HJPNX vs. OLGAX

In the year-to-date period, HJPNX achieves a 3.45% return, which is significantly higher than OLGAX's 0.03% return. Over the past 10 years, HJPNX has underperformed OLGAX with an annualized return of 7.56%, while OLGAX has yielded a comparatively higher 16.45% annualized return.

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HJPNX has a 1.44% expense ratio, which is higher than OLGAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Hennessy Japan Fund (HJPNX) 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 HJPNX Sharpe Ratio is 0.38, which is comparable to the OLGAX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of HJPNX 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.

HJPNX's dividend yield for the trailing twelve months is around 5.61%, more than OLGAX's 1.03% yield.

The maximum HJPNX drawdown since its inception was -59.51%, smaller than the maximum OLGAX drawdown of -63.07%. Use the drawdown chart below to compare losses from any high point for HJPNX and OLGAX.

The current volatility for Hennessy Japan Fund (HJPNX) is 4.47%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 4.75%. This indicates that HJPNX 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.