WOOPX vs. OIEJX
Compare and contrast key facts about JPMorgan SMID Cap Equity Fund (WOOPX) and JPMorgan Equity Income Fund R6 (OIEJX).
WOOPX is managed by JPMorgan. It was launched on May 31, 1991. OIEJX is managed by JPMorgan. It was launched on Jul 2, 1987.
Performance
WOOPX vs. OIEJX - Performance Comparison
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WOOPX vs. OIEJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WOOPX JPMorgan SMID Cap Equity Fund | -2.26% | -2.61% | 11.33% | 13.31% | -18.98% | 23.19% | 10.20% | 26.22% | -11.49% | 16.94% |
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, WOOPX achieves a -2.26% return, which is significantly lower than OIEJX's 1.64% return. Over the past 10 years, WOOPX has underperformed OIEJX with an annualized return of 6.59%, while OIEJX has yielded a comparatively higher 11.66% annualized return.
WOOPX
- 1D
- 2.89%
- 1M
- -7.13%
- YTD
- -2.26%
- 6M
- -2.33%
- 1Y
- -0.22%
- 3Y*
- 5.28%
- 5Y*
- 1.94%
- 10Y*
- 6.59%
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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WOOPX vs. OIEJX - Expense Ratio Comparison
WOOPX has a 0.84% expense ratio, which is higher than OIEJX's 0.45% expense ratio.
Return for Risk
WOOPX vs. OIEJX — Risk / Return Rank
WOOPX
OIEJX
WOOPX vs. OIEJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SMID Cap Equity Fund (WOOPX) 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.
| WOOPX | OIEJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 0.90 | -0.89 |
Sortino ratioReturn per unit of downside risk | 0.17 | 1.31 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.20 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 1.33 | -1.29 |
Martin ratioReturn relative to average drawdown | 0.11 | 5.68 | -5.58 |
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
| WOOPX | OIEJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.90 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.74 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.70 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.76 | -0.30 |
Correlation
The correlation between WOOPX and OIEJX is 0.89, 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
WOOPX vs. OIEJX - Dividend Comparison
WOOPX's dividend yield for the trailing twelve months is around 7.15%, less than OIEJX's 10.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOOPX JPMorgan SMID Cap Equity Fund | 7.15% | 6.98% | 1.62% | 0.49% | 12.28% | 20.40% | 3.88% | 11.31% | 26.09% | 7.74% | 0.72% | 9.47% |
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
WOOPX vs. OIEJX - Drawdown Comparison
The maximum WOOPX drawdown since its inception was -58.15%, which is greater than OIEJX's maximum drawdown of -36.88%. Use the drawdown chart below to compare losses from any high point for WOOPX and OIEJX.
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Drawdown Indicators
| WOOPX | OIEJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -36.88% | -21.27% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -11.34% | -2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -24.94% | -14.74% | -10.20% |
Max Drawdown (10Y)Largest decline over 10 years | -41.30% | -36.88% | -4.42% |
Current DrawdownCurrent decline from peak | -12.30% | -5.30% | -7.00% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -3.03% | -5.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 2.65% | +2.25% |
Volatility
WOOPX vs. OIEJX - Volatility Comparison
JPMorgan SMID Cap Equity Fund (WOOPX) has a higher volatility of 6.32% compared to JPMorgan Equity Income Fund R6 (OIEJX) at 4.07%. This indicates that WOOPX'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
| WOOPX | OIEJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 4.07% | +2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 12.11% | 7.87% | +4.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 15.26% | +6.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.77% | 14.30% | +4.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.15% | 16.77% | +3.38% |