OIEIX vs. VEIRX
Compare and contrast key facts about JPMorgan Equity Income Fund Class A (OIEIX) and Vanguard Equity Income Fund Admiral Shares (VEIRX).
OIEIX is managed by JPMorgan. VEIRX is managed by Vanguard. It was launched on Aug 13, 2001.
Performance
OIEIX vs. VEIRX - Performance Comparison
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OIEIX vs. VEIRX - 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% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 1.50% | 17.25% | 14.91% | 7.76% | -0.08% | 25.49% | 3.08% | 25.34% | -5.68% | 17.68% |
Returns By Period
The year-to-date returns for both stocks are quite close, with OIEIX having a 1.51% return and VEIRX slightly lower at 1.50%. Both investments have delivered pretty close results over the past 10 years, with OIEIX having a 11.11% annualized return and VEIRX not far ahead at 11.33%.
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%
VEIRX
- 1D
- 1.63%
- 1M
- -4.28%
- YTD
- 1.50%
- 6M
- 4.80%
- 1Y
- 16.06%
- 3Y*
- 14.61%
- 5Y*
- 10.79%
- 10Y*
- 11.33%
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OIEIX vs. VEIRX - Expense Ratio Comparison
OIEIX has a 0.95% expense ratio, which is higher than VEIRX's 0.19% expense ratio.
Return for Risk
OIEIX vs. VEIRX — Risk / Return Rank
OIEIX
VEIRX
OIEIX vs. VEIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund Class A (OIEIX) and Vanguard Equity Income Fund Admiral Shares (VEIRX). 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 | VEIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.06 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.53 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.54 | -0.26 |
Martin ratioReturn relative to average drawdown | 5.43 | 6.76 | -1.33 |
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 | VEIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.06 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.78 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.70 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.50 | +0.04 |
Correlation
The correlation between OIEIX and VEIRX is 0.97, 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. VEIRX - Dividend Comparison
OIEIX's dividend yield for the trailing twelve months is around 10.70%, less than VEIRX's 10.94% 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% |
VEIRX Vanguard Equity Income Fund Admiral Shares | 10.94% | 11.03% | 9.83% | 7.96% | 8.79% | 7.71% | 2.86% | 4.45% | 10.98% | 3.04% | 3.87% | 6.48% |
Drawdowns
OIEIX vs. VEIRX - Drawdown Comparison
The maximum OIEIX drawdown since its inception was -50.63%, smaller than the maximum VEIRX drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for OIEIX and VEIRX.
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Drawdown Indicators
| OIEIX | VEIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -54.02% | +3.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -10.96% | -0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -14.95% | -15.12% | +0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -36.92% | -35.26% | -1.66% |
Current DrawdownCurrent decline from peak | -5.36% | -5.33% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -6.54% | -0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.49% | +0.17% |
Volatility
OIEIX vs. VEIRX - Volatility Comparison
JPMorgan Equity Income Fund Class A (OIEIX) has a higher volatility of 4.07% compared to Vanguard Equity Income Fund Admiral Shares (VEIRX) at 3.67%. This indicates that OIEIX's price experiences larger fluctuations and is considered to be riskier than VEIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OIEIX | VEIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 3.67% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 7.86% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.25% | 15.05% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.29% | 13.92% | +0.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 16.30% | +0.51% |