JIJSX vs. OLGAX
JIJSX (JPMorgan SmartRetirement Blend Income Fund) and OLGAX (JPMorgan Large Cap Growth Fund Class A) are both mutual funds - JIJSX is a Target Retirement Date fund managed by JPMorgan, while OLGAX is a Large Cap Growth Equities fund actively managed by JPMorgan. Over the past 10 years, JIJSX returned 6.79%/yr vs 18.09%/yr for OLGAX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. JIJSX charges 0.27%/yr vs 0.94%/yr for OLGAX.
Performance
JIJSX vs. OLGAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JIJSX achieves a 4.92% return, which is significantly higher than OLGAX's -2.05% return. Over the past 10 years, JIJSX has underperformed OLGAX with an annualized return of 6.79%, while OLGAX has yielded a comparatively higher 18.09% annualized return.
JIJSX
- 1D
- 0.82%
- 1M
- -0.62%
- 6M
- 3.31%
- YTD
- 4.92%
- 1Y
- 11.11%
- 3Y*
- 9.82%
- 5Y*
- 6.95%
- 10Y*
- 6.79%
- ALL TIME*
- 6.14%
OLGAX
- 1D
- 3.90%
- 1M
- -4.46%
- 6M
- -0.81%
- YTD
- -2.05%
- 1Y
- 4.32%
- 3Y*
- 16.57%
- 5Y*
- 9.56%
- 10Y*
- 18.09%
- ALL TIME*
- 10.03%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JIJSX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIJSX JPMorgan SmartRetirement Blend Income Fund | 4.92% | 12.88% | 4.76% | 15.15% | -13.91% | 19.04% | 9.40% | 13.80% | -4.08% | 10.43% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -2.05% | 13.79% | 34.85% | 34.28% | -25.58% | 17.87% | 55.60% | 38.81% | 0.23% | 37.75% |
Correlation
The correlation between JIJSX and OLGAX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.79 |
The correlation between JIJSX and OLGAX has been stable across timeframes, ranging from 0.74 to 0.79 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JIJSX vs. OLGAX — Risk / Return Rank
JIJSX
OLGAX
JIJSX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend Income Fund (JIJSX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JIJSX | OLGAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.49 | ||
| Sortino ratioReturn per unit of downside risk | +2.03 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.04 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.18 | 0.17 | +2.01 |
| Martin ratioReturn relative to average drawdown | 9.25 | 0.45 | +8.80 |
Loading charts...
Drawdowns
JIJSX vs. OLGAX - Drawdown Comparison
The maximum JIJSX drawdown since its inception was -18.13%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JIJSX and OLGAX.
Loading charts...
Drawdown Indicators
| JIJSX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.13% | -63.25% | +45.12% |
Max Drawdown (1Y)Largest decline over 1 year | -4.96% | -16.92% | +11.96% |
Max Drawdown (3Y)Largest decline over 3 years | -6.58% | -21.55% | +14.97% |
Max Drawdown (5Y)Largest decline over 5 years | -18.13% | -31.34% | +13.21% |
Max Drawdown (10Y)Largest decline over 10 years | -18.13% | -31.87% | +13.74% |
Current DrawdownCurrent decline from peak | -1.04% | -9.09% | +8.05% |
Average DrawdownAverage peak-to-trough decline | -2.68% | -18.63% | +15.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.17% | 6.30% | -5.13% |
Volatility
JIJSX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend Income Fund (JIJSX) is 1.88%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 8.32%. This indicates that JIJSX 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 charts...
Volatility by Period
| JIJSX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.88% | 8.32% | -6.44% |
Volatility (6M)Calculated over the trailing 6-month period | 5.58% | 15.27% | -9.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.59% | 18.99% | -12.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.61% | 20.74% | -11.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.20% | 21.80% | -13.60% |
JIJSX vs. OLGAX - Expense Ratio Comparison
JIJSX has a 0.27% expense ratio, which is lower than OLGAX's 0.94% expense ratio.
Dividends
JIJSX vs. OLGAX - Dividend Comparison
JIJSX's dividend yield for the trailing twelve months is around 2.99%, less than OLGAX's 12.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIJSX JPMorgan SmartRetirement Blend Income Fund | 2.99% | 3.14% | 3.15% | 2.91% | 2.49% | 15.84% | 4.15% | 2.66% | 5.63% | 1.99% | 2.20% | 2.07% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 12.06% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Frequently Asked Questions
JIJSX and OLGAX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OLGAX has higher volatility (8.32%) compared to JIJSX (1.88%). In terms of maximum drawdown, JIJSX dropped -18.13% vs OLGAX's -63.25%.
JIJSX currently has the higher Sharpe Ratio (1.64 vs 0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for JIJSX and OLGAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer