VSCOX vs. OIEJX
Compare and contrast key facts about JPMorgan Small Cap Blend Fund (VSCOX) and JPMorgan Equity Income Fund R6 (OIEJX).
VSCOX is managed by JPMorgan. It was launched on May 19, 1997. OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987.
Performance
VSCOX vs. OIEJX - Performance Comparison
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VSCOX vs. OIEJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSCOX JPMorgan Small Cap Blend Fund | 0.31% | 2.93% | 10.28% | 15.15% | -19.02% | 14.03% | 24.71% | 30.18% | -3.27% | 41.64% |
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, VSCOX achieves a 0.31% return, which is significantly lower than OIEJX's 1.64% return. Both investments have delivered pretty close results over the past 10 years, with VSCOX having a 12.25% annualized return and OIEJX not far behind at 11.66%.
VSCOX
- 1D
- 3.25%
- 1M
- -5.03%
- YTD
- 0.31%
- 6M
- 1.13%
- 1Y
- 12.73%
- 3Y*
- 8.26%
- 5Y*
- 1.62%
- 10Y*
- 12.25%
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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VSCOX vs. OIEJX - Expense Ratio Comparison
VSCOX has a 1.24% expense ratio, which is higher than OIEJX's 0.45% expense ratio.
Return for Risk
VSCOX vs. OIEJX — Risk / Return Rank
VSCOX
OIEJX
VSCOX vs. OIEJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Blend Fund (VSCOX) 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.
| VSCOX | OIEJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.90 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.31 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.20 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.33 | -0.44 |
Martin ratioReturn relative to average drawdown | 3.41 | 5.68 | -2.27 |
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
| VSCOX | OIEJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.90 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.74 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.70 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.76 | -0.37 |
Correlation
The correlation between VSCOX and OIEJX is 0.79, 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
VSCOX vs. OIEJX - Dividend Comparison
VSCOX's dividend yield for the trailing twelve months is around 5.65%, less than OIEJX's 10.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCOX JPMorgan Small Cap Blend Fund | 5.65% | 5.67% | 0.93% | 0.27% | 2.31% | 7.53% | 1.91% | 3.20% | 38.00% | 11.76% | 17.41% | 16.15% |
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
VSCOX vs. OIEJX - Drawdown Comparison
The maximum VSCOX drawdown since its inception was -59.58%, which is greater than OIEJX's maximum drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for VSCOX and OIEJX.
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Drawdown Indicators
| VSCOX | OIEJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.58% | -36.88% | -22.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.86% | -11.34% | -2.52% |
Max Drawdown (5Y)Largest decline over 5 years | -29.51% | -14.74% | -14.77% |
Max Drawdown (10Y)Largest decline over 10 years | -38.28% | -36.88% | -1.40% |
Current DrawdownCurrent decline from peak | -7.42% | -5.30% | -2.12% |
Average DrawdownAverage peak-to-trough decline | -14.72% | -3.03% | -11.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 2.65% | +0.97% |
Volatility
VSCOX vs. OIEJX - Volatility Comparison
JPMorgan Small Cap Blend Fund (VSCOX) has a higher volatility of 6.84% compared to JPMorgan Equity Income Fund R6 (OIEJX) at 4.07%. This indicates that VSCOX'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
| VSCOX | OIEJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.84% | 4.07% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.55% | 7.87% | +4.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.73% | 15.26% | +6.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.76% | 14.30% | +6.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.32% | 16.77% | +5.55% |