CBFSX vs. OLGAX
Compare and contrast key facts about JPMorgan Corporate Bond Fund (CBFSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
CBFSX is managed by JPMorgan. It was launched on Mar 1, 2013. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
CBFSX vs. OLGAX - Performance Comparison
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CBFSX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBFSX JPMorgan Corporate Bond Fund | -1.27% | 7.45% | 2.71% | 9.20% | -16.06% | -0.77% | 10.23% | 15.05% | -2.31% | 6.89% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -11.67% | 13.79% | 34.85% | 34.28% | -25.58% | 17.87% | 55.60% | 38.81% | 0.23% | 37.75% |
Returns By Period
In the year-to-date period, CBFSX achieves a -1.27% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, CBFSX has underperformed OLGAX with an annualized return of 2.93%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
CBFSX
- 1D
- 0.48%
- 1M
- -3.03%
- YTD
- -1.27%
- 6M
- -0.51%
- 1Y
- 4.00%
- 3Y*
- 4.55%
- 5Y*
- 0.78%
- 10Y*
- 2.93%
OLGAX
- 1D
- -0.66%
- 1M
- -8.22%
- YTD
- -11.67%
- 6M
- -13.40%
- 1Y
- 9.06%
- 3Y*
- 18.61%
- 5Y*
- 9.75%
- 10Y*
- 17.27%
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CBFSX vs. OLGAX - Expense Ratio Comparison
CBFSX has a 0.50% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
CBFSX vs. OLGAX — Risk / Return Rank
CBFSX
OLGAX
CBFSX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Corporate Bond Fund (CBFSX) 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.
| CBFSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.44 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.24 | 0.78 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.11 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.38 | +0.98 |
Martin ratioReturn relative to average drawdown | 4.75 | 1.18 | +3.58 |
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
| CBFSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.44 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.49 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.81 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.47 | +0.05 |
Correlation
The correlation between CBFSX and OLGAX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CBFSX vs. OLGAX - Dividend Comparison
CBFSX's dividend yield for the trailing twelve months is around 4.59%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBFSX JPMorgan Corporate Bond Fund | 4.59% | 4.54% | 4.99% | 4.18% | 4.06% | 7.96% | 3.74% | 3.14% | 4.55% | 6.78% | 3.11% | 3.11% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 13.38% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
CBFSX vs. OLGAX - Drawdown Comparison
The maximum CBFSX drawdown since its inception was -22.42%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for CBFSX and OLGAX.
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Drawdown Indicators
| CBFSX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.42% | -63.25% | +40.83% |
Max Drawdown (1Y)Largest decline over 1 year | -3.49% | -16.92% | +13.43% |
Max Drawdown (5Y)Largest decline over 5 years | -22.42% | -31.34% | +8.92% |
Max Drawdown (10Y)Largest decline over 10 years | -22.42% | -31.87% | +9.45% |
Current DrawdownCurrent decline from peak | -3.03% | -16.92% | +13.89% |
Average DrawdownAverage peak-to-trough decline | -4.39% | -18.78% | +14.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 5.51% | -4.51% |
Volatility
CBFSX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Corporate Bond Fund (CBFSX) is 1.85%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that CBFSX 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.
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Volatility by Period
| CBFSX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 5.22% | -3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 2.90% | 12.06% | -9.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.72% | 20.90% | -16.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.63% | 20.21% | -13.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.99% | 21.52% | -15.53% |