BCAAX vs. OLGAX
Compare and contrast key facts about BrandywineGLOBAL - Corporate Credit Fund (BCAAX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
BCAAX is managed by Franklin Templeton Investments. It was launched on Sep 29, 2002. OLGAX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCAAX or OLGAX.
Correlation
The correlation between BCAAX and OLGAX is 0.26, 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.
Performance
BCAAX vs. OLGAX - Performance Comparison
Key characteristics
BCAAX:
3.37
OLGAX:
1.48
BCAAX:
6.32
OLGAX:
2.03
BCAAX:
1.92
OLGAX:
1.27
BCAAX:
6.14
OLGAX:
1.91
BCAAX:
23.28
OLGAX:
7.80
BCAAX:
0.40%
OLGAX:
3.63%
BCAAX:
2.69%
OLGAX:
18.98%
BCAAX:
-36.67%
OLGAX:
-64.30%
BCAAX:
-0.09%
OLGAX:
-1.93%
Returns By Period
In the year-to-date period, BCAAX achieves a 0.56% return, which is significantly lower than OLGAX's 3.19% return. Over the past 10 years, BCAAX has underperformed OLGAX with an annualized return of 1.86%, while OLGAX has yielded a comparatively higher 8.78% annualized return.
BCAAX
0.56%
0.47%
4.32%
8.68%
2.71%
1.86%
OLGAX
3.19%
3.01%
18.04%
25.13%
13.59%
8.78%
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BCAAX vs. OLGAX - Expense Ratio Comparison
BCAAX has a 0.86% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
BCAAX vs. OLGAX — Risk-Adjusted Performance Rank
BCAAX
OLGAX
BCAAX vs. OLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - Corporate Credit Fund (BCAAX) 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.
Dividends
BCAAX vs. OLGAX - Dividend Comparison
BCAAX's dividend yield for the trailing twelve months is around 6.26%, while OLGAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
BCAAX BrandywineGLOBAL - Corporate Credit Fund | 6.26% | 6.85% | 6.24% | 5.45% | 2.48% | 0.00% | 0.00% | 0.00% | 0.00% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.74% |
Drawdowns
BCAAX vs. OLGAX - Drawdown Comparison
The maximum BCAAX drawdown since its inception was -36.67%, smaller than the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for BCAAX and OLGAX. For additional features, visit the drawdowns tool.
Volatility
BCAAX vs. OLGAX - Volatility Comparison
The current volatility for BrandywineGLOBAL - Corporate Credit Fund (BCAAX) is 0.86%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.96%. This indicates that BCAAX 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.