JFFSX vs. OLGAX
Compare and contrast key facts about JPMorgan SmartRetirement 2055 Fund (JFFSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JFFSX is managed by JPMorgan. It was launched on Jan 30, 2012. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JFFSX vs. OLGAX - Performance Comparison
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JFFSX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | -2.09% | 17.86% | 12.29% | 22.28% | -18.52% | 17.50% | 15.35% | 32.68% | -9.82% | 21.84% |
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, JFFSX achieves a -2.09% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, JFFSX has underperformed OLGAX with an annualized return of 10.57%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
JFFSX
- 1D
- 2.77%
- 1M
- -5.56%
- YTD
- -2.09%
- 6M
- -0.32%
- 1Y
- 15.61%
- 3Y*
- 14.20%
- 5Y*
- 7.25%
- 10Y*
- 10.57%
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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JFFSX vs. OLGAX - Expense Ratio Comparison
JFFSX has a 0.25% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JFFSX vs. OLGAX — Risk / Return Rank
JFFSX
OLGAX
JFFSX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2055 Fund (JFFSX) 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.
| JFFSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.61 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.01 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.77 | +0.67 |
Martin ratioReturn relative to average drawdown | 6.47 | 2.34 | +4.13 |
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
| JFFSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.61 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.50 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.82 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.48 | +0.20 |
Correlation
The correlation between JFFSX and OLGAX is 0.86, 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
JFFSX vs. OLGAX - Dividend Comparison
JFFSX's dividend yield for the trailing twelve months is around 4.82%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFFSX JPMorgan SmartRetirement 2055 Fund | 4.82% | 4.72% | 2.29% | 1.57% | 9.97% | 12.22% | 3.88% | 13.57% | 4.21% | 3.43% | 2.77% | 2.63% |
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
JFFSX vs. OLGAX - Drawdown Comparison
The maximum JFFSX drawdown since its inception was -33.20%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JFFSX and OLGAX.
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Drawdown Indicators
| JFFSX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.20% | -63.25% | +30.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.11% | -16.92% | +5.81% |
Max Drawdown (5Y)Largest decline over 5 years | -25.78% | -31.34% | +5.56% |
Max Drawdown (10Y)Largest decline over 10 years | -33.20% | -31.87% | -1.33% |
Current DrawdownCurrent decline from peak | -6.62% | -14.02% | +7.40% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -18.78% | +14.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.47% | 5.58% | -3.11% |
Volatility
JFFSX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement 2055 Fund (JFFSX) is 5.78%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that JFFSX 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
| JFFSX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.78% | 6.48% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 8.97% | 12.54% | -3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.73% | 21.14% | -5.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 20.26% | -5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.79% | 21.55% | -5.76% |