BISAX vs. OLGAX

In the year-to-date period, BISAX achieves a 18.98% return, which is significantly higher than OLGAX's -4.74% return. Both investments have delivered pretty close results over the past 10 years, with BISAX having a 7.52% annualized return and OLGAX not far behind at 7.36%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BISAX has a 1.36% expense ratio, which is higher than OLGAX's 1.01% expense ratio.

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.

The current BISAX Sharpe Ratio is 2.19, which is higher than the OLGAX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of BISAX and OLGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BISAX's dividend yield for the trailing twelve months is around 2.58%, while OLGAX has not paid dividends to shareholders.

The maximum BISAX drawdown since its inception was -48.87%, 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.

The current volatility for Brandes International Small Cap Equity Fund (BISAX) is 2.71%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 7.02%. 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.