OIEIX vs. VHIAX
Compare and contrast key facts about JPMorgan Equity Income Fund Class A (OIEIX) and JPMorgan Growth Advantage Fund (VHIAX).
OIEIX is managed by JPMorgan. VHIAX is managed by JPMorgan. It was launched on Oct 29, 1999.
Performance
OIEIX vs. VHIAX - Performance Comparison
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OIEIX vs. VHIAX - 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% |
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, OIEIX achieves a 1.51% return, which is significantly higher than VHIAX's -8.66% return. Over the past 10 years, OIEIX has underperformed VHIAX with an annualized return of 11.11%, while VHIAX has yielded a comparatively higher 17.57% 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%
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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OIEIX vs. VHIAX - Expense Ratio Comparison
OIEIX has a 0.95% expense ratio, which is lower than VHIAX's 1.04% expense ratio.
Return for Risk
OIEIX vs. VHIAX — Risk / Return Rank
OIEIX
VHIAX
OIEIX vs. VHIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund Class A (OIEIX) 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.
| OIEIX | VHIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.76 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.23 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.08 | +0.20 |
Martin ratioReturn relative to average drawdown | 5.43 | 3.45 | +1.98 |
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 | VHIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.76 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.49 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.80 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.34 | +0.20 |
Correlation
The correlation between OIEIX and VHIAX is 0.73, 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. VHIAX - Dividend Comparison
OIEIX's dividend yield for the trailing twelve months is around 10.70%, less than VHIAX's 13.90% 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% |
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
OIEIX vs. VHIAX - Drawdown Comparison
The maximum OIEIX drawdown since its inception was -50.63%, smaller than the maximum VHIAX drawdown of -85.49%. Use the drawdown chart below to compare losses from any high point for OIEIX and VHIAX.
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Drawdown Indicators
| OIEIX | VHIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -85.49% | +34.86% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -15.76% | +4.41% |
Max Drawdown (5Y)Largest decline over 5 years | -14.95% | -35.25% | +20.30% |
Max Drawdown (10Y)Largest decline over 10 years | -36.92% | -35.25% | -1.67% |
Current DrawdownCurrent decline from peak | -5.36% | -12.50% | +7.14% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -40.36% | +33.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 4.93% | -2.27% |
Volatility
OIEIX vs. VHIAX - Volatility Comparison
The current volatility for JPMorgan Equity Income Fund Class A (OIEIX) is 4.07%, while JPMorgan Growth Advantage Fund (VHIAX) has a volatility of 6.88%. This indicates that OIEIX 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
| OIEIX | VHIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 6.88% | -2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 12.63% | -4.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.25% | 22.62% | -7.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.29% | 22.45% | -8.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.81% | 22.16% | -5.35% |