX).
OGIAX is managed by JPMorgan. It was launched on Feb 5, 1998. JHEQX is managed by JPMorgan. It was launched on Dec 13, 2013.
Performance
OGIAX vs. JHEQX - Performance Comparison
Loading graphics...
OGIAX vs. JHEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | -2.04% | 12.46% | 9.00% | 14.74% | -13.87% | 11.73% | 13.91% | 22.60% | -5.01% | 13.03% |
JHEQX JPMorgan Hedged Equity Fund Class I | -4.94% | 7.49% | 18.23% | 16.07% | -8.05% | 13.43% | 14.10% | 13.31% | -0.72% | 12.70% |
Returns By Period
In the year-to-date period, OGIAX achieves a -2.04% return, which is significantly higher than JHEQX's -4.94% return. Over the past 10 years, OGIAX has underperformed JHEQX with an annualized return of 7.71%, while JHEQX has yielded a comparatively higher 8.72% annualized return.
OGIAX
- 1D
- 1.05%
- 1M
- -3.95%
- YTD
- -2.04%
- 6M
- -0.85%
- 1Y
- 9.70%
- 3Y*
- 9.62%
- 5Y*
- 5.06%
- 10Y*
- 7.71%
JHEQX
- 1D
- 0.75%
- 1M
- -5.47%
- YTD
- -4.94%
- 6M
- -2.73%
- 1Y
- 7.14%
- 3Y*
- 9.50%
- 5Y*
- 6.83%
- 10Y*
- 8.72%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OGIAX vs. JHEQX - Expense Ratio Comparison
OGIAX has a 0.97% expense ratio, which is higher than JHEQX's 0.58% expense ratio.
Return for Risk
OGIAX vs. JHEQX — Risk / Return Rank
OGIAX
JHEQX
OGIAX vs. JHEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced A (OGIAX) and JPMorgan Hedged Equity Fund Class I (JHEQX). 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 | JHEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.72 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.10 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.17 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.07 | +0.51 |
Martin ratioReturn relative to average drawdown | 6.69 | 4.43 | +2.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| OGIAX | JHEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.72 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.77 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.93 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.84 | -0.12 |
Correlation
The correlation between OGIAX and JHEQX is 0.88, 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. JHEQX - Dividend Comparison
OGIAX's dividend yield for the trailing twelve months is around 5.53%, more than JHEQX's 0.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | 5.53% | 5.87% | 5.76% | 3.28% | 6.82% | 5.11% | 5.99% | 11.18% | 7.63% | 6.70% | 3.56% | 4.94% |
JHEQX JPMorgan Hedged Equity Fund Class I | 0.64% | 0.65% | 0.75% | 0.98% | 0.99% | 0.71% | 1.11% | 1.11% | 1.13% | 0.99% | 1.35% | 1.21% |
Drawdowns
OGIAX vs. JHEQX - Drawdown Comparison
The maximum OGIAX drawdown since its inception was -29.75%, which is greater than JHEQX's maximum drawdown of -18.85%. Use the drawdown chart below to compare losses from any high point for OGIAX and JHEQX.
Loading graphics...
Drawdown Indicators
| OGIAX | JHEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.75% | -18.85% | -10.90% |
Max Drawdown (1Y)Largest decline over 1 year | -6.42% | -6.92% | +0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -14.34% | -4.44% |
Max Drawdown (10Y)Largest decline over 10 years | -21.07% | -18.85% | -2.22% |
Current DrawdownCurrent decline from peak | -4.57% | -6.19% | +1.62% |
Average DrawdownAverage peak-to-trough decline | -3.59% | -2.16% | -1.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 1.67% | -0.15% |
Volatility
OGIAX vs. JHEQX - Volatility Comparison
JPMorgan Investor Balanced A (OGIAX) has a higher volatility of 3.16% compared to JPMorgan Hedged Equity Fund Class I (JHEQX) at 2.81%. This indicates that OGIAX's price experiences larger fluctuations and is considered to be riskier than JHEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| OGIAX | JHEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 2.81% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 5.09% | 5.56% | -0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.83% | 10.23% | -1.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.92% | 8.89% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.28% | 9.41% | -0.13% |