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 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: BRWJX or OLGAX.
Correlation
The correlation between BRWJX and OLGAX is 0.95, 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
BRWJX vs. OLGAX - Performance Comparison
Key characteristics
BRWJX:
1.30
OLGAX:
1.26
BRWJX:
1.75
OLGAX:
1.75
BRWJX:
1.24
OLGAX:
1.23
BRWJX:
1.86
OLGAX:
1.76
BRWJX:
5.98
OLGAX:
6.40
BRWJX:
4.00%
OLGAX:
3.64%
BRWJX:
18.46%
OLGAX:
18.54%
BRWJX:
-42.92%
OLGAX:
-64.30%
BRWJX:
-4.47%
OLGAX:
-1.54%
Returns By Period
In the year-to-date period, BRWJX achieves a 3.42% return, which is significantly lower than OLGAX's 3.61% return.
BRWJX
3.42%
0.74%
9.79%
25.76%
10.60%
N/A
OLGAX
3.61%
0.53%
10.87%
25.57%
12.78%
8.26%
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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.
Risk-Adjusted Performance
BRWJX vs. OLGAX — Risk-Adjusted Performance Rank
BRWJX
OLGAX
BRWJX vs. OLGAX - Risk-Adjusted Performance 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.
Dividends
BRWJX vs. OLGAX - Dividend Comparison
BRWJX's dividend yield for the trailing twelve months is around 0.36%, while OLGAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRWJX MFS Blended Research Growth Equity Fund | 0.36% | 0.37% | 0.61% | 0.12% | 0.26% | 0.48% | 0.83% | 0.97% | 0.44% | 0.39% | 0.34% |
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% |
Drawdowns
BRWJX vs. OLGAX - Drawdown Comparison
The maximum BRWJX drawdown since its inception was -42.92%, smaller than the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for BRWJX and OLGAX. For additional features, visit the drawdowns tool.
Volatility
BRWJX vs. OLGAX - Volatility Comparison
MFS Blended Research Growth Equity Fund (BRWJX) has a higher volatility of 4.94% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 4.62%. 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.