OIBFX vs. VHIAX
Compare and contrast key facts about JPMorgan Investor Balanced Fund (OIBFX) and JPMorgan Growth Advantage Fund (VHIAX).
OIBFX is managed by JPMorgan. It was launched on Dec 9, 1996. VHIAX is managed by JPMorgan. It was launched on Oct 29, 1999.
Performance
OIBFX vs. VHIAX - Performance Comparison
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OIBFX vs. VHIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OIBFX JPMorgan Investor Balanced Fund | -2.04% | 12.69% | 9.25% | 15.06% | -13.62% | 10.92% | 14.23% | 17.19% | -4.77% | 13.30% |
VHIAX JPMorgan Growth Advantage Fund | -8.66% | 15.50% | 39.19% | 39.81% | -30.24% | 21.60% | 53.26% | 35.92% | -1.52% | 35.19% |
Returns By Period
In the year-to-date period, OIBFX achieves a -2.04% return, which is significantly higher than VHIAX's -8.66% return. Over the past 10 years, OIBFX has underperformed VHIAX with an annualized return of 7.35%, while VHIAX has yielded a comparatively higher 17.57% annualized 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%
VHIAX
- 1D
- 3.87%
- 1M
- -4.81%
- YTD
- -8.66%
- 6M
- -9.05%
- 1Y
- 16.03%
- 3Y*
- 22.23%
- 5Y*
- 10.87%
- 10Y*
- 17.57%
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OIBFX vs. VHIAX - Expense Ratio Comparison
OIBFX has a 0.32% expense ratio, which is lower than VHIAX's 1.04% expense ratio.
Return for Risk
OIBFX vs. VHIAX — Risk / Return Rank
OIBFX
VHIAX
OIBFX vs. VHIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced Fund (OIBFX) and JPMorgan Growth Advantage Fund (VHIAX). 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 | VHIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.76 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.23 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.08 | +0.53 |
Martin ratioReturn relative to average drawdown | 6.79 | 3.45 | +3.34 |
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 | VHIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.76 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.49 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.80 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.34 | +0.39 |
Correlation
The correlation between OIBFX and VHIAX is 0.87, 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. VHIAX - Dividend Comparison
OIBFX's dividend yield for the trailing twelve months is around 5.70%, less than VHIAX's 13.90% 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% |
VHIAX JPMorgan Growth Advantage Fund | 13.90% | 12.70% | 12.63% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% |
Drawdowns
OIBFX vs. VHIAX - Drawdown Comparison
The maximum OIBFX drawdown since its inception was -29.42%, smaller than the maximum VHIAX drawdown of -85.49%. Use the drawdown chart below to compare losses from any high point for OIBFX and VHIAX.
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Drawdown Indicators
| OIBFX | VHIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.42% | -85.49% | +56.07% |
Max Drawdown (1Y)Largest decline over 1 year | -6.40% | -15.76% | +9.36% |
Max Drawdown (5Y)Largest decline over 5 years | -18.74% | -35.25% | +16.51% |
Max Drawdown (10Y)Largest decline over 10 years | -21.08% | -35.25% | +14.17% |
Current DrawdownCurrent decline from peak | -4.66% | -12.50% | +7.84% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -40.36% | +36.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 4.93% | -3.41% |
Volatility
OIBFX vs. VHIAX - Volatility Comparison
The current volatility for JPMorgan Investor Balanced Fund (OIBFX) is 3.12%, while JPMorgan Growth Advantage Fund (VHIAX) has a volatility of 6.88%. This indicates that OIBFX experiences smaller price fluctuations and is considered to be less risky than VHIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OIBFX | VHIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.12% | 6.88% | -3.76% |
Volatility (6M)Calculated over the trailing 6-month period | 5.06% | 12.63% | -7.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.80% | 22.62% | -13.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.87% | 22.45% | -13.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.13% | 22.16% | -13.03% |