OGVCX vs. JEPAX
Compare and contrast key facts about JPMorgan Government Bond Fund Class C (OGVCX) and JPMorgan Equity Premium Income Fund Class A (JEPAX).
OGVCX is managed by JPMorgan. JEPAX is managed by JPMorgan. It was launched on Aug 31, 2018.
Performance
OGVCX vs. JEPAX - Performance Comparison
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OGVCX vs. JEPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
OGVCX JPMorgan Government Bond Fund Class C | -0.52% | 5.99% | 0.61% | 3.50% | -12.55% | -3.00% | 5.95% | 3.49% |
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, OGVCX achieves a -0.52% return, which is significantly higher than JEPAX's -2.40% return.
OGVCX
- 1D
- 0.52%
- 1M
- -2.23%
- YTD
- -0.52%
- 6M
- 0.35%
- 1Y
- 2.79%
- 3Y*
- 2.27%
- 5Y*
- -0.75%
- 10Y*
- 0.36%
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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OGVCX vs. JEPAX - Expense Ratio Comparison
OGVCX has a 1.39% expense ratio, which is higher than JEPAX's 0.85% expense ratio.
Return for Risk
OGVCX vs. JEPAX — Risk / Return Rank
OGVCX
JEPAX
OGVCX vs. JEPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Government Bond Fund Class C (OGVCX) 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.
| OGVCX | JEPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.46 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.05 | 0.74 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.12 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 0.46 | +0.87 |
Martin ratioReturn relative to average drawdown | 3.66 | 2.14 | +1.52 |
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
| OGVCX | JEPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.46 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.64 | -0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.51 | +0.04 |
Correlation
The correlation between OGVCX and JEPAX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
OGVCX vs. JEPAX - Dividend Comparison
OGVCX's dividend yield for the trailing twelve months is around 2.34%, less than JEPAX's 7.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGVCX JPMorgan Government Bond Fund Class C | 2.34% | 2.24% | 2.10% | 1.82% | 1.21% | 0.58% | 0.95% | 1.49% | 1.57% | 1.54% | 1.76% | 2.90% |
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
OGVCX vs. JEPAX - Drawdown Comparison
The maximum OGVCX drawdown since its inception was -19.66%, smaller than the maximum JEPAX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for OGVCX and JEPAX.
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Drawdown Indicators
| OGVCX | JEPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.66% | -32.69% | +13.03% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -10.43% | +7.69% |
Max Drawdown (5Y)Largest decline over 5 years | -18.01% | -13.74% | -4.27% |
Max Drawdown (10Y)Largest decline over 10 years | -19.66% | — | — |
Current DrawdownCurrent decline from peak | -7.96% | -7.35% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -3.05% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 2.23% | -1.23% |
Volatility
OGVCX vs. JEPAX - Volatility Comparison
The current volatility for JPMorgan Government Bond Fund Class C (OGVCX) is 1.44%, while JPMorgan Equity Premium Income Fund Class A (JEPAX) has a volatility of 3.45%. This indicates that OGVCX 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
| OGVCX | JEPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 3.45% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 6.50% | -3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.17% | 13.68% | -9.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 11.40% | -5.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.57% | 15.02% | -10.45% |