FGINX vs. OLVAX
Compare and contrast key facts about Delaware Growth and Income Fund (FGINX) and JPMorgan Large Cap Value Fund Class A (OLVAX).
FGINX is managed by Delaware Funds. It was launched on Oct 4, 1993. OLVAX is managed by JPMorgan. It was launched on Feb 18, 1992.
Performance
FGINX vs. OLVAX - Performance Comparison
Loading graphics...
FGINX vs. OLVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGINX Delaware Growth and Income Fund | 4.63% | 29.78% | 15.13% | 11.98% | 3.03% | 21.37% | -0.08% | 25.64% | -10.27% | 18.08% |
OLVAX JPMorgan Large Cap Value Fund Class A | -0.79% | 15.40% | 26.56% | 11.05% | -0.35% | 23.30% | 10.24% | 27.12% | -15.41% | 17.45% |
Returns By Period
In the year-to-date period, FGINX achieves a 4.63% return, which is significantly higher than OLVAX's -0.79% return. Both investments have delivered pretty close results over the past 10 years, with FGINX having a 12.18% annualized return and OLVAX not far ahead at 12.63%.
FGINX
- 1D
- 2.03%
- 1M
- -4.23%
- YTD
- 4.63%
- 6M
- 13.55%
- 1Y
- 29.67%
- 3Y*
- 21.87%
- 5Y*
- 14.90%
- 10Y*
- 12.18%
OLVAX
- 1D
- 2.00%
- 1M
- -5.47%
- YTD
- -0.79%
- 6M
- 2.62%
- 1Y
- 15.22%
- 3Y*
- 16.61%
- 5Y*
- 10.83%
- 10Y*
- 12.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FGINX vs. OLVAX - Expense Ratio Comparison
FGINX has a 1.02% expense ratio, which is higher than OLVAX's 0.93% expense ratio.
Return for Risk
FGINX vs. OLVAX — Risk / Return Rank
FGINX
OLVAX
FGINX vs. OLVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Growth and Income Fund (FGINX) and JPMorgan Large Cap Value Fund Class A (OLVAX). 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.
| FGINX | OLVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 0.91 | +0.94 |
Sortino ratioReturn per unit of downside risk | 2.47 | 1.34 | +1.13 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.19 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.55 | 1.38 | +1.16 |
Martin ratioReturn relative to average drawdown | 10.90 | 5.05 | +5.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FGINX | OLVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 0.91 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 0.66 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.62 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.42 | +0.11 |
Correlation
The correlation between FGINX and OLVAX is 0.92, 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
FGINX vs. OLVAX - Dividend Comparison
FGINX's dividend yield for the trailing twelve months is around 10.86%, more than OLVAX's 7.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGINX Delaware Growth and Income Fund | 10.86% | 11.28% | 12.40% | 7.11% | 7.04% | 11.97% | 6.59% | 51.75% | 25.36% | 5.13% | 4.12% | 5.66% |
OLVAX JPMorgan Large Cap Value Fund Class A | 7.61% | 7.60% | 19.97% | 5.09% | 5.43% | 7.79% | 0.81% | 1.11% | 8.65% | 8.87% | 5.56% | 14.94% |
Drawdowns
FGINX vs. OLVAX - Drawdown Comparison
The maximum FGINX drawdown since its inception was -54.80%, smaller than the maximum OLVAX drawdown of -60.15%. Use the drawdown chart below to compare losses from any high point for FGINX and OLVAX.
Loading graphics...
Drawdown Indicators
| FGINX | OLVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.80% | -60.15% | +5.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.56% | -11.41% | -0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -18.49% | +2.28% |
Max Drawdown (10Y)Largest decline over 10 years | -37.37% | -43.20% | +5.83% |
Current DrawdownCurrent decline from peak | -5.46% | -7.55% | +2.09% |
Average DrawdownAverage peak-to-trough decline | -9.74% | -9.86% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 3.13% | -0.43% |
Volatility
FGINX vs. OLVAX - Volatility Comparison
The current volatility for Delaware Growth and Income Fund (FGINX) is 4.24%, while JPMorgan Large Cap Value Fund Class A (OLVAX) has a volatility of 4.65%. This indicates that FGINX experiences smaller price fluctuations and is considered to be less risky than OLVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FGINX | OLVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.65% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 9.01% | 9.76% | -0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 16.54% | -0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.88% | 16.44% | -1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.04% | 20.39% | -3.35% |