VEIPX vs. OIEJX
Compare and contrast key facts about Vanguard Equity Income Fund Investor Shares (VEIPX) and JPMorgan Equity Income Fund R6 (OIEJX).
VEIPX is managed by Vanguard. It was launched on Mar 21, 1988. OIEJX is managed by JPMorgan Chase. It was launched on Jul 2, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIPX or OIEJX.
Performance
VEIPX vs. OIEJX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VEIPX having a 17.87% return and OIEJX slightly higher at 18.74%. Over the past 10 years, VEIPX has outperformed OIEJX with an annualized return of 9.65%, while OIEJX has yielded a comparatively lower 8.74% annualized return.
VEIPX
17.87%
-0.04%
8.47%
19.98%
10.16%
9.65%
OIEJX
18.74%
0.74%
10.51%
25.20%
9.59%
8.74%
Key characteristics
| VEIPX | OIEJX | |
|---|---|---|
| Sharpe Ratio | 1.82 | 2.52 |
| Sortino Ratio | 2.39 | 3.56 |
| Omega Ratio | 1.35 | 1.46 |
| Calmar Ratio | 3.51 | 4.10 |
| Martin Ratio | 8.58 | 16.25 |
| Ulcer Index | 2.41% | 1.58% |
| Daily Std Dev | 11.38% | 10.22% |
| Max Drawdown | -54.12% | -36.88% |
| Current Drawdown | -1.17% | -0.92% |
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VEIPX vs. OIEJX - Expense Ratio Comparison
VEIPX has a 0.28% expense ratio, which is lower than OIEJX's 0.45% expense ratio.
Correlation
The correlation between VEIPX and OIEJX is 0.97, 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.
Risk-Adjusted Performance
VEIPX vs. OIEJX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Investor Shares (VEIPX) 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.
Dividends
VEIPX vs. OIEJX - Dividend Comparison
VEIPX's dividend yield for the trailing twelve months is around 2.72%, more than OIEJX's 1.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 2.72% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% | 2.51% |
OIEJX JPMorgan Equity Income Fund R6 | 1.98% | 2.30% | 2.21% | 1.75% | 2.05% | 2.01% | 2.46% | 1.83% | 2.11% | 2.26% | 2.16% | 2.06% |
Drawdowns
VEIPX vs. OIEJX - Drawdown Comparison
The maximum VEIPX drawdown since its inception was -54.12%, which is greater than OIEJX's maximum drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for VEIPX and OIEJX. For additional features, visit the drawdowns tool.
Volatility
VEIPX vs. OIEJX - Volatility Comparison
The current volatility for Vanguard Equity Income Fund Investor Shares (VEIPX) is 3.63%, while JPMorgan Equity Income Fund R6 (OIEJX) has a volatility of 3.87%. This indicates that VEIPX experiences smaller price fluctuations and is considered to be less risky than OIEJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.