OIBFX vs. JEPIX
Compare and contrast key facts about JPMorgan Investor Balanced Fund (OIBFX) and JPMorgan Equity Premium Income Fund Class I (JEPIX).
OIBFX is managed by JPMorgan. It was launched on Dec 9, 1996. JEPIX is managed by JPMorgan. It was launched on Aug 31, 2018.
Performance
OIBFX vs. JEPIX - Performance Comparison
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OIBFX vs. JEPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
OIBFX JPMorgan Investor Balanced Fund | -2.04% | 12.69% | 9.25% | 15.06% | -13.62% | 10.92% | 14.23% | 17.19% | -7.20% |
JEPIX JPMorgan Equity Premium Income Fund Class I | -0.51% | 7.82% | 12.43% | 9.68% | -3.81% | 19.36% | 6.02% | 16.44% | -9.93% |
Returns By Period
In the year-to-date period, OIBFX achieves a -2.04% return, which is significantly lower than JEPIX's -0.51% return.
OIBFX
- 1D
- 0.93%
- 1M
- -4.05%
- YTD
- -2.04%
- 6M
- -0.78%
- 1Y
- 9.87%
- 3Y*
- 9.86%
- 5Y*
- 5.11%
- 10Y*
- 7.35%
JEPIX
- 1D
- 1.89%
- 1M
- -5.27%
- YTD
- -0.51%
- 6M
- 2.16%
- 1Y
- 6.88%
- 3Y*
- 9.18%
- 5Y*
- 7.91%
- 10Y*
- —
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OIBFX vs. JEPIX - Expense Ratio Comparison
OIBFX has a 0.32% expense ratio, which is lower than JEPIX's 0.63% expense ratio.
Return for Risk
OIBFX vs. JEPIX — Risk / Return Rank
OIBFX
JEPIX
OIBFX vs. JEPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced Fund (OIBFX) and JPMorgan Equity Premium Income Fund Class I (JEPIX). 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.
| OIBFX | JEPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.51 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.66 | 0.82 | +0.84 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.13 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 0.82 | +0.80 |
Martin ratioReturn relative to average drawdown | 6.79 | 3.77 | +3.02 |
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
| OIBFX | JEPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.51 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.70 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.48 | +0.25 |
Correlation
The correlation between OIBFX and JEPIX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
OIBFX vs. JEPIX - Dividend Comparison
OIBFX's dividend yield for the trailing twelve months is around 5.70%, less than JEPIX's 7.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIBFX JPMorgan Investor Balanced Fund | 5.70% | 6.10% | 6.00% | 3.51% | 7.07% | 4.40% | 6.20% | 6.72% | 7.91% | 6.95% | 3.81% | 5.21% |
JEPIX JPMorgan Equity Premium Income Fund Class I | 7.55% | 8.12% | 7.20% | 8.42% | 12.24% | 6.15% | 11.59% | 3.91% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OIBFX vs. JEPIX - Drawdown Comparison
The maximum OIBFX drawdown since its inception was -29.42%, smaller than the maximum JEPIX drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for OIBFX and JEPIX.
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Drawdown Indicators
| OIBFX | JEPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.42% | -32.63% | +3.21% |
Max Drawdown (1Y)Largest decline over 1 year | -6.40% | -10.49% | +4.09% |
Max Drawdown (5Y)Largest decline over 5 years | -18.74% | -13.67% | -5.07% |
Max Drawdown (10Y)Largest decline over 10 years | -21.08% | — | — |
Current DrawdownCurrent decline from peak | -4.66% | -5.53% | +0.87% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -3.19% | -0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 2.27% | -0.75% |
Volatility
OIBFX vs. JEPIX - Volatility Comparison
The current volatility for JPMorgan Investor Balanced Fund (OIBFX) is 3.12%, while JPMorgan Equity Premium Income Fund Class I (JEPIX) has a volatility of 4.12%. This indicates that OIBFX experiences smaller price fluctuations and is considered to be less risky than JEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OIBFX | JEPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.12% | 4.12% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 5.06% | 6.74% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.80% | 13.80% | -5.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.87% | 11.41% | -2.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.13% | 14.85% | -5.72% |