JCMAX vs. OLGAX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund Class A (JCMAX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JCMAX is managed by JPMorgan. It was launched on Nov 2, 2009. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JCMAX vs. OLGAX - Performance Comparison
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JCMAX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JCMAX JPMorgan Mid Cap Equity Fund Class A | -2.67% | 5.82% | 18.44% | 15.87% | -16.24% | 19.67% | 22.33% | 32.37% | -8.43% | 20.96% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -11.67% | 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, JCMAX achieves a -2.67% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, JCMAX has underperformed OLGAX with an annualized return of 10.46%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
JCMAX
- 1D
- -0.50%
- 1M
- -7.88%
- YTD
- -2.67%
- 6M
- -3.02%
- 1Y
- 7.87%
- 3Y*
- 11.07%
- 5Y*
- 5.58%
- 10Y*
- 10.46%
OLGAX
- 1D
- -0.66%
- 1M
- -8.22%
- YTD
- -11.67%
- 6M
- -13.40%
- 1Y
- 9.06%
- 3Y*
- 18.61%
- 5Y*
- 9.75%
- 10Y*
- 17.27%
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JCMAX vs. OLGAX - Expense Ratio Comparison
JCMAX has a 1.14% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Return for Risk
JCMAX vs. OLGAX — Risk / Return Rank
JCMAX
OLGAX
JCMAX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class A (JCMAX) 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.
| JCMAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.44 | +0.03 |
Sortino ratioReturn per unit of downside risk | 0.79 | 0.78 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.11 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 0.38 | +0.15 |
Martin ratioReturn relative to average drawdown | 2.38 | 1.18 | +1.21 |
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
| JCMAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.44 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.49 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.81 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.47 | +0.17 |
Correlation
The correlation between JCMAX and OLGAX is 0.84, 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
JCMAX vs. OLGAX - Dividend Comparison
JCMAX's dividend yield for the trailing twelve months is around 6.33%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCMAX JPMorgan Mid Cap Equity Fund Class A | 6.33% | 6.16% | 8.60% | 0.31% | 2.63% | 7.65% | 11.63% | 8.54% | 12.89% | 5.69% | 3.23% | 5.06% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 13.38% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
JCMAX vs. OLGAX - Drawdown Comparison
The maximum JCMAX drawdown since its inception was -38.33%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JCMAX and OLGAX.
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Drawdown Indicators
| JCMAX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.33% | -63.25% | +24.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -16.92% | +4.58% |
Max Drawdown (5Y)Largest decline over 5 years | -25.26% | -31.34% | +6.08% |
Max Drawdown (10Y)Largest decline over 10 years | -38.33% | -31.87% | -6.46% |
Current DrawdownCurrent decline from peak | -8.26% | -16.92% | +8.66% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -18.78% | +13.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 5.51% | -2.74% |
Volatility
JCMAX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Mid Cap Equity Fund Class A (JCMAX) is 4.42%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that JCMAX 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.
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Volatility by Period
| JCMAX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 5.22% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 12.06% | -2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.55% | 20.90% | -3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 20.21% | -2.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.59% | 21.52% | -1.93% |