WOBDX vs. JEPAX
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and JPMorgan Equity Premium Income Fund Class A (JEPAX).
WOBDX is managed by JPMorgan. It was launched on May 31, 1991. JEPAX is managed by JPMorgan. It was launched on Aug 31, 2018.
Performance
WOBDX vs. JEPAX - Performance Comparison
Loading graphics...
WOBDX vs. JEPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | -0.08% | 7.38% | 1.97% | 5.79% | -12.35% | -1.11% | 8.13% | 5.19% |
JEPAX JPMorgan Equity Premium Income Fund Class A | -2.40% | 7.55% | 12.07% | 9.42% | -4.05% | 19.13% | 5.75% | 7.45% |
Returns By Period
In the year-to-date period, WOBDX achieves a -0.08% return, which is significantly higher than JEPAX's -2.40% return.
WOBDX
- 1D
- 0.59%
- 1M
- -2.12%
- YTD
- -0.08%
- 6M
- 0.83%
- 1Y
- 4.21%
- 3Y*
- 3.77%
- 5Y*
- 0.65%
- 10Y*
- 1.97%
JEPAX
- 1D
- 0.07%
- 1M
- -7.35%
- YTD
- -2.40%
- 6M
- 0.30%
- 1Y
- 4.66%
- 3Y*
- 8.21%
- 5Y*
- 7.30%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WOBDX vs. JEPAX - Expense Ratio Comparison
WOBDX has a 0.50% expense ratio, which is lower than JEPAX's 0.85% expense ratio.
Return for Risk
WOBDX vs. JEPAX — Risk / Return Rank
WOBDX
JEPAX
WOBDX vs. JEPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) and JPMorgan Equity Premium Income Fund Class A (JEPAX). 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.
| WOBDX | JEPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.46 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.47 | 0.74 | +0.73 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.46 | +1.41 |
Martin ratioReturn relative to average drawdown | 5.20 | 2.14 | +3.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WOBDX | JEPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.46 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.64 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 0.51 | +0.67 |
Correlation
The correlation between WOBDX and JEPAX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WOBDX vs. JEPAX - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 4.05%, less than JEPAX's 7.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 4.05% | 3.97% | 3.95% | 3.51% | 2.68% | 2.82% | 4.00% | 3.23% | 2.91% | 2.88% | 2.84% | 2.54% |
JEPAX JPMorgan Equity Premium Income Fund Class A | 7.45% | 7.88% | 6.95% | 8.19% | 11.98% | 5.96% | 11.35% | 5.61% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WOBDX vs. JEPAX - Drawdown Comparison
The maximum WOBDX drawdown since its inception was -16.65%, smaller than the maximum JEPAX drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for WOBDX and JEPAX.
Loading graphics...
Drawdown Indicators
| WOBDX | JEPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.65% | -32.69% | +16.04% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -10.43% | +7.74% |
Max Drawdown (5Y)Largest decline over 5 years | -16.65% | -13.74% | -2.91% |
Max Drawdown (10Y)Largest decline over 10 years | -16.65% | — | — |
Current DrawdownCurrent decline from peak | -2.12% | -7.35% | +5.23% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -3.05% | +1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 2.23% | -1.26% |
Volatility
WOBDX vs. JEPAX - Volatility Comparison
The current volatility for JPMorgan Core Bond Fund (WOBDX) is 1.65%, while JPMorgan Equity Premium Income Fund Class A (JEPAX) has a volatility of 3.45%. This indicates that WOBDX experiences smaller price fluctuations and is considered to be less risky than JEPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WOBDX | JEPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 3.45% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 2.63% | 6.50% | -3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.35% | 13.68% | -9.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 11.40% | -5.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.69% | 15.02% | -10.33% |