BFOCX vs. OLGAX
Compare and contrast key facts about Berkshire Focus Fund (BFOCX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
BFOCX is managed by Berkshire. It was launched on Jun 30, 1997. 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: BFOCX or OLGAX.
Correlation
The correlation between BFOCX and OLGAX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BFOCX vs. OLGAX - Performance Comparison
Key characteristics
BFOCX:
1.85
OLGAX:
1.38
BFOCX:
2.35
OLGAX:
1.90
BFOCX:
1.30
OLGAX:
1.25
BFOCX:
1.23
OLGAX:
1.95
BFOCX:
9.82
OLGAX:
7.10
BFOCX:
6.61%
OLGAX:
3.64%
BFOCX:
35.09%
OLGAX:
18.76%
BFOCX:
-95.80%
OLGAX:
-64.30%
BFOCX:
-21.62%
OLGAX:
-1.34%
Returns By Period
In the year-to-date period, BFOCX achieves a 10.48% return, which is significantly higher than OLGAX's 3.81% return. Over the past 10 years, BFOCX has outperformed OLGAX with an annualized return of 23.62%, while OLGAX has yielded a comparatively lower 8.84% annualized return.
BFOCX
10.48%
7.36%
54.39%
62.18%
13.79%
23.62%
OLGAX
3.81%
2.80%
18.05%
24.15%
13.36%
8.84%
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BFOCX vs. OLGAX - Expense Ratio Comparison
BFOCX has a 1.94% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
BFOCX vs. OLGAX — Risk-Adjusted Performance Rank
BFOCX
OLGAX
BFOCX vs. OLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) 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
BFOCX vs. OLGAX - Dividend Comparison
Neither BFOCX nor OLGAX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 19.54% | 21.20% | 14.20% | 5.70% | 21.73% | 0.14% | 52.14% | 0.04% |
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% | 0.00% | 0.00% | 0.00% |
Drawdowns
BFOCX vs. OLGAX - Drawdown Comparison
The maximum BFOCX drawdown since its inception was -95.80%, which is greater than OLGAX's maximum drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for BFOCX and OLGAX. For additional features, visit the drawdowns tool.
Volatility
BFOCX vs. OLGAX - Volatility Comparison
Berkshire Focus Fund (BFOCX) has a higher volatility of 12.74% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 5.73%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.