BISAX vs. OLGAX
Compare and contrast key facts about Brandes International Small Cap Equity Fund (BISAX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
BISAX is managed by Brandes. It was launched on Jan 30, 2012. 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: BISAX or OLGAX.
Key characteristics
| BISAX | OLGAX | |
|---|---|---|
| YTD Return | 16.47% | 16.81% |
| 1Y Return | 41.48% | 37.85% |
| 3Y Return (Ann) | 13.52% | 10.80% |
| 5Y Return (Ann) | 14.52% | 19.45% |
| 10Y Return (Ann) | 6.55% | 16.77% |
| Sharpe Ratio | 3.58 | 2.38 |
| Daily Std Dev | 11.37% | 16.84% |
| Max Drawdown | -48.26% | -64.30% |
| Current Drawdown | 0.00% | -0.64% |
Correlation
The correlation between BISAX and OLGAX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BISAX vs. OLGAX - Performance Comparison
The year-to-date returns for both investments are quite close, with BISAX having a 16.47% return and OLGAX slightly higher at 16.81%. Over the past 10 years, BISAX has underperformed OLGAX with an annualized return of 6.55%, while OLGAX has yielded a comparatively higher 16.77% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BISAX vs. OLGAX - Expense Ratio Comparison
BISAX has a 1.36% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
BISAX vs. OLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brandes International Small Cap Equity Fund (BISAX) 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
BISAX vs. OLGAX - Dividend Comparison
BISAX's dividend yield for the trailing twelve months is around 2.38%, while OLGAX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BISAX Brandes International Small Cap Equity Fund | 2.38% | 2.77% | 3.87% | 3.46% | 0.81% | 0.66% | 3.88% | 8.33% | 4.00% | 3.44% | 4.74% | 9.68% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 0.00% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 0.00% | 1.80% | 0.00% |
Drawdowns
BISAX vs. OLGAX - Drawdown Comparison
The maximum BISAX drawdown since its inception was -48.26%, smaller than the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for BISAX and OLGAX. For additional features, visit the drawdowns tool.
Volatility
BISAX vs. OLGAX - Volatility Comparison
The current volatility for Brandes International Small Cap Equity Fund (BISAX) is 3.19%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.63%. This indicates that BISAX 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.