HLGEX vs. OLGAX
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund (HLGEX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
HLGEX is managed by JPMorgan. It was launched on Mar 2, 1989. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
HLGEX vs. OLGAX - Performance Comparison
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HLGEX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLGEX JPMorgan Mid Cap Growth Fund | -5.79% | 8.65% | 22.80% | 23.11% | -27.08% | 10.67% | 48.33% | 39.73% | -5.07% | 29.51% |
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, HLGEX achieves a -5.79% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, HLGEX has underperformed OLGAX with an annualized return of 12.70%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
HLGEX
- 1D
- 3.94%
- 1M
- -6.15%
- YTD
- -5.79%
- 6M
- -8.32%
- 1Y
- 11.90%
- 3Y*
- 12.84%
- 5Y*
- 3.94%
- 10Y*
- 12.70%
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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HLGEX vs. OLGAX - Expense Ratio Comparison
HLGEX has a 0.89% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
HLGEX vs. OLGAX — Risk / Return Rank
HLGEX
OLGAX
HLGEX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund (HLGEX) 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.
| HLGEX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.61 | -0.05 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.01 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.14 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.77 | +0.09 |
Martin ratioReturn relative to average drawdown | 2.75 | 2.34 | +0.41 |
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
| HLGEX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.61 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.50 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.82 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.48 | +0.01 |
Correlation
The correlation between HLGEX and OLGAX is 0.88, 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
HLGEX vs. OLGAX - Dividend Comparison
HLGEX's dividend yield for the trailing twelve months is around 10.01%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLGEX JPMorgan Mid Cap Growth Fund | 10.01% | 9.43% | 14.70% | 0.00% | 0.79% | 8.87% | 10.61% | 7.29% | 7.26% | 6.41% | 0.04% | 5.32% |
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
HLGEX vs. OLGAX - Drawdown Comparison
The maximum HLGEX drawdown since its inception was -57.65%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for HLGEX and OLGAX.
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Drawdown Indicators
| HLGEX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.65% | -63.25% | +5.60% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -16.92% | +2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -37.16% | -31.34% | -5.82% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -31.87% | -5.29% |
Current DrawdownCurrent decline from peak | -10.81% | -14.02% | +3.21% |
Average DrawdownAverage peak-to-trough decline | -11.46% | -18.78% | +7.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.46% | 5.58% | -1.12% |
Volatility
HLGEX vs. OLGAX - Volatility Comparison
JPMorgan Mid Cap Growth Fund (HLGEX) has a higher volatility of 7.64% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 6.48%. This indicates that HLGEX'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
| HLGEX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 6.48% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 12.54% | +1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.08% | 21.14% | +1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.32% | 20.26% | +2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 21.55% | +0.35% |