HLQVX vs. OLGAX
Compare and contrast key facts about JPMorgan Large Cap Value Fund (HLQVX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
HLQVX is managed by JPMorgan. It was launched on Mar 1, 1991. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
HLQVX vs. OLGAX - Performance Comparison
Loading graphics...
HLQVX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLQVX JPMorgan Large Cap Value Fund | -0.76% | 15.67% | 27.12% | 11.35% | -0.11% | 23.57% | 10.54% | 27.44% | -15.21% | 17.67% |
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, HLQVX achieves a -0.76% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, HLQVX has underperformed OLGAX with an annualized return of 12.91%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
HLQVX
- 1D
- 1.96%
- 1M
- -5.48%
- YTD
- -0.76%
- 6M
- 2.72%
- 1Y
- 15.48%
- 3Y*
- 16.97%
- 5Y*
- 11.14%
- 10Y*
- 12.91%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HLQVX vs. OLGAX - Expense Ratio Comparison
HLQVX has a 0.69% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
HLQVX vs. OLGAX — Risk / Return Rank
HLQVX
OLGAX
HLQVX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Value Fund (HLQVX) 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.
| HLQVX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.61 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.01 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 0.77 | +0.64 |
Martin ratioReturn relative to average drawdown | 5.16 | 2.34 | +2.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HLQVX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.61 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.50 | +0.18 |
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 | 0.45 | 0.48 | -0.02 |
Correlation
The correlation between HLQVX and OLGAX is 0.77, 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
HLQVX vs. OLGAX - Dividend Comparison
HLQVX's dividend yield for the trailing twelve months is around 8.06%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLQVX JPMorgan Large Cap Value Fund | 8.06% | 8.05% | 20.76% | 5.44% | 5.80% | 8.22% | 1.05% | 1.38% | 9.09% | 9.21% | 5.91% | 14.85% |
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
HLQVX vs. OLGAX - Drawdown Comparison
The maximum HLQVX drawdown since its inception was -60.03%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for HLQVX and OLGAX.
Loading graphics...
Drawdown Indicators
| HLQVX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.03% | -63.25% | +3.22% |
Max Drawdown (1Y)Largest decline over 1 year | -11.40% | -16.92% | +5.52% |
Max Drawdown (5Y)Largest decline over 5 years | -18.38% | -31.34% | +12.96% |
Max Drawdown (10Y)Largest decline over 10 years | -43.21% | -31.87% | -11.34% |
Current DrawdownCurrent decline from peak | -7.53% | -14.02% | +6.49% |
Average DrawdownAverage peak-to-trough decline | -9.43% | -18.78% | +9.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 5.58% | -2.46% |
Volatility
HLQVX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Large Cap Value Fund (HLQVX) is 4.66%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that HLQVX 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.
Loading graphics...
Volatility by Period
| HLQVX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.66% | 6.48% | -1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.77% | 12.54% | -2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.56% | 21.14% | -4.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | 20.26% | -3.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.42% | 21.55% | -1.13% |