OIEJX vs. VEIPX

In the year-to-date period, OIEJX achieves a 2.63% return, which is significantly lower than VEIPX's 2.84% return. Over the past 10 years, OIEJX has outperformed VEIPX with an annualized return of 7.75%, while VEIPX has yielded a comparatively lower 5.87% annualized return.

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OIEJX has a 0.45% expense ratio, which is higher than VEIPX's 0.28% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund R6 (OIEJX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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.

The current OIEJX Sharpe Ratio is 0.08, which is comparable to the VEIPX Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of OIEJX and VEIPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OIEJX's dividend yield for the trailing twelve months is around 2.14%, less than VEIPX's 2.84% yield.

The maximum OIEJX drawdown since its inception was -36.88%, smaller than the maximum VEIPX drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for OIEJX and VEIPX. For additional features, visit the drawdowns tool.

JPMorgan Equity Income Fund R6 (OIEJX) and Vanguard Equity Income Fund Investor Shares (VEIPX) have volatilities of 4.63% and 4.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.