CCFAX vs. OLGAX
Compare and contrast key facts about American Funds College 2036 Fund (CCFAX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
CCFAX is managed by American Funds. It was launched on Feb 8, 2018. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
CCFAX vs. OLGAX - Performance Comparison
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CCFAX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | -1.75% | 16.36% | 13.70% | 19.10% | -18.41% | 12.44% | 16.77% | 22.43% | -9.10% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -8.59% | 13.79% | 34.85% | 34.28% | -25.58% | 17.87% | 55.60% | 38.81% | -6.73% |
Returns By Period
In the year-to-date period, CCFAX achieves a -1.75% return, which is significantly higher than OLGAX's -8.59% return.
CCFAX
- 1D
- 1.74%
- 1M
- -4.47%
- YTD
- -1.75%
- 6M
- 0.25%
- 1Y
- 14.23%
- 3Y*
- 13.53%
- 5Y*
- 6.50%
- 10Y*
- —
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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CCFAX vs. OLGAX - Expense Ratio Comparison
CCFAX has a 0.43% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
CCFAX vs. OLGAX — Risk / Return Rank
CCFAX
OLGAX
CCFAX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2036 Fund (CCFAX) 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.
| CCFAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 0.61 | +0.77 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.01 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.14 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 0.77 | +1.13 |
Martin ratioReturn relative to average drawdown | 8.46 | 2.34 | +6.12 |
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
| CCFAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 0.61 | +0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.50 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.48 | +0.11 |
Correlation
The correlation between CCFAX and OLGAX is 0.88, 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
CCFAX vs. OLGAX - Dividend Comparison
CCFAX's dividend yield for the trailing twelve months is around 7.23%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCFAX American Funds College 2036 Fund | 7.23% | 7.10% | 5.41% | 1.75% | 4.66% | 7.82% | 4.37% | 2.61% | 1.20% | 0.00% | 0.00% | 0.00% |
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
CCFAX vs. OLGAX - Drawdown Comparison
The maximum CCFAX drawdown since its inception was -25.80%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for CCFAX and OLGAX.
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Drawdown Indicators
| CCFAX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.80% | -63.25% | +37.45% |
Max Drawdown (1Y)Largest decline over 1 year | -7.73% | -16.92% | +9.19% |
Max Drawdown (5Y)Largest decline over 5 years | -25.34% | -31.34% | +6.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.87% | — |
Current DrawdownCurrent decline from peak | -5.01% | -14.02% | +9.01% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -18.78% | +13.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 5.58% | -3.84% |
Volatility
CCFAX vs. OLGAX - Volatility Comparison
The current volatility for American Funds College 2036 Fund (CCFAX) is 3.77%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that CCFAX 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
| CCFAX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 6.48% | -2.71% |
Volatility (6M)Calculated over the trailing 6-month period | 6.24% | 12.54% | -6.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 21.14% | -10.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.52% | 20.26% | -8.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.41% | 21.55% | -8.14% |