OIBFX vs. BERIX
OIBFX (JPMorgan Investor Balanced Fund) and BERIX (Chartwell Income Fund) are both Diversified Portfolio funds. Over the past 10 years, OIBFX returned 8.03%/yr vs 4.82%/yr for BERIX. A 0.71 correlation means they provide meaningful diversification when combined. OIBFX charges 0.32%/yr vs 0.64%/yr for BERIX.
Performance
OIBFX vs. BERIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, OIBFX achieves a 5.49% return, which is significantly higher than BERIX's 2.36% return. Over the past 10 years, OIBFX has outperformed BERIX with an annualized return of 8.03%, while BERIX has yielded a comparatively lower 4.82% annualized return.
OIBFX
- 1D
- 0.69%
- 1M
- 1.45%
- YTD
- 5.49%
- 6M
- 5.28%
- 1Y
- 14.67%
- 3Y*
- 11.58%
- 5Y*
- 6.22%
- 10Y*
- 8.03%
BERIX
- 1D
- 0.00%
- 1M
- -1.92%
- YTD
- 2.36%
- 6M
- 2.34%
- 1Y
- 10.06%
- 3Y*
- 9.00%
- 5Y*
- 4.21%
- 10Y*
- 4.82%
OIBFX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OIBFX JPMorgan Investor Balanced Fund | 5.49% | 12.69% | 9.25% | 15.06% | -13.62% | 10.92% | 14.23% | 17.19% | -4.77% | 13.30% |
BERIX Chartwell Income Fund | 2.36% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Correlation
The correlation between OIBFX and BERIX is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 1996 | 0.71 |
Over the past year, the correlation between OIBFX and BERIX has dropped to 0.46 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
OIBFX vs. BERIX — Risk / Return Rank
OIBFX
BERIX
OIBFX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced Fund (OIBFX) and Chartwell Income Fund (BERIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OIBFX | BERIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.39 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.58 | 3.03 | -0.45 |
| Martin ratioReturn relative to average drawdown | 11.16 | 11.37 | -0.21 |
Loading charts...
Drawdowns
OIBFX vs. BERIX - Drawdown Comparison
The maximum OIBFX drawdown since its inception was -29.42%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for OIBFX and BERIX.
Loading charts...
Drawdown Indicators
| OIBFX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.42% | -20.34% | -9.08% |
Max Drawdown (1Y)Largest decline over 1 year | -5.66% | -3.36% | -2.30% |
Max Drawdown (3Y)Largest decline over 3 years | -8.61% | -5.82% | -2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -18.74% | -15.73% | -3.01% |
Max Drawdown (10Y)Largest decline over 10 years | -21.08% | -20.34% | -0.74% |
Current DrawdownCurrent decline from peak | -0.06% | -3.36% | +3.30% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -2.59% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.31% | 0.89% | +0.42% |
Volatility
OIBFX vs. BERIX - Volatility Comparison
JPMorgan Investor Balanced Fund (OIBFX) has a higher volatility of 2.89% compared to Chartwell Income Fund (BERIX) at 1.58%. This indicates that OIBFX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| OIBFX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.89% | 1.58% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 5.97% | 4.44% | +1.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.21% | 5.12% | +2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.98% | 5.98% | +3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.19% | 6.03% | +3.16% |
OIBFX vs. BERIX - Expense Ratio Comparison
OIBFX has a 0.32% expense ratio, which is lower than BERIX's 0.64% expense ratio.
Dividends
OIBFX vs. BERIX - Dividend Comparison
OIBFX's dividend yield for the trailing twelve months is around 5.84%, more than BERIX's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 4.15% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
OIBFX JPMorgan Investor Balanced Fund | 5.84% | 6.10% | 6.00% | 3.51% | 7.07% | 4.40% | 6.20% | 6.72% | 7.91% | 6.95% | 3.81% | 5.21% |
Frequently Asked Questions
OIBFX and BERIX have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OIBFX has higher volatility (2.89%) compared to BERIX (1.58%). In terms of maximum drawdown, OIBFX dropped -29.42% vs BERIX's -20.34%.
OIBFX currently has the higher Sharpe Ratio (2.03 vs 1.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for OIBFX and BERIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer