ONIFX vs. OIEJX
Compare and contrast key facts about JPMorgan Investor Growth Fund (ONIFX) and JPMorgan Equity Income Fund R6 (OIEJX).
ONIFX is managed by JPMorgan. It was launched on Dec 9, 1996. OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987.
Performance
ONIFX vs. OIEJX - Performance Comparison
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ONIFX vs. OIEJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ONIFX JPMorgan Investor Growth Fund | -2.75% | 16.84% | 13.92% | 20.69% | -15.98% | 17.69% | 20.16% | 25.27% | -8.68% | 21.38% |
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% |
Returns By Period
In the year-to-date period, ONIFX achieves a -2.75% return, which is significantly lower than OIEJX's 1.64% return. Over the past 10 years, ONIFX has underperformed OIEJX with an annualized return of 10.89%, while OIEJX has yielded a comparatively higher 11.66% annualized return.
ONIFX
- 1D
- 2.43%
- 1M
- -5.35%
- YTD
- -2.75%
- 6M
- -1.32%
- 1Y
- 14.74%
- 3Y*
- 13.82%
- 5Y*
- 7.61%
- 10Y*
- 10.89%
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%
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ONIFX vs. OIEJX - Expense Ratio Comparison
ONIFX has a 0.32% expense ratio, which is lower than OIEJX's 0.45% expense ratio.
Return for Risk
ONIFX vs. OIEJX — Risk / Return Rank
ONIFX
OIEJX
ONIFX vs. OIEJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Growth Fund (ONIFX) and JPMorgan Equity Income Fund R6 (OIEJX). 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.
| ONIFX | OIEJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.90 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.31 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.33 | +0.14 |
Martin ratioReturn relative to average drawdown | 6.40 | 5.68 | +0.72 |
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
| ONIFX | OIEJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.90 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.74 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.70 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.76 | -0.25 |
Correlation
The correlation between ONIFX and OIEJX 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
ONIFX vs. OIEJX - Dividend Comparison
ONIFX's dividend yield for the trailing twelve months is around 3.49%, less than OIEJX's 10.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONIFX JPMorgan Investor Growth Fund | 3.49% | 3.52% | 3.30% | 3.35% | 8.33% | 4.05% | 7.03% | 8.06% | 8.47% | 8.79% | 5.75% | 6.72% |
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% |
Drawdowns
ONIFX vs. OIEJX - Drawdown Comparison
The maximum ONIFX drawdown since its inception was -49.03%, which is greater than OIEJX's maximum drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for ONIFX and OIEJX.
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Drawdown Indicators
| ONIFX | OIEJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.03% | -36.88% | -12.15% |
Max Drawdown (1Y)Largest decline over 1 year | -10.35% | -11.34% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | -14.74% | -8.58% |
Max Drawdown (10Y)Largest decline over 10 years | -31.33% | -36.88% | +5.55% |
Current DrawdownCurrent decline from peak | -6.49% | -5.30% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -3.03% | -4.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 2.65% | -0.27% |
Volatility
ONIFX vs. OIEJX - Volatility Comparison
JPMorgan Investor Growth Fund (ONIFX) has a higher volatility of 5.31% compared to JPMorgan Equity Income Fund R6 (OIEJX) at 4.07%. This indicates that ONIFX's price experiences larger fluctuations and is considered to be riskier than OIEJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ONIFX | OIEJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 4.07% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 8.64% | 7.87% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.95% | 15.26% | -0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 14.30% | -0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.33% | 16.77% | -1.44% |