VLCAX vs. OIEJX

In the year-to-date period, VLCAX achieves a 1.91% return, which is significantly lower than OIEJX's 3.55% return. Over the past 10 years, VLCAX has outperformed OIEJX with an annualized return of 12.77%, while OIEJX has yielded a comparatively lower 7.84% annualized return.

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VLCAX has a 0.05% expense ratio, which is lower than OIEJX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) 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.

The current VLCAX Sharpe Ratio is 0.73, which is higher than the OIEJX Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of VLCAX and OIEJX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VLCAX's dividend yield for the trailing twelve months is around 1.23%, less than OIEJX's 2.12% yield.

The maximum VLCAX drawdown since its inception was -54.76%, which is greater than OIEJX's maximum drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for VLCAX and OIEJX. For additional features, visit the drawdowns tool.

Vanguard Large-Cap Index Fund Admiral Shares (VLCAX) has a higher volatility of 5.50% compared to JPMorgan Equity Income Fund R6 (OIEJX) at 4.41%. This indicates that VLCAX'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.