OGIAX vs. VBIAX
Compare and contrast key facts about JPMorgan Investor Balanced A (OGIAX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
OGIAX is managed by JPMorgan. It was launched on Feb 5, 1998. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OGIAX or VBIAX.
Correlation
The correlation between OGIAX and VBIAX is 0.96, 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.
Performance
OGIAX vs. VBIAX - Performance Comparison
Key characteristics
OGIAX:
1.36
VBIAX:
1.96
OGIAX:
1.86
VBIAX:
2.72
OGIAX:
1.26
VBIAX:
1.36
OGIAX:
1.14
VBIAX:
3.55
OGIAX:
4.80
VBIAX:
10.77
OGIAX:
2.10%
VBIAX:
1.55%
OGIAX:
7.37%
VBIAX:
8.48%
OGIAX:
-33.96%
VBIAX:
-35.90%
OGIAX:
-2.84%
VBIAX:
-0.31%
Returns By Period
The year-to-date returns for both investments are quite close, with OGIAX having a 3.00% return and VBIAX slightly higher at 3.01%. Over the past 10 years, OGIAX has underperformed VBIAX with an annualized return of 2.64%, while VBIAX has yielded a comparatively higher 8.27% annualized return.
OGIAX
3.00%
1.70%
0.96%
9.06%
3.34%
2.64%
VBIAX
3.01%
1.63%
5.87%
15.57%
8.10%
8.27%
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OGIAX vs. VBIAX - Expense Ratio Comparison
OGIAX has a 0.97% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Risk-Adjusted Performance
OGIAX vs. VBIAX — Risk-Adjusted Performance Rank
OGIAX
VBIAX
OGIAX vs. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced A (OGIAX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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
OGIAX vs. VBIAX - Dividend Comparison
OGIAX's dividend yield for the trailing twelve months is around 2.90%, less than VBIAX's 5.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | 2.90% | 2.99% | 2.25% | 1.81% | 2.36% | 1.69% | 1.86% | 2.62% | 1.90% | 1.61% | 1.65% | 1.88% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.11% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% |
Drawdowns
OGIAX vs. VBIAX - Drawdown Comparison
The maximum OGIAX drawdown since its inception was -33.96%, smaller than the maximum VBIAX drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for OGIAX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
OGIAX vs. VBIAX - Volatility Comparison
The current volatility for JPMorgan Investor Balanced A (OGIAX) is 1.76%, while Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a volatility of 2.09%. This indicates that OGIAX experiences smaller price fluctuations and is considered to be less risky than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.