HJPSX vs. OLGAX
Compare and contrast key facts about Hennessy Japan Small Cap Fund (HJPSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
HJPSX is managed by Hennessy. It was launched on Aug 30, 2007. OLGAX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HJPSX or OLGAX.
Correlation
The correlation between HJPSX and OLGAX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HJPSX vs. OLGAX - Performance Comparison
Key characteristics
HJPSX:
0.53
OLGAX:
1.24
HJPSX:
0.82
OLGAX:
1.73
HJPSX:
1.10
OLGAX:
1.23
HJPSX:
0.51
OLGAX:
1.75
HJPSX:
2.06
OLGAX:
6.36
HJPSX:
4.51%
OLGAX:
3.64%
HJPSX:
17.69%
OLGAX:
18.73%
HJPSX:
-47.91%
OLGAX:
-64.30%
HJPSX:
-8.66%
OLGAX:
-1.84%
Returns By Period
In the year-to-date period, HJPSX achieves a 0.93% return, which is significantly lower than OLGAX's 3.28% return. Over the past 10 years, HJPSX has underperformed OLGAX with an annualized return of 6.65%, while OLGAX has yielded a comparatively higher 8.46% annualized return.
HJPSX
0.93%
5.61%
6.10%
9.36%
2.79%
6.65%
OLGAX
3.28%
3.75%
13.41%
22.68%
12.68%
8.46%
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HJPSX vs. OLGAX - Expense Ratio Comparison
HJPSX has a 1.57% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
HJPSX vs. OLGAX — Risk-Adjusted Performance Rank
HJPSX
OLGAX
HJPSX vs. OLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hennessy Japan Small Cap Fund (HJPSX) 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.
Dividends
HJPSX vs. OLGAX - Dividend Comparison
HJPSX's dividend yield for the trailing twelve months is around 0.88%, while OLGAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
HJPSX Hennessy Japan Small Cap Fund | 0.88% | 0.89% | 0.85% | 0.60% | 0.01% | 0.23% | 1.30% | 0.00% | 0.33% | 1.11% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.74% | 0.00% |
Drawdowns
HJPSX vs. OLGAX - Drawdown Comparison
The maximum HJPSX drawdown since its inception was -47.91%, smaller than the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for HJPSX and OLGAX. For additional features, visit the drawdowns tool.
Volatility
HJPSX vs. OLGAX - Volatility Comparison
The current volatility for Hennessy Japan Small Cap Fund (HJPSX) is 3.67%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.24%. This indicates that HJPSX 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.