Correlation
The correlation between JCMAX and OLGAX is 0.90, 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.
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 Chase. It was launched on Nov 2, 2009. 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: JCMAX or OLGAX.
Performance
JCMAX vs. OLGAX - Performance Comparison
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Key characteristics
JCMAX:
0.43
OLGAX:
0.62
JCMAX:
0.69
OLGAX:
0.86
JCMAX:
1.09
OLGAX:
1.12
JCMAX:
0.36
OLGAX:
0.56
JCMAX:
1.18
OLGAX:
1.81
JCMAX:
6.28%
OLGAX:
6.68%
JCMAX:
18.84%
OLGAX:
23.90%
JCMAX:
-38.33%
OLGAX:
-63.07%
JCMAX:
-7.42%
OLGAX:
-4.88%
Returns By Period
In the year-to-date period, JCMAX achieves a -0.71% return, which is significantly lower than OLGAX's 0.09% return. Over the past 10 years, JCMAX has underperformed OLGAX with an annualized return of 8.92%, while OLGAX has yielded a comparatively higher 16.48% annualized return.
JCMAX
-0.71%
2.74%
-7.29%
7.23%
7.76%
11.48%
8.92%
OLGAX
0.09%
4.49%
-0.34%
14.78%
18.95%
16.62%
16.48%
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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.
Risk-Adjusted Performance
JCMAX vs. OLGAX — Risk-Adjusted Performance Rank
JCMAX
OLGAX
JCMAX vs. OLGAX - Risk-Adjusted Performance 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.
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Dividends
JCMAX vs. OLGAX - Dividend Comparison
JCMAX's dividend yield for the trailing twelve months is around 4.45%, more than OLGAX's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JCMAX JPMorgan Mid Cap Equity Fund Class A | 4.45% | 4.42% | 0.31% | 2.63% | 7.65% | 11.63% | 8.54% | 12.89% | 5.69% | 3.23% | 5.06% | 4.67% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 1.03% | 1.03% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% | 1.80% |
Drawdowns
JCMAX vs. OLGAX - Drawdown Comparison
The maximum JCMAX drawdown since its inception was -38.33%, smaller than the maximum OLGAX drawdown of -63.07%. Use the drawdown chart below to compare losses from any high point for JCMAX and OLGAX.
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Volatility
JCMAX vs. OLGAX - Volatility Comparison
JPMorgan Mid Cap Equity Fund Class A (JCMAX) and JPMorgan Large Cap Growth Fund Class A (OLGAX) have volatilities of 4.90% and 4.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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