OIEIX vs. PEYAX
Compare and contrast key facts about JPMorgan Equity Income Fund Class A (OIEIX) and Putnam Large Cap Value Fund (PEYAX).
OIEIX is managed by JPMorgan. PEYAX is managed by Putnam. It was launched on Jun 15, 1977.
Performance
OIEIX vs. PEYAX - Performance Comparison
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OIEIX vs. PEYAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OIEIX JPMorgan Equity Income Fund Class A | -0.40% | 14.42% | 19.54% | 4.49% | -2.11% | 24.80% | 3.30% | 26.07% | -4.76% | 17.21% |
PEYAX Putnam Large Cap Value Fund | -1.32% | 20.09% | 18.99% | 15.09% | -8.37% | 26.84% | 5.87% | 29.94% | -8.63% | 18.79% |
Returns By Period
In the year-to-date period, OIEIX achieves a -0.40% return, which is significantly higher than PEYAX's -1.32% return. Over the past 10 years, OIEIX has underperformed PEYAX with an annualized return of 10.90%, while PEYAX has yielded a comparatively higher 12.25% annualized return.
OIEIX
- 1D
- -0.08%
- 1M
- -6.39%
- YTD
- -0.40%
- 6M
- 2.00%
- 1Y
- 10.96%
- 3Y*
- 13.40%
- 5Y*
- 9.70%
- 10Y*
- 10.90%
PEYAX
- 1D
- -0.15%
- 1M
- -6.34%
- YTD
- -1.32%
- 6M
- 4.60%
- 1Y
- 15.85%
- 3Y*
- 16.83%
- 5Y*
- 11.15%
- 10Y*
- 12.25%
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OIEIX vs. PEYAX - Expense Ratio Comparison
OIEIX has a 0.95% expense ratio, which is higher than PEYAX's 0.88% expense ratio.
Return for Risk
OIEIX vs. PEYAX — Risk / Return Rank
OIEIX
PEYAX
OIEIX vs. PEYAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund Class A (OIEIX) and Putnam Large Cap Value Fund (PEYAX). 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 | PEYAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.11 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.57 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.31 | -0.35 |
Martin ratioReturn relative to average drawdown | 4.15 | 5.88 | -1.73 |
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 | PEYAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.11 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.76 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.72 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.36 | +0.18 |
Correlation
The correlation between OIEIX and PEYAX 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.
Dividends
OIEIX vs. PEYAX - Dividend Comparison
OIEIX's dividend yield for the trailing twelve months is around 10.91%, more than PEYAX's 5.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIEIX JPMorgan Equity Income Fund Class A | 10.91% | 10.83% | 14.48% | 2.59% | 3.50% | 3.17% | 1.62% | 2.60% | 4.95% | 2.29% | 2.30% | 2.52% |
PEYAX Putnam Large Cap Value Fund | 5.15% | 5.36% | 6.80% | 4.93% | 1.21% | 7.09% | 5.97% | 3.79% | 5.67% | 3.31% | 2.27% | 5.86% |
Drawdowns
OIEIX vs. PEYAX - Drawdown Comparison
The maximum OIEIX drawdown since its inception was -50.63%, smaller than the maximum PEYAX drawdown of -56.92%. Use the drawdown chart below to compare losses from any high point for OIEIX and PEYAX.
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Drawdown Indicators
| OIEIX | PEYAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -56.92% | +6.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -11.77% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -14.95% | -15.31% | +0.36% |
Max Drawdown (10Y)Largest decline over 10 years | -36.92% | -36.06% | -0.86% |
Current DrawdownCurrent decline from peak | -7.14% | -7.23% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -14.10% | +7.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.63% | +0.01% |
Volatility
OIEIX vs. PEYAX - Volatility Comparison
JPMorgan Equity Income Fund Class A (OIEIX) and Putnam Large Cap Value Fund (PEYAX) have volatilities of 3.42% and 3.58%, 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.
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Volatility by Period
| OIEIX | PEYAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 3.58% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 7.63% | 7.95% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.16% | 15.36% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.26% | 14.68% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 17.05% | -0.25% |