OGVCX vs. JMSIX
Compare and contrast key facts about JPMorgan Government Bond Fund Class C (OGVCX) and JPMorgan Income Fund (JMSIX).
OGVCX is managed by JPMorgan. JMSIX is managed by JPMorgan. It was launched on Jun 1, 2014.
Performance
OGVCX vs. JMSIX - Performance Comparison
Loading graphics...
OGVCX vs. JMSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OGVCX JPMorgan Government Bond Fund Class C | -0.52% | 5.99% | 0.61% | 3.50% | -12.55% | -3.00% | 5.95% | 5.76% | -0.05% | 1.45% |
JMSIX JPMorgan Income Fund | -0.29% | 7.68% | 7.78% | 6.14% | -8.24% | 3.59% | 3.07% | 11.82% | 1.03% | 6.00% |
Returns By Period
In the year-to-date period, OGVCX achieves a -0.52% return, which is significantly lower than JMSIX's -0.29% return. Over the past 10 years, OGVCX has underperformed JMSIX with an annualized return of 0.36%, while JMSIX has yielded a comparatively higher 3.93% annualized 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%
JMSIX
- 1D
- 0.24%
- 1M
- -1.39%
- YTD
- -0.29%
- 6M
- 1.33%
- 1Y
- 5.02%
- 3Y*
- 6.36%
- 5Y*
- 2.78%
- 10Y*
- 3.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OGVCX vs. JMSIX - Expense Ratio Comparison
OGVCX has a 1.39% expense ratio, which is higher than JMSIX's 0.40% expense ratio.
Return for Risk
OGVCX vs. JMSIX — Risk / Return Rank
OGVCX
JMSIX
OGVCX vs. JMSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Government Bond Fund Class C (OGVCX) and JPMorgan Income Fund (JMSIX). 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 | JMSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 2.15 | -1.43 |
Sortino ratioReturn per unit of downside risk | 1.05 | 3.84 | -2.79 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.54 | -0.41 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 3.47 | -2.14 |
Martin ratioReturn relative to average drawdown | 3.66 | 13.30 | -9.64 |
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
| OGVCX | JMSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 2.15 | -1.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.76 | -0.89 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 1.02 | -0.95 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.76 | -0.21 |
Correlation
The correlation between OGVCX and JMSIX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
OGVCX vs. JMSIX - Dividend Comparison
OGVCX's dividend yield for the trailing twelve months is around 2.34%, less than JMSIX's 5.53% 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% |
JMSIX JPMorgan Income Fund | 5.53% | 5.95% | 5.78% | 4.43% | 4.78% | 4.00% | 4.95% | 5.10% | 5.43% | 5.42% | 0.46% | 0.00% |
Drawdowns
OGVCX vs. JMSIX - Drawdown Comparison
The maximum OGVCX drawdown since its inception was -19.66%, which is greater than JMSIX's maximum drawdown of -18.40%. Use the drawdown chart below to compare losses from any high point for OGVCX and JMSIX.
Loading graphics...
Drawdown Indicators
| OGVCX | JMSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.66% | -18.40% | -1.26% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -1.64% | -1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -18.01% | -11.39% | -6.62% |
Max Drawdown (10Y)Largest decline over 10 years | -19.66% | -18.40% | -1.26% |
Current DrawdownCurrent decline from peak | -7.96% | -1.39% | -6.57% |
Average DrawdownAverage peak-to-trough decline | -3.51% | -2.60% | -0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.43% | +0.57% |
Volatility
OGVCX vs. JMSIX - Volatility Comparison
JPMorgan Government Bond Fund Class C (OGVCX) has a higher volatility of 1.44% compared to JPMorgan Income Fund (JMSIX) at 0.77%. This indicates that OGVCX's price experiences larger fluctuations and is considered to be riskier than JMSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| OGVCX | JMSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.44% | 0.77% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 1.67% | +0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.17% | 2.59% | +1.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 3.70% | +1.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.57% | 3.85% | +0.72% |