POMIX vs. JMSIX
POMIX (T. Rowe Price Total Equity Market Index Fund) and JMSIX (JPMorgan Income Fund) are both mutual funds - POMIX is a Large Cap Blend Equities fund managed by T. Rowe Price, while JMSIX is a Multisector Bonds fund managed by JPMorgan. Over the past 10 years, POMIX returned 14.70%/yr vs 3.95%/yr for JMSIX. At a 0.23 correlation, their price movements are largely independent. POMIX charges 0.20%/yr vs 0.40%/yr for JMSIX.
Performance
POMIX vs. JMSIX - Performance Comparison
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Returns By Period
In the year-to-date period, POMIX achieves a 10.88% return, which is significantly higher than JMSIX's 1.11% return. Over the past 10 years, POMIX has outperformed JMSIX with an annualized return of 14.70%, while JMSIX has yielded a comparatively lower 3.95% annualized return.
POMIX
- 1D
- 1.14%
- 1M
- 1.04%
- YTD
- 10.88%
- 6M
- 10.17%
- 1Y
- 27.81%
- 3Y*
- 20.70%
- 5Y*
- 12.87%
- 10Y*
- 14.70%
JMSIX
- 1D
- 0.00%
- 1M
- 0.62%
- YTD
- 1.11%
- 6M
- 1.73%
- 1Y
- 5.43%
- 3Y*
- 7.12%
- 5Y*
- 2.84%
- 10Y*
- 3.95%
POMIX vs. JMSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | 10.88% | 17.09% | 23.48% | 26.38% | -19.64% | 25.39% | 19.82% | 30.95% | -5.57% | 19.09% |
JMSIX JPMorgan Income Fund | 1.11% | 7.68% | 7.78% | 6.14% | -8.24% | 3.59% | 3.07% | 11.82% | 1.03% | 6.00% |
Correlation
The correlation between POMIX and JMSIX is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2014 | 0.23 |
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Return for Risk
POMIX vs. JMSIX — Risk / Return Rank
POMIX
JMSIX
POMIX vs. JMSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Total Equity Market Index Fund (POMIX) and JPMorgan Income Fund (JMSIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| POMIX | JMSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | -1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.57 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 3.23 | 3.43 | -0.20 |
| Martin ratioReturn relative to average drawdown | 14.52 | 14.19 | +0.33 |
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Drawdowns
POMIX vs. JMSIX - Drawdown Comparison
The maximum POMIX drawdown since its inception was -55.54%, which is greater than JMSIX's maximum drawdown of -18.40%. Use the drawdown chart below to compare losses from any high point for POMIX and JMSIX.
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Drawdown Indicators
| POMIX | JMSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.54% | -18.40% | -37.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.83% | -1.62% | -7.21% |
Max Drawdown (3Y)Largest decline over 3 years | -19.67% | -2.31% | -17.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.56% | -11.39% | -14.17% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | -18.40% | -16.65% |
Current DrawdownCurrent decline from peak | -1.00% | -0.35% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -2.56% | -8.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.94% | 0.39% | +1.55% |
Volatility
POMIX vs. JMSIX - Volatility Comparison
T. Rowe Price Total Equity Market Index Fund (POMIX) has a higher volatility of 4.86% compared to JPMorgan Income Fund (JMSIX) at 0.77%. This indicates that POMIX's price experiences larger fluctuations and is considered to be riskier than JMSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POMIX | JMSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 0.77% | +4.09% |
Volatility (6M)Calculated over the trailing 6-month period | 10.33% | 1.93% | +8.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.71% | 2.54% | +10.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 3.73% | +13.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 3.87% | +14.69% |
POMIX vs. JMSIX - Expense Ratio Comparison
POMIX has a 0.20% expense ratio, which is lower than JMSIX's 0.40% expense ratio.
Dividends
POMIX vs. JMSIX - Dividend Comparison
POMIX's dividend yield for the trailing twelve months is around 1.92%, less than JMSIX's 6.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMSIX JPMorgan Income Fund | 6.04% | 5.95% | 5.78% | 4.43% | 4.78% | 4.00% | 4.95% | 5.10% | 5.43% | 5.42% | 0.46% | 0.00% |
POMIX T. Rowe Price Total Equity Market Index Fund | 1.92% | 2.13% | 1.76% | 1.46% | 1.49% | 1.53% | 1.55% | 1.91% | 2.89% | 0.20% | 2.41% | 2.08% |
Frequently Asked Questions
POMIX and JMSIX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POMIX has higher volatility (4.86%) compared to JMSIX (0.77%). In terms of maximum drawdown, POMIX dropped -55.54% vs JMSIX's -18.40%.
POMIX currently has the higher Sharpe Ratio (2.25 vs 2.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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