Jpmorgan Income Competition

JNBSX Fund

USD 10.10 0.04 0.40%

Jpmorgan Income Builder competes with Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, Jpmorgan Smartretirement, and Jpmorgan Smartretirement; as well as few others. The fund is listed under Allocation--30% to 50% Equity category and is part of JPMorgan family. Analyzing Jpmorgan Income competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Jpmorgan Income to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Jpmorgan Income Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Jpmorgan Income competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Jpmorgan Income's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
9.74	10.06	10.38

Details

Intrinsic

Valuation

Low	Real	High
9.73	10.05	10.37

Details

Jpmorgan Income Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Jpmorgan Income and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Jpmorgan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Jpmorgan Income Builder does not affect the price movement of the other competitor.

	SRJIX	SRJQX	SRJPX	SRJSX	SRJYX	SRJZX	VMIXX	SRJCX	SRJAX
SRJIX		1.0	1.0	1.0	1.0	1.0	0.59	1.0	1.0	SRJIX
SRJQX	1.0		1.0	1.0	1.0	1.0	0.58	1.0	1.0	SRJQX
SRJPX	1.0	1.0		1.0	1.0	1.0	0.58	1.0	1.0	SRJPX
SRJSX	1.0	1.0	1.0		1.0	1.0	0.59	1.0	1.0	SRJSX
SRJYX	1.0	1.0	1.0	1.0		1.0	0.6	1.0	1.0	SRJYX
SRJZX	1.0	1.0	1.0	1.0	1.0		0.57	1.0	1.0	SRJZX
VMIXX	0.59	0.58	0.58	0.59	0.6	0.57		0.56	0.58	VMIXX
SRJCX	1.0	1.0	1.0	1.0	1.0	1.0	0.56		1.0	SRJCX
SRJAX	1.0	1.0	1.0	1.0	1.0	1.0	0.58	1.0		SRJAX
	SRJIX	SRJQX	SRJPX	SRJSX	SRJYX	SRJZX	VMIXX	SRJCX	SRJAX

Click cells to compare fundamentals

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Backtest Portfolio

Risk-Adjusted Indicators

There is a big difference between Jpmorgan Mutual Fund performing well and Jpmorgan Income Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Jpmorgan Income's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SRJIX	0.39	(0.04)	(0.17)	0.05	0.48	(0.41)	0.86	(0.80)	2.35
SRJQX	0.39	(0.04)	(0.17)	0.05	0.48	(0.41)	0.90	(0.80)	2.40
SRJPX	0.39	(0.04)	(0.17)	0.05	0.49	(0.40)	0.87	(0.81)	2.39
SRJSX	0.39	(0.04)	(0.17)	0.05	0.48	(0.40)	0.86	(0.80)	2.35
SRJYX	0.39	(0.04)	(0.16)	0.05	0.48	(0.41)	0.86	(0.80)	2.39
SRJZX	0.38	(0.04)	(0.17)	0.04	0.48	(0.41)	0.87	(0.77)	2.44
VMIXX	0.03	0.01	0.00	(2.41)	0.00	0.00	0.00	0.00	1.01
SRJCX	0.39	(0.04)	(0.17)	0.04	0.48	(0.42)	0.88	(0.82)	2.42
SRJAX	0.39	(0.04)	(0.17)	0.05	0.48	(0.41)	0.86	(0.81)	2.38

Unable to evaluate fundamental data of [SRJIX, SRJQX, SRJPX, SRJSX, SRJYX, SRJZX, VMIXX, SRJCX, SRJAX] at this time. Please try again later

