JLPSX vs. OLGAX
Compare and contrast key facts about JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JLPSX is managed by JPMorgan. It was launched on Nov 1, 2005. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JLPSX vs. OLGAX - Performance Comparison
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JLPSX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | -6.67% | 14.83% | 37.27% | 29.98% | -18.34% | 28.75% | 26.10% | 29.96% | -7.15% | 21.43% |
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, JLPSX achieves a -6.67% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, JLPSX has underperformed OLGAX with an annualized return of 15.26%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
JLPSX
- 1D
- 3.05%
- 1M
- -5.34%
- YTD
- -6.67%
- 6M
- -4.59%
- 1Y
- 12.84%
- 3Y*
- 21.12%
- 5Y*
- 13.31%
- 10Y*
- 15.26%
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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JLPSX vs. OLGAX - Expense Ratio Comparison
JLPSX has a 1.45% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Return for Risk
JLPSX vs. OLGAX — Risk / Return Rank
JLPSX
OLGAX
JLPSX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) 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.
| JLPSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.61 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.01 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.14 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 0.77 | +0.41 |
Martin ratioReturn relative to average drawdown | 4.57 | 2.34 | +2.23 |
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
| JLPSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.61 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.50 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.82 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.48 | +0.09 |
Correlation
The correlation between JLPSX and OLGAX is 0.91, 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
JLPSX vs. OLGAX - Dividend Comparison
JLPSX's dividend yield for the trailing twelve months is around 3.19%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | 3.19% | 2.98% | 12.87% | 11.67% | 32.43% | 28.14% | 28.69% | 22.82% | 17.84% | 13.85% | 4.73% | 9.24% |
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
JLPSX vs. OLGAX - Drawdown Comparison
The maximum JLPSX drawdown since its inception was -51.33%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JLPSX and OLGAX.
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Drawdown Indicators
| JLPSX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.33% | -63.25% | +11.92% |
Max Drawdown (1Y)Largest decline over 1 year | -11.71% | -16.92% | +5.21% |
Max Drawdown (5Y)Largest decline over 5 years | -25.68% | -31.34% | +5.66% |
Max Drawdown (10Y)Largest decline over 10 years | -35.09% | -31.87% | -3.22% |
Current DrawdownCurrent decline from peak | -8.35% | -14.02% | +5.67% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -18.78% | +11.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 5.58% | -2.55% |
Volatility
JLPSX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) is 5.82%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that JLPSX 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
| JLPSX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 6.48% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 9.81% | 12.54% | -2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.41% | 21.14% | -2.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.60% | 20.26% | -2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.40% | 21.55% | +0.85% |