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VEXRX vs. OIEJX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VEXRX vs. OIEJX

Last updated May 12, 2025

Compare and contrast key facts about Vanguard Explorer Fund Admiral Shares (VEXRX) and JPMorgan Equity Income Fund R6 (OIEJX).

VEXRX is managed by Vanguard. It was launched on Nov 12, 2001. 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: VEXRX or OIEJX.

Correlation

The correlation between VEXRX and OIEJX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

VEXRX vs. OIEJX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Explorer Fund Admiral Shares (VEXRX) and JPMorgan Equity Income Fund R6 (OIEJX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

VEXRX

YTD

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1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

OIEJX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VEXRX vs. OIEJX - Expense Ratio Comparison

VEXRX has a 0.29% expense ratio, which is lower than OIEJX's 0.45% expense ratio.

OIEJX
JPMorgan Equity Income Fund R6
VEXRX
Vanguard Explorer Fund Admiral Shares

Risk-Adjusted Performance

VEXRX vs. OIEJX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VEXRX
The Risk-Adjusted Performance Rank of VEXRX is 88
Overall Rank
The Sharpe Ratio Rank of VEXRX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of VEXRX is 77
Sortino Ratio Rank
The Omega Ratio Rank of VEXRX is 88
Omega Ratio Rank
The Calmar Ratio Rank of VEXRX is 99
Calmar Ratio Rank
The Martin Ratio Rank of VEXRX is 77
Martin Ratio Rank
OIEJX
The Risk-Adjusted Performance Rank of OIEJX is 2626
Overall Rank
The Sharpe Ratio Rank of OIEJX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of OIEJX is 2626
Sortino Ratio Rank
The Omega Ratio Rank of OIEJX is 2626
Omega Ratio Rank
The Calmar Ratio Rank of OIEJX is 2727
Calmar Ratio Rank
The Martin Ratio Rank of OIEJX is 2525
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VEXRX vs. OIEJX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Explorer Fund Admiral Shares (VEXRX) 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.

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Dividends

VEXRX vs. OIEJX - Dividend Comparison

VEXRX has not paid dividends to shareholders, while OIEJX's dividend yield for the trailing twelve months is around 2.19%.

TTM20242023202220212020201920182017201620152014
VEXRX
Vanguard Explorer Fund Admiral Shares		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
OIEJX
JPMorgan Equity Income Fund R6		2.19%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VEXRX vs. OIEJX - Drawdown Comparison

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Volatility

VEXRX vs. OIEJX - Volatility Comparison

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