JIISX vs. OLGAX
Compare and contrast key facts about JPMorgan U.S. Sustainable Leaders Fund (JIISX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JIISX is managed by JPMorgan. It was launched on Feb 28, 2003. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JIISX vs. OLGAX - Performance Comparison
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JIISX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIISX JPMorgan U.S. Sustainable Leaders Fund | -7.76% | 14.34% | 25.57% | 25.31% | -21.20% | 30.95% | 19.74% | 30.02% | -4.76% | 21.28% |
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, JIISX achieves a -7.76% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, JIISX has underperformed OLGAX with an annualized return of 12.86%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
JIISX
- 1D
- 2.99%
- 1M
- -5.80%
- YTD
- -7.76%
- 6M
- -6.07%
- 1Y
- 11.22%
- 3Y*
- 15.74%
- 5Y*
- 9.18%
- 10Y*
- 12.86%
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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JIISX vs. OLGAX - Expense Ratio Comparison
JIISX has a 0.39% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JIISX vs. OLGAX — Risk / Return Rank
JIISX
OLGAX
JIISX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Sustainable Leaders Fund (JIISX) 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.
| JIISX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.61 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.01 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.14 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 0.77 | +0.24 |
Martin ratioReturn relative to average drawdown | 3.70 | 2.34 | +1.36 |
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
| JIISX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.61 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.50 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.82 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.48 | +0.09 |
Correlation
The correlation between JIISX 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.
Dividends
JIISX vs. OLGAX - Dividend Comparison
JIISX's dividend yield for the trailing twelve months is around 10.70%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIISX JPMorgan U.S. Sustainable Leaders Fund | 10.70% | 9.87% | 0.75% | 0.98% | 1.21% | 3.96% | 1.76% | 7.31% | 9.03% | 6.83% | 1.22% | 1.94% |
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
JIISX vs. OLGAX - Drawdown Comparison
The maximum JIISX drawdown since its inception was -59.25%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JIISX and OLGAX.
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Drawdown Indicators
| JIISX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.25% | -63.25% | +4.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.08% | -16.92% | +4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -27.83% | -31.34% | +3.51% |
Max Drawdown (10Y)Largest decline over 10 years | -32.26% | -31.87% | -0.39% |
Current DrawdownCurrent decline from peak | -9.39% | -14.02% | +4.63% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -18.78% | +9.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 5.58% | -2.28% |
Volatility
JIISX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan U.S. Sustainable Leaders Fund (JIISX) is 5.64%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that JIISX 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
| JIISX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | 6.48% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 12.54% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.54% | 21.14% | -2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.49% | 20.26% | -2.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.41% | 21.55% | -3.14% |