BRWJX vs. OLGAX
Compare and contrast key facts about MFS Blended Research Growth Equity Fund (BRWJX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
BRWJX is managed by MFS. It was launched on Sep 15, 2015. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
BRWJX vs. OLGAX - Performance Comparison
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BRWJX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRWJX MFS Blended Research Growth Equity Fund | -8.26% | 16.90% | 35.62% | 41.06% | -29.75% | 28.77% | 30.81% | 32.37% | -4.78% | 26.36% |
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
The year-to-date returns for both stocks are quite close, with BRWJX having a -8.26% return and OLGAX slightly lower at -8.59%. Over the past 10 years, BRWJX has underperformed OLGAX with an annualized return of 15.09%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
BRWJX
- 1D
- 3.90%
- 1M
- -5.45%
- YTD
- -8.26%
- 6M
- -8.31%
- 1Y
- 18.35%
- 3Y*
- 22.05%
- 5Y*
- 12.06%
- 10Y*
- 15.09%
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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BRWJX vs. OLGAX - Expense Ratio Comparison
BRWJX has a 0.49% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
BRWJX vs. OLGAX — Risk / Return Rank
BRWJX
OLGAX
BRWJX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research Growth Equity Fund (BRWJX) 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.
| BRWJX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.61 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.01 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 0.77 | +0.52 |
Martin ratioReturn relative to average drawdown | 4.40 | 2.34 | +2.06 |
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
| BRWJX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.61 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.50 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.82 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.48 | +0.23 |
Correlation
The correlation between BRWJX and OLGAX is 0.96, 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.
Dividends
BRWJX vs. OLGAX - Dividend Comparison
BRWJX's dividend yield for the trailing twelve months is around 7.22%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRWJX MFS Blended Research Growth Equity Fund | 7.22% | 6.63% | 4.91% | 0.61% | 2.48% | 17.39% | 6.83% | 4.52% | 7.81% | 0.82% | 0.39% | 0.35% |
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
BRWJX vs. OLGAX - Drawdown Comparison
The maximum BRWJX drawdown since its inception was -32.12%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for BRWJX and OLGAX.
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Drawdown Indicators
| BRWJX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.12% | -63.25% | +31.13% |
Max Drawdown (1Y)Largest decline over 1 year | -15.10% | -16.92% | +1.82% |
Max Drawdown (5Y)Largest decline over 5 years | -32.12% | -31.34% | -0.78% |
Max Drawdown (10Y)Largest decline over 10 years | -32.12% | -31.87% | -0.25% |
Current DrawdownCurrent decline from peak | -11.79% | -14.02% | +2.23% |
Average DrawdownAverage peak-to-trough decline | -6.17% | -18.78% | +12.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 5.58% | -1.16% |
Volatility
BRWJX vs. OLGAX - Volatility Comparison
MFS Blended Research Growth Equity Fund (BRWJX) has a higher volatility of 7.03% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 6.48%. This indicates that BRWJX'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.
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Volatility by Period
| BRWJX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.03% | 6.48% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 12.54% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.81% | 21.14% | +1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.25% | 20.26% | +0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.77% | 21.55% | -0.78% |