OIEJX vs. ACIIX
Compare and contrast key facts about JPMorgan Equity Income Fund R6 (OIEJX) and American Century Equity Income Fund Class I (ACIIX).
OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
OIEJX vs. ACIIX - Performance Comparison
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OIEJX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OIEJX JPMorgan Equity Income Fund R6 | 1.64% | 14.95% | 19.97% | 5.05% | -1.63% | 25.41% | 3.87% | 26.61% | -4.23% | 17.85% |
ACIIX American Century Equity Income Fund Class I | 3.68% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, OIEJX achieves a 1.64% return, which is significantly lower than ACIIX's 3.68% return. Over the past 10 years, OIEJX has outperformed ACIIX with an annualized return of 11.66%, while ACIIX has yielded a comparatively lower 8.99% annualized return.
OIEJX
- 1D
- 1.91%
- 1M
- -4.62%
- YTD
- 1.64%
- 6M
- 4.35%
- 1Y
- 13.78%
- 3Y*
- 14.62%
- 5Y*
- 10.50%
- 10Y*
- 11.66%
ACIIX
- 1D
- 0.92%
- 1M
- -4.65%
- YTD
- 3.68%
- 6M
- 5.70%
- 1Y
- 11.45%
- 3Y*
- 10.04%
- 5Y*
- 7.60%
- 10Y*
- 8.99%
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OIEJX vs. ACIIX - Expense Ratio Comparison
OIEJX has a 0.45% expense ratio, which is lower than ACIIX's 0.72% expense ratio.
Return for Risk
OIEJX vs. ACIIX — Risk / Return Rank
OIEJX
ACIIX
OIEJX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund R6 (OIEJX) and American Century Equity Income Fund Class I (ACIIX). 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.
| OIEJX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.95 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.37 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.29 | +0.03 |
Martin ratioReturn relative to average drawdown | 5.68 | 5.04 | +0.64 |
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
| OIEJX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.95 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.71 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.67 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.53 | +0.23 |
Correlation
The correlation between OIEJX and ACIIX is 0.95, 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
OIEJX vs. ACIIX - Dividend Comparison
OIEJX's dividend yield for the trailing twelve months is around 10.94%, more than ACIIX's 10.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIEJX JPMorgan Equity Income Fund R6 | 10.94% | 11.06% | 14.67% | 3.01% | 3.93% | 3.57% | 2.04% | 3.01% | 5.37% | 2.70% | 2.71% | 3.03% |
ACIIX American Century Equity Income Fund Class I | 10.19% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
OIEJX vs. ACIIX - Drawdown Comparison
The maximum OIEJX drawdown since its inception was -36.88%, smaller than the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for OIEJX and ACIIX.
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Drawdown Indicators
| OIEJX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.88% | -39.16% | +2.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -8.96% | -2.38% |
Max Drawdown (5Y)Largest decline over 5 years | -14.74% | -13.49% | -1.25% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | -32.76% | -4.12% |
Current DrawdownCurrent decline from peak | -5.30% | -4.86% | -0.44% |
Average DrawdownAverage peak-to-trough decline | -3.03% | -5.26% | +2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.32% | +0.33% |
Volatility
OIEJX vs. ACIIX - Volatility Comparison
JPMorgan Equity Income Fund R6 (OIEJX) has a higher volatility of 4.07% compared to American Century Equity Income Fund Class I (ACIIX) at 3.01%. This indicates that OIEJX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OIEJX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 3.01% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 6.12% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 11.62% | +3.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.30% | 10.74% | +3.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 13.37% | +3.40% |