OIEJX vs. FPUKX
Compare and contrast key facts about JPMorgan Equity Income Fund R6 (OIEJX) and Fidelity Puritan Fund Class K (FPUKX).
OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987. FPUKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
OIEJX vs. FPUKX - Performance Comparison
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OIEJX vs. FPUKX - 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% |
FPUKX Fidelity Puritan Fund Class K | -1.23% | 12.31% | 19.03% | 20.26% | -17.26% | 18.99% | 20.70% | 21.40% | -4.15% | 18.37% |
Returns By Period
In the year-to-date period, OIEJX achieves a 1.64% return, which is significantly higher than FPUKX's -1.23% return. Over the past 10 years, OIEJX has outperformed FPUKX with an annualized return of 11.66%, while FPUKX has yielded a comparatively lower 10.61% 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%
FPUKX
- 1D
- 2.39%
- 1M
- -4.03%
- YTD
- -1.23%
- 6M
- 1.27%
- 1Y
- 14.86%
- 3Y*
- 14.58%
- 5Y*
- 8.13%
- 10Y*
- 10.61%
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OIEJX vs. FPUKX - Expense Ratio Comparison
OIEJX has a 0.45% expense ratio, which is higher than FPUKX's 0.43% expense ratio.
Return for Risk
OIEJX vs. FPUKX — Risk / Return Rank
OIEJX
FPUKX
OIEJX vs. FPUKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund R6 (OIEJX) and Fidelity Puritan Fund Class K (FPUKX). 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 | FPUKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.22 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.76 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.26 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.69 | -0.36 |
Martin ratioReturn relative to average drawdown | 5.68 | 7.16 | -1.48 |
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 | FPUKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.22 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.61 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.82 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.66 | +0.10 |
Correlation
The correlation between OIEJX and FPUKX is 0.81, 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. FPUKX - Dividend Comparison
OIEJX's dividend yield for the trailing twelve months is around 10.94%, more than FPUKX's 6.99% 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% |
FPUKX Fidelity Puritan Fund Class K | 6.99% | 6.91% | 11.37% | 5.42% | 9.47% | 13.20% | 5.17% | 4.38% | 15.38% | 3.84% | 3.82% | 7.60% |
Drawdowns
OIEJX vs. FPUKX - Drawdown Comparison
The maximum OIEJX drawdown since its inception was -36.88%, roughly equal to the maximum FPUKX drawdown of -37.81%. Use the drawdown chart below to compare losses from any high point for OIEJX and FPUKX.
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Drawdown Indicators
| OIEJX | FPUKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.88% | -37.81% | +0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -8.47% | -2.87% |
Max Drawdown (5Y)Largest decline over 5 years | -14.74% | -22.52% | +7.78% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | -23.91% | -12.97% |
Current DrawdownCurrent decline from peak | -5.30% | -5.03% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -3.03% | -4.98% | +1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 1.99% | +0.66% |
Volatility
OIEJX vs. FPUKX - Volatility Comparison
The current volatility for JPMorgan Equity Income Fund R6 (OIEJX) is 4.07%, while Fidelity Puritan Fund Class K (FPUKX) has a volatility of 4.72%. This indicates that OIEJX experiences smaller price fluctuations and is considered to be less risky than FPUKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OIEJX | FPUKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 4.72% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 7.90% | -0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 12.67% | +2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.30% | 13.30% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 13.05% | +3.72% |