# JPMorgan Equity Income I (HLIEX)

> Source: Nexqual · https://nexqual.com/HLIEX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, JPMorgan Equity Income I (HLIEX), nexqual.com/HLIEX" · informational, not investment advice.

**Price:** USD 28.88 (-0.55% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 29.04 · day 28.88–28.88 · 52w 24.57–29.4 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +20.7% vs S&P 500 +13.4%; 5Y +60.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +20.7% | +60.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +20.8% | +9.9% |
| Volatility (annualized) | 10.4% | 13.9% |
| Max drawdown | -7.1% (Feb 2026→Mar 2026) | -14.4% (Mar 2022→Sep 2022) |

## Peers
SEEGX (JPMorgan Large Cap Growth Fund ) USD 83.1 +0.00% · JGASX (JPMorgan Growth Advantage Fund ) USD 41.11 -0.00% · MDIJX (MFS International Diversificati) USD 30.45 -0.00% · JNBSX (JPMorgan Income Builder Fund Cl) USD 10.49 +0.00% · JHEQX (JPMorgan Hedged Equity Fund Cla) USD 35.27 -0.00%

## More
Full page: https://nexqual.com/HLIEX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt