OHYFX vs. JMSIX
Compare and contrast key facts about JPMorgan High Yield Fund (OHYFX) and JPMorgan Income Fund (JMSIX).
OHYFX is managed by JPMorgan Chase. It was launched on Nov 13, 1998. JMSIX is managed by JPMorgan Chase. It was launched on Jun 1, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OHYFX or JMSIX.
Correlation
The correlation between OHYFX and JMSIX is 0.21, 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.
Performance
OHYFX vs. JMSIX - Performance Comparison
Key characteristics
OHYFX:
2.69
JMSIX:
3.12
OHYFX:
3.63
JMSIX:
5.78
OHYFX:
1.61
JMSIX:
1.82
OHYFX:
2.64
JMSIX:
4.90
OHYFX:
12.62
JMSIX:
20.20
OHYFX:
0.69%
JMSIX:
0.40%
OHYFX:
3.33%
JMSIX:
2.60%
OHYFX:
-30.11%
JMSIX:
-18.41%
OHYFX:
-0.18%
JMSIX:
-0.35%
Returns By Period
In the year-to-date period, OHYFX achieves a 1.77% return, which is significantly lower than JMSIX's 2.27% return. Over the past 10 years, OHYFX has outperformed JMSIX with an annualized return of 4.16%, while JMSIX has yielded a comparatively lower 3.84% annualized return.
OHYFX
1.77%
3.23%
1.84%
8.89%
6.26%
4.16%
JMSIX
2.27%
0.98%
3.06%
8.14%
4.78%
3.84%
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OHYFX vs. JMSIX - Expense Ratio Comparison
OHYFX has a 0.65% expense ratio, which is higher than JMSIX's 0.40% expense ratio.
Risk-Adjusted Performance
OHYFX vs. JMSIX — Risk-Adjusted Performance Rank
OHYFX
JMSIX
OHYFX vs. JMSIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan High Yield Fund (OHYFX) 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.
Dividends
OHYFX vs. JMSIX - Dividend Comparison
OHYFX's dividend yield for the trailing twelve months is around 7.17%, more than JMSIX's 6.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OHYFX JPMorgan High Yield Fund | 7.17% | 7.16% | 6.47% | 6.03% | 4.73% | 4.63% | 5.76% | 6.18% | 5.68% | 5.51% | 6.17% | 5.76% |
JMSIX JPMorgan Income Fund | 6.05% | 5.78% | 5.31% | 4.80% | 4.04% | 4.84% | 5.07% | 5.42% | 5.42% | 5.47% | 5.72% | 0.92% |
Drawdowns
OHYFX vs. JMSIX - Drawdown Comparison
The maximum OHYFX drawdown since its inception was -30.11%, which is greater than JMSIX's maximum drawdown of -18.41%. Use the drawdown chart below to compare losses from any high point for OHYFX and JMSIX. For additional features, visit the drawdowns tool.
Volatility
OHYFX vs. JMSIX - Volatility Comparison
JPMorgan High Yield Fund (OHYFX) has a higher volatility of 1.19% compared to JPMorgan Income Fund (JMSIX) at 0.96%. This indicates that OHYFX'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.