OGIAX vs. VWINX
Compare and contrast key facts about JPMorgan Investor Balanced A (OGIAX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
OGIAX is managed by JPMorgan. It was launched on Feb 5, 1998. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OGIAX or VWINX.
Correlation
The correlation between OGIAX and VWINX 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.
Performance
OGIAX vs. VWINX - Performance Comparison
Key characteristics
OGIAX:
1.17
VWINX:
1.43
OGIAX:
1.59
VWINX:
1.97
OGIAX:
1.22
VWINX:
1.26
OGIAX:
0.93
VWINX:
2.14
OGIAX:
4.38
VWINX:
6.23
OGIAX:
1.99%
VWINX:
1.33%
OGIAX:
7.45%
VWINX:
5.74%
OGIAX:
-33.96%
VWINX:
-21.72%
OGIAX:
-4.16%
VWINX:
-1.25%
Returns By Period
In the year-to-date period, OGIAX achieves a 1.59% return, which is significantly lower than VWINX's 1.78% return. Over the past 10 years, OGIAX has underperformed VWINX with an annualized return of 2.66%, while VWINX has yielded a comparatively higher 5.56% annualized return.
OGIAX
1.59%
1.08%
3.52%
7.86%
3.27%
2.66%
VWINX
1.78%
1.74%
3.63%
8.57%
4.40%
5.56%
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OGIAX vs. VWINX - Expense Ratio Comparison
OGIAX has a 0.97% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Risk-Adjusted Performance
OGIAX vs. VWINX — Risk-Adjusted Performance Rank
OGIAX
VWINX
OGIAX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced A (OGIAX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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. VWINX - Dividend Comparison
OGIAX's dividend yield for the trailing twelve months is around 2.94%, less than VWINX's 6.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | 2.94% | 2.99% | 2.25% | 1.81% | 2.36% | 1.69% | 1.86% | 2.62% | 1.90% | 1.61% | 1.65% | 1.88% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 6.50% | 6.61% | 7.03% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 4.00% | 4.00% | 5.60% | 4.92% |
Drawdowns
OGIAX vs. VWINX - Drawdown Comparison
The maximum OGIAX drawdown since its inception was -33.96%, which is greater than VWINX's maximum drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for OGIAX and VWINX. For additional features, visit the drawdowns tool.
Volatility
OGIAX vs. VWINX - Volatility Comparison
JPMorgan Investor Balanced A (OGIAX) has a higher volatility of 2.23% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 1.71%. This indicates that OGIAX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.