AGEPX vs. OLGAX
Compare and contrast key facts about American Beacon Frontier Markets Income Fund (AGEPX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
AGEPX is managed by American Beacon. It was launched on Feb 24, 2014. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
AGEPX vs. OLGAX - Performance Comparison
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AGEPX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGEPX American Beacon Frontier Markets Income Fund | 1.69% | 18.76% | 15.58% | 12.83% | -12.84% | 6.64% | 2.25% | 13.10% | -3.51% | 14.90% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -8.59% | 13.79% | 34.85% | 34.28% | -25.58% | 17.87% | 55.60% | 38.81% | 0.23% | 37.75% |
Returns By Period
In the year-to-date period, AGEPX achieves a 1.69% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, AGEPX has underperformed OLGAX with an annualized return of 7.51%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
AGEPX
- 1D
- 0.13%
- 1M
- -2.45%
- YTD
- 1.69%
- 6M
- 7.57%
- 1Y
- 18.56%
- 3Y*
- 16.05%
- 5Y*
- 7.82%
- 10Y*
- 7.51%
OLGAX
- 1D
- 3.49%
- 1M
- -4.92%
- YTD
- -8.59%
- 6M
- -10.58%
- 1Y
- 12.10%
- 3Y*
- 19.98%
- 5Y*
- 10.17%
- 10Y*
- 17.67%
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AGEPX vs. OLGAX - Expense Ratio Comparison
AGEPX has a 1.38% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Return for Risk
AGEPX vs. OLGAX — Risk / Return Rank
AGEPX
OLGAX
AGEPX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Frontier Markets Income Fund (AGEPX) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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.
| AGEPX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.01 | 0.61 | +3.40 |
Sortino ratioReturn per unit of downside risk | 5.61 | 1.01 | +4.60 |
Omega ratioGain probability vs. loss probability | 2.06 | 1.14 | +0.92 |
Calmar ratioReturn relative to maximum drawdown | 4.36 | 0.77 | +3.59 |
Martin ratioReturn relative to average drawdown | 21.44 | 2.34 | +19.10 |
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
| AGEPX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.01 | 0.61 | +3.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.53 | 0.50 | +1.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.51 | 0.82 | +0.69 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 0.48 | +0.78 |
Correlation
The correlation between AGEPX and OLGAX is 0.22, 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
AGEPX vs. OLGAX - Dividend Comparison
AGEPX's dividend yield for the trailing twelve months is around 8.96%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGEPX American Beacon Frontier Markets Income Fund | 8.96% | 9.79% | 11.92% | 9.40% | 7.26% | 7.65% | 7.07% | 8.38% | 9.55% | 7.09% | 8.28% | 6.80% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 12.93% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
AGEPX vs. OLGAX - Drawdown Comparison
The maximum AGEPX drawdown since its inception was -22.47%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for AGEPX and OLGAX.
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Drawdown Indicators
| AGEPX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.47% | -63.25% | +40.78% |
Max Drawdown (1Y)Largest decline over 1 year | -4.14% | -16.92% | +12.78% |
Max Drawdown (5Y)Largest decline over 5 years | -22.47% | -31.34% | +8.87% |
Max Drawdown (10Y)Largest decline over 10 years | -22.47% | -31.87% | +9.40% |
Current DrawdownCurrent decline from peak | -3.04% | -14.02% | +10.98% |
Average DrawdownAverage peak-to-trough decline | -3.69% | -18.78% | +15.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.84% | 5.58% | -4.74% |
Volatility
AGEPX vs. OLGAX - Volatility Comparison
The current volatility for American Beacon Frontier Markets Income Fund (AGEPX) is 1.69%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that AGEPX experiences smaller price fluctuations and is considered to be less risky than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGEPX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.69% | 6.48% | -4.79% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 12.54% | -9.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.62% | 21.14% | -16.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.12% | 20.26% | -15.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.98% | 21.55% | -16.57% |