HGOYX vs. OLGAX
Compare and contrast key facts about The Hartford Growth Opportunities Fund (HGOYX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
HGOYX is managed by Hartford. It was launched on Feb 19, 2002. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
HGOYX vs. OLGAX - Performance Comparison
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HGOYX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HGOYX The Hartford Growth Opportunities Fund | -10.11% | 13.55% | 42.30% | 40.99% | -36.88% | 7.60% | 62.18% | 30.37% | -0.67% | 30.76% |
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
In the year-to-date period, HGOYX achieves a -10.11% return, which is significantly lower than OLGAX's -8.59% return. Over the past 10 years, HGOYX has underperformed OLGAX with an annualized return of 14.78%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
HGOYX
- 1D
- 4.65%
- 1M
- -5.18%
- YTD
- -10.11%
- 6M
- -10.13%
- 1Y
- 15.50%
- 3Y*
- 21.20%
- 5Y*
- 6.18%
- 10Y*
- 14.78%
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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HGOYX vs. OLGAX - Expense Ratio Comparison
HGOYX has a 0.84% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
HGOYX vs. OLGAX — Risk / Return Rank
HGOYX
OLGAX
HGOYX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hartford Growth Opportunities Fund (HGOYX) 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.
| HGOYX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.61 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.01 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.14 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.77 | +0.14 |
Martin ratioReturn relative to average drawdown | 3.10 | 2.34 | +0.76 |
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
| HGOYX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.61 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.50 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.82 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.48 | +0.04 |
Correlation
The correlation between HGOYX and OLGAX is 0.94, 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
HGOYX vs. OLGAX - Dividend Comparison
HGOYX's dividend yield for the trailing twelve months is around 6.19%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HGOYX The Hartford Growth Opportunities Fund | 6.19% | 5.56% | 0.00% | 0.00% | 0.00% | 20.17% | 11.94% | 5.50% | 28.31% | 8.15% | 3.55% | 8.46% |
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
HGOYX vs. OLGAX - Drawdown Comparison
The maximum HGOYX drawdown since its inception was -58.04%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for HGOYX and OLGAX.
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Drawdown Indicators
| HGOYX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.04% | -63.25% | +5.21% |
Max Drawdown (1Y)Largest decline over 1 year | -17.70% | -16.92% | -0.78% |
Max Drawdown (5Y)Largest decline over 5 years | -44.98% | -31.34% | -13.64% |
Max Drawdown (10Y)Largest decline over 10 years | -44.98% | -31.87% | -13.11% |
Current DrawdownCurrent decline from peak | -13.87% | -14.02% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -11.47% | -18.78% | +7.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 5.58% | -0.39% |
Volatility
HGOYX vs. OLGAX - Volatility Comparison
The Hartford Growth Opportunities Fund (HGOYX) has a higher volatility of 8.31% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 6.48%. This indicates that HGOYX'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
| HGOYX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.31% | 6.48% | +1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 14.82% | 12.54% | +2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.05% | 21.14% | +2.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.14% | 20.26% | +4.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.37% | 21.55% | +1.82% |