HGOYX vs. OLGAX

In the year-to-date period, HGOYX achieves a 47.42% return, which is significantly higher than OLGAX's 36.96% return. Over the past 10 years, HGOYX has underperformed OLGAX with an annualized return of 6.77%, while OLGAX has yielded a comparatively higher 8.76% annualized return.

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HGOYX has a 0.84% expense ratio, which is lower than OLGAX's 1.01% expense ratio.

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.

The current HGOYX Sharpe Ratio is 2.39, which is comparable to the OLGAX Sharpe Ratio of 2.02. The chart below compares the historical Sharpe Ratios of HGOYX and OLGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither HGOYX nor OLGAX has paid dividends to shareholders.

The maximum HGOYX drawdown since its inception was -63.04%, roughly equal to the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for HGOYX and OLGAX. For additional features, visit the drawdowns tool.

The Hartford Growth Opportunities Fund (HGOYX) has a higher volatility of 6.00% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 5.50%. 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.