# JPMorgan Equity Income R5 (OIERX)

> Source: Nexqual · https://nexqual.com/OIERX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, JPMorgan Equity Income R5 (OIERX), nexqual.com/OIERX" · informational, not investment advice.

**Price:** USD 28.91 (-0.58% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 29.08 · day 28.91–28.91 · 52w 24.59–29.43 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +20.8% vs S&P 500 +13.4%; 5Y +61.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +20.8% | +61.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +20.9% | +10.1% |
| Volatility (annualized) | 10.3% | 13.9% |
| Max drawdown | -7.1% (Feb 2026→Mar 2026) | -14.3% (Mar 2022→Sep 2022) |

## Peers
RERHX (EuroPacific Growth Fund - Class) USD 59.4 -0.00% · OIEPX (JPMorgan Equity Income Fund-R3) USD 28.13 +0.00% · OIEQX (JPMorgan Equity Income Fund-R4) USD 28.85 -0.00% · OIEFX (JPMorgan Equity Income Fd R2) USD 27.97 +0.00% · JLGRX (JPMorgan Large Cap Growth Fund ) USD 86.67 +0.00%

## More
Full page: https://nexqual.com/OIERX · 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