OIEIX vs. JLGMX
Compare and contrast key facts about JPMorgan Equity Income Fund Class A (OIEIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
OIEIX is managed by JPMorgan. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Performance
OIEIX vs. JLGMX - Performance Comparison
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OIEIX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OIEIX JPMorgan Equity Income Fund Class A | 1.51% | 14.42% | 19.54% | 4.49% | -2.11% | 24.80% | 3.30% | 26.07% | -4.76% | 17.21% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
Returns By Period
In the year-to-date period, OIEIX achieves a 1.51% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, OIEIX has underperformed JLGMX with an annualized return of 11.11%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
OIEIX
- 1D
- 1.92%
- 1M
- -4.66%
- YTD
- 1.51%
- 6M
- 4.12%
- 1Y
- 13.23%
- 3Y*
- 14.12%
- 5Y*
- 9.97%
- 10Y*
- 11.11%
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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OIEIX vs. JLGMX - Expense Ratio Comparison
OIEIX has a 0.95% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
OIEIX vs. JLGMX — Risk / Return Rank
OIEIX
JLGMX
OIEIX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund Class A (OIEIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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.
| OIEIX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.64 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.05 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.15 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 0.81 | +0.46 |
Martin ratioReturn relative to average drawdown | 5.43 | 2.47 | +2.96 |
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
| OIEIX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.64 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.53 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.85 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.80 | -0.25 |
Correlation
The correlation between OIEIX and JLGMX is 0.71, 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
OIEIX vs. JLGMX - Dividend Comparison
OIEIX's dividend yield for the trailing twelve months is around 10.70%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIEIX JPMorgan Equity Income Fund Class A | 10.70% | 10.83% | 14.48% | 2.59% | 3.50% | 3.17% | 1.62% | 2.60% | 4.95% | 2.29% | 2.30% | 2.52% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
OIEIX vs. JLGMX - Drawdown Comparison
The maximum OIEIX drawdown since its inception was -50.63%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for OIEIX and JLGMX.
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Drawdown Indicators
| OIEIX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -31.82% | -18.81% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -16.73% | +5.38% |
Max Drawdown (5Y)Largest decline over 5 years | -14.95% | -31.13% | +16.18% |
Max Drawdown (10Y)Largest decline over 10 years | -36.92% | -31.82% | -5.10% |
Current DrawdownCurrent decline from peak | -5.36% | -13.83% | +8.47% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -5.82% | -0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 5.51% | -2.85% |
Volatility
OIEIX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan Equity Income Fund Class A (OIEIX) is 4.07%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that OIEIX experiences smaller price fluctuations and is considered to be less risky than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OIEIX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 6.48% | -2.41% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 12.54% | -4.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.25% | 21.14% | -5.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.29% | 20.25% | -5.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 21.54% | -4.73% |