All Fundamental Data

Jpmorgan Income Competitive Analysis

The better you understand Jpmorgan Income competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Jpmorgan Income's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Jpmorgan Income's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	JNBSX	SRJIX	SRJQX	SRJPX	SRJSX	SRJYX	SRJZX	VMIXX	SRJCX	SRJAX
	0.40 10.10 Jpmorgan	0.56 21.37 Jpmorgan	0.57 21.34 Jpmorgan	0.53 20.97 Jpmorgan	0.52 21.32 Jpmorgan	0.56 21.39 Jpmorgan	0.53 20.94 Jpmorgan	0.00 1.00 Jpmorgan	0.05 20.61 Jpmorgan	0.52 21.12 Jpmorgan
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady	Very steady
Market Performance (90 Days Performance)	Modest	OK	OK	OK	OK	OK	OK	OK	OK	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	About Average	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Sell	Strong Hold	Strong Hold
Net Asset	9.58 B	6.65 B	6.65 B	6.65 B	3.89 B	6.65 B	6.65 B	3.36 B	3.89 B	3.89 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	500
Price To Book	1.81	2.0	N/A	N/A	2.0	N/A	2.0	N/A	1.97	2.0
Five Year Return	4.3	8.36	8.2	7.93	8.2	8.48	7.64	N/A	7.38	8.02
One Year Return	15.68	20.4	20.22	19.92	20.24	20.56	20.24	N/A	19.9	19.98
Last Dividend Paid	0.03	0.06	0.04	0.04	0.05	0.07	0.02	N/A	0.01	0.04
Price To Earning	15.85	17.2	N/A	N/A	17.2	N/A	17.2	N/A	16.97	17.2
Price To Sales	1.61	1.49	N/A	N/A	1.49	N/A	1.49	N/A	1.47	1.49
Cash Position Weight	5.64	6.44	6.44	6.44	6.44	6.44	6.44	N/A	6.44	4.28
Equity Positions Weight	42.94	71.64	71.64	71.64	71.64	71.64	71.64	N/A	71.64	70.01
Three Year Return	1.93	3.76	3.61	3.35	3.61	3.88	3.31	N/A	3.05	3.43
Annual Yield	0.0556	0.0207	0.0176	0.0172	0.0193	0.0216	0.0153	0.0467	0.0125	0.0178
Year To Date Return	9.53	14.05	13.88	13.66	13.89	14.15	14.08	N/A	13.81	13.67
Bond Positions Weight	5.32	2.07	2.07	2.07	2.07	2.07	2.07	N/A	2.07	25.1
Ten Year Return	6.46	8.67	8.61	8.33	8.52	8.71	8.07	N/A	7.7	8.39
Day Typical Price	10.1	21.37	21.34	20.97	21.32	21.39	20.94	1.0	20.61	21.12
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	0.0	9.2 T	9.2 T
Period Momentum Indicator	0.04	0.12	0.12	0.11	0.11	0.12	0.11	N/A	0.01	0.11
Rate Of Daily Change	1.0	1.01	1.01	1.01	1.01	1.01	1.01	1.0	1.0	1.01
Day Median Price	10.1	21.37	21.34	20.97	21.32	21.39	20.94	1.0	20.61	21.12
Price Action Indicator	0.02	0.06	0.06	0.055	0.055	0.06	0.055	N/A	0.005	0.055
Relative Strength Index	58.33	66.96	66.88	67.07	67.31	67.05	66.47	100.0	65.37	67.25
Coefficient Of Variation	2540.22	1477.34	1512.89	1510.9	1463.43	1455.59	1569.99	812.4	1655.69	1523.15
Mean Deviation	0.2516	0.387	0.3868	0.3858	0.3867	0.3904	0.3843	0.0301	0.3922	0.3856
Jensen Alpha	(0.03)	(0.04)	(0.04)	(0.04)	(0.04)	(0.04)	(0.04)	0.0056	(0.04)	(0.04)
Total Risk Alpha	(0.05)	(0.05)	(0.05)	(0.05)	(0.05)	(0.05)	(0.05)	(0.01)	(0.06)	(0.05)
Sortino Ratio	(0.33)	(0.17)	(0.17)	(0.17)	(0.17)	(0.16)	(0.17)	N/A	(0.17)	(0.17)
Downside Variance	0.1161	0.2939	0.2923	0.294	0.2794	0.3117	0.2885	N/A	0.2993	0.2921
Standard Deviation	0.3201	0.5088	0.5109	0.5073	0.5046	0.5117	0.5043	0.1243	0.5132	0.5079
Kurtosis	(0.11)	0.4631	0.4498	0.51	0.3619	0.4406	0.4475	66.0	0.4311	0.4678
Potential Upside	0.5015	0.8559	0.9005	0.8679	0.8576	0.8555	0.8687	N/A	0.878	0.8617
Treynor Ratio	0.0107	0.0474	0.046	0.046	0.0473	0.0479	0.0431	(2.41)	0.0401	0.0451
Maximum Drawdown	1.49	2.35	2.4	2.39	2.35	2.39	2.44	1.01	2.42	2.38
Variance	0.1025	0.2589	0.261	0.2573	0.2546	0.2618	0.2543	0.0155	0.2634	0.2579
Market Risk Adjusted Performance	0.0207	0.0574	0.056	0.056	0.0573	0.0579	0.0531	(2.40)	0.0501	0.0551
Risk Adjusted Performance	0.0162	0.0468	0.0457	0.0456	0.0472	0.0477	0.0436	0.0427	0.0414	0.0452
Skewness	(0)	(0.29)	(0.22)	(0.29)	(0.28)	(0.33)	(0.25)	8.12	(0.25)	(0.27)
Semi Deviation	0.2768	0.4795	0.4787	0.4896	0.4842	0.485	0.4769	N/A	0.4795	0.479
Information Ratio	(0.35)	(0.18)	(0.18)	(0.18)	(0.18)	(0.18)	(0.18)	(0.89)	(0.18)	(0.18)
Value At Risk	(0.60)	(0.80)	(0.80)	(0.81)	(0.80)	(0.80)	(0.77)	N/A	(0.82)	(0.81)
Expected Short fall	(0.29)	(0.41)	(0.41)	(0.40)	(0.40)	(0.41)	(0.41)	N/A	(0.42)	(0.41)
Downside Deviation	0.3408	0.5421	0.5406	0.5423	0.5286	0.5583	0.5371	N/A	0.5471	0.5405
Semi Variance	0.0766	0.2299	0.2292	0.2397	0.2345	0.2352	0.2274	N/A	0.2299	0.2294

Jpmorgan Income Competition Performance Charts

Five steps to successful analysis of Jpmorgan Income Competition

Jpmorgan Income's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Jpmorgan Income Builder in relation to its competition. Jpmorgan Income's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Jpmorgan Income in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Jpmorgan Income's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Jpmorgan Income Builder, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Jpmorgan Income position

In addition to having Jpmorgan Income in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Steel Works Etc theme has 54 constituents at this time.

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Other Information on Investing in Jpmorgan Mutual Fund

Jpmorgan Income financial ratios help investors to determine whether Jpmorgan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Jpmorgan with respect to the benefits of owning Jpmorgan Income security.

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