OHYFX vs. JNBSX
Compare and contrast key facts about JPMorgan High Yield Fund (OHYFX) and JPMorgan Income Builder Fund (JNBSX).
OHYFX is managed by JPMorgan Chase. It was launched on Nov 13, 1998. JNBSX is managed by JPMorgan Chase. It was launched on May 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OHYFX or JNBSX.
Correlation
The correlation between OHYFX and JNBSX is 0.46, 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.
Performance
OHYFX vs. JNBSX - Performance Comparison
Key characteristics
OHYFX:
2.69
JNBSX:
0.94
OHYFX:
3.63
JNBSX:
1.38
OHYFX:
1.61
JNBSX:
1.20
OHYFX:
2.64
JNBSX:
1.07
OHYFX:
12.63
JNBSX:
4.68
OHYFX:
0.69%
JNBSX:
1.69%
OHYFX:
3.32%
JNBSX:
8.00%
OHYFX:
-30.11%
JNBSX:
-23.60%
OHYFX:
-0.18%
JNBSX:
-0.95%
Returns By Period
In the year-to-date period, OHYFX achieves a 1.77% return, which is significantly lower than JNBSX's 2.39% return. Over the past 10 years, OHYFX has underperformed JNBSX with an annualized return of 4.19%, while JNBSX has yielded a comparatively higher 4.51% annualized return.
OHYFX
1.77%
2.74%
1.69%
8.89%
6.26%
4.19%
JNBSX
2.39%
4.01%
0.37%
7.46%
6.32%
4.51%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OHYFX vs. JNBSX - Expense Ratio Comparison
OHYFX has a 0.65% expense ratio, which is higher than JNBSX's 0.60% expense ratio.
Risk-Adjusted Performance
OHYFX vs. JNBSX — Risk-Adjusted Performance Rank
OHYFX
JNBSX
OHYFX vs. JNBSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan High Yield Fund (OHYFX) and JPMorgan Income Builder Fund (JNBSX). 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. JNBSX - Dividend Comparison
OHYFX's dividend yield for the trailing twelve months is around 7.17%, more than JNBSX's 5.91% 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% |
JNBSX JPMorgan Income Builder Fund | 5.91% | 5.90% | 5.08% | 4.60% | 4.09% | 3.50% | 4.03% | 4.56% | 3.90% | 4.40% | 4.20% | 4.90% |
Drawdowns
OHYFX vs. JNBSX - Drawdown Comparison
The maximum OHYFX drawdown since its inception was -30.11%, which is greater than JNBSX's maximum drawdown of -23.60%. Use the drawdown chart below to compare losses from any high point for OHYFX and JNBSX. For additional features, visit the drawdowns tool.
Volatility
OHYFX vs. JNBSX - Volatility Comparison
The current volatility for JPMorgan High Yield Fund (OHYFX) is 1.14%, while JPMorgan Income Builder Fund (JNBSX) has a volatility of 2.51%. This indicates that OHYFX experiences smaller price fluctuations and is considered to be less risky than JNBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.