OIEIX vs. SEEGX
Compare and contrast key facts about JPMorgan Equity Income Fund Class A (OIEIX) and JPMorgan Large Cap Growth Fund (SEEGX).
OIEIX is managed by JPMorgan. SEEGX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
OIEIX vs. SEEGX - Performance Comparison
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OIEIX vs. SEEGX - 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% |
SEEGX JPMorgan Large Cap Growth Fund | -8.55% | 14.08% | 35.14% | 34.62% | -25.40% | 18.17% | 56.02% | 39.13% | 0.50% | 38.03% |
Returns By Period
In the year-to-date period, OIEIX achieves a 1.51% return, which is significantly higher than SEEGX's -8.55% return. Over the past 10 years, OIEIX has underperformed SEEGX with an annualized return of 11.11%, while SEEGX has yielded a comparatively higher 17.94% 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%
SEEGX
- 1D
- 3.47%
- 1M
- -4.89%
- YTD
- -8.55%
- 6M
- -10.48%
- 1Y
- 12.37%
- 3Y*
- 20.26%
- 5Y*
- 10.43%
- 10Y*
- 17.94%
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OIEIX vs. SEEGX - Expense Ratio Comparison
OIEIX has a 0.95% expense ratio, which is higher than SEEGX's 0.69% expense ratio.
Return for Risk
OIEIX vs. SEEGX — Risk / Return Rank
OIEIX
SEEGX
OIEIX vs. SEEGX - 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 (SEEGX). 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 | SEEGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.62 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.03 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 0.79 | +0.48 |
Martin ratioReturn relative to average drawdown | 5.43 | 2.40 | +3.03 |
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 | SEEGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.62 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.52 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.83 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.55 | -0.01 |
Correlation
The correlation between OIEIX and SEEGX is 0.77, 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. SEEGX - Dividend Comparison
OIEIX's dividend yield for the trailing twelve months is around 10.70%, less than SEEGX's 12.51% 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% |
SEEGX JPMorgan Large Cap Growth Fund | 12.51% | 11.44% | 2.00% | 0.12% | 3.42% | 14.92% | 5.27% | 12.85% | 15.97% | 14.79% | 9.88% | 4.49% |
Drawdowns
OIEIX vs. SEEGX - Drawdown Comparison
The maximum OIEIX drawdown since its inception was -50.63%, smaller than the maximum SEEGX drawdown of -62.09%. Use the drawdown chart below to compare losses from any high point for OIEIX and SEEGX.
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Drawdown Indicators
| OIEIX | SEEGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -62.09% | +11.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -16.82% | +5.47% |
Max Drawdown (5Y)Largest decline over 5 years | -14.95% | -31.23% | +16.28% |
Max Drawdown (10Y)Largest decline over 10 years | -36.92% | -31.85% | -5.07% |
Current DrawdownCurrent decline from peak | -5.36% | -13.93% | +8.57% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -16.97% | +10.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 5.55% | -2.89% |
Volatility
OIEIX vs. SEEGX - Volatility Comparison
The current volatility for JPMorgan Equity Income Fund Class A (OIEIX) is 4.07%, while JPMorgan Large Cap Growth Fund (SEEGX) has a volatility of 6.47%. This indicates that OIEIX experiences smaller price fluctuations and is considered to be less risky than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OIEIX | SEEGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 6.47% | -2.40% |
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% | 20.26% | -5.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 21.57% | -4.76% |