OIEJX vs. VIIIX
Compare and contrast key facts about JPMorgan Equity Income Fund R6 (OIEJX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
OIEJX vs. VIIIX - Performance Comparison
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OIEJX vs. VIIIX - 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% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | -4.34% | 17.87% | 26.29% | 25.79% | -18.14% | 28.69% | 18.41% | 31.48% | -4.41% | 21.82% |
Returns By Period
In the year-to-date period, OIEJX achieves a 1.64% return, which is significantly higher than VIIIX's -4.34% return. Over the past 10 years, OIEJX has underperformed VIIIX with an annualized return of 11.66%, while VIIIX has yielded a comparatively higher 14.15% 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%
VIIIX
- 1D
- 2.92%
- 1M
- -5.03%
- YTD
- -4.34%
- 6M
- -2.14%
- 1Y
- 17.34%
- 3Y*
- 18.70%
- 5Y*
- 11.92%
- 10Y*
- 14.15%
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OIEJX vs. VIIIX - Expense Ratio Comparison
OIEJX has a 0.45% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Return for Risk
OIEJX vs. VIIIX — Risk / Return Rank
OIEJX
VIIIX
OIEJX vs. VIIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund R6 (OIEJX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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 | VIIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.98 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.49 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.52 | -0.20 |
Martin ratioReturn relative to average drawdown | 5.68 | 7.31 | -1.62 |
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 | VIIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.98 | -0.08 |
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 | 0.79 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.47 | +0.29 |
Correlation
The correlation between OIEJX and VIIIX is 0.88, 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. VIIIX - Dividend Comparison
OIEJX's dividend yield for the trailing twelve months is around 10.94%, more than VIIIX's 2.81% 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% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.81% | 2.11% | 3.66% | 2.66% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% |
Drawdowns
OIEJX vs. VIIIX - Drawdown Comparison
The maximum OIEJX drawdown since its inception was -36.88%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for OIEJX and VIIIX.
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Drawdown Indicators
| OIEJX | VIIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.88% | -55.18% | +18.30% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -12.12% | +0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -14.74% | -24.50% | +9.76% |
Max Drawdown (10Y)Largest decline over 10 years | -36.88% | -33.79% | -3.09% |
Current DrawdownCurrent decline from peak | -5.30% | -6.24% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -3.03% | -10.07% | +7.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.52% | +0.13% |
Volatility
OIEJX vs. VIIIX - Volatility Comparison
The current volatility for JPMorgan Equity Income Fund R6 (OIEJX) is 4.07%, while Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) has a volatility of 5.34%. This indicates that OIEJX experiences smaller price fluctuations and is considered to be less risky than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OIEJX | VIIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 5.34% | -1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 7.87% | 9.53% | -1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.26% | 18.32% | -3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.30% | 16.90% | -2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.77% | 18.04% | -1.27% |