OIBFX vs. NDARX
Compare and contrast key facts about JPMorgan Investor Balanced Fund (OIBFX) and American Funds Retirement Income Portfolio - Enhanced (NDARX).
OIBFX is managed by JPMorgan Chase. It was launched on Dec 9, 1996. NDARX is managed by American Funds. It was launched on Aug 27, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OIBFX or NDARX.
Key characteristics
| OIBFX | NDARX | |
|---|---|---|
| YTD Return | 12.84% | 13.98% |
| 1Y Return | 20.88% | 24.15% |
| 3Y Return (Ann) | 0.80% | 4.73% |
| 5Y Return (Ann) | 4.15% | 7.67% |
| Sharpe Ratio | 2.84 | 3.20 |
| Sortino Ratio | 4.14 | 4.62 |
| Omega Ratio | 1.55 | 1.63 |
| Calmar Ratio | 1.31 | 2.73 |
| Martin Ratio | 19.48 | 23.28 |
| Ulcer Index | 1.03% | 1.01% |
| Daily Std Dev | 7.09% | 7.31% |
| Max Drawdown | -33.65% | -23.62% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between OIBFX and NDARX is 0.94, 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.
Performance
OIBFX vs. NDARX - Performance Comparison
In the year-to-date period, OIBFX achieves a 12.84% return, which is significantly lower than NDARX's 13.98% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OIBFX vs. NDARX - Expense Ratio Comparison
OIBFX has a 0.32% expense ratio, which is lower than NDARX's 0.34% expense ratio.
Risk-Adjusted Performance
OIBFX vs. NDARX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced Fund (OIBFX) and American Funds Retirement Income Portfolio - Enhanced (NDARX). 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
OIBFX vs. NDARX - Dividend Comparison
OIBFX's dividend yield for the trailing twelve months is around 2.49%, less than NDARX's 2.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIBFX JPMorgan Investor Balanced Fund | 2.49% | 2.49% | 2.09% | 2.60% | 1.92% | 2.07% | 2.90% | 2.15% | 1.86% | 1.92% | 2.12% | 1.90% |
NDARX American Funds Retirement Income Portfolio - Enhanced | 2.85% | 3.03% | 2.93% | 2.25% | 2.59% | 2.61% | 2.88% | 2.39% | 2.50% | 0.71% | 0.00% | 0.00% |
Drawdowns
OIBFX vs. NDARX - Drawdown Comparison
The maximum OIBFX drawdown since its inception was -33.65%, which is greater than NDARX's maximum drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for OIBFX and NDARX. For additional features, visit the drawdowns tool.
Volatility
OIBFX vs. NDARX - Volatility Comparison
JPMorgan Investor Balanced Fund (OIBFX) and American Funds Retirement Income Portfolio - Enhanced (NDARX) have volatilities of 1.83% and 1.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.