JMSIX vs. OLGAX
Compare and contrast key facts about JPMorgan Income Fund (JMSIX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JMSIX is managed by JPMorgan. It was launched on Jun 1, 2014. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JMSIX vs. OLGAX - Performance Comparison
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JMSIX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JMSIX JPMorgan Income Fund | -0.29% | 7.68% | 7.78% | 6.14% | -8.24% | 3.59% | 3.07% | 11.82% | 1.03% | 6.00% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -11.67% | 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, JMSIX achieves a -0.29% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, JMSIX has underperformed OLGAX with an annualized return of 3.93%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
JMSIX
- 1D
- 0.24%
- 1M
- -1.39%
- YTD
- -0.29%
- 6M
- 1.33%
- 1Y
- 5.02%
- 3Y*
- 6.36%
- 5Y*
- 2.78%
- 10Y*
- 3.93%
OLGAX
- 1D
- -0.66%
- 1M
- -8.22%
- YTD
- -11.67%
- 6M
- -13.40%
- 1Y
- 9.06%
- 3Y*
- 18.61%
- 5Y*
- 9.75%
- 10Y*
- 17.27%
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JMSIX vs. OLGAX - Expense Ratio Comparison
JMSIX has a 0.40% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JMSIX vs. OLGAX — Risk / Return Rank
JMSIX
OLGAX
JMSIX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Fund (JMSIX) 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.
| JMSIX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.15 | 0.44 | +1.71 |
Sortino ratioReturn per unit of downside risk | 3.84 | 0.78 | +3.06 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.11 | +0.43 |
Calmar ratioReturn relative to maximum drawdown | 3.47 | 0.38 | +3.08 |
Martin ratioReturn relative to average drawdown | 13.30 | 1.18 | +12.12 |
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
| JMSIX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.15 | 0.44 | +1.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.49 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.02 | 0.81 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.47 | +0.29 |
Correlation
The correlation between JMSIX and OLGAX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JMSIX vs. OLGAX - Dividend Comparison
JMSIX's dividend yield for the trailing twelve months is around 5.53%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMSIX JPMorgan Income Fund | 5.53% | 5.95% | 5.78% | 4.43% | 4.78% | 4.00% | 4.95% | 5.10% | 5.43% | 5.42% | 0.46% | 0.00% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 13.38% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
JMSIX vs. OLGAX - Drawdown Comparison
The maximum JMSIX drawdown since its inception was -18.40%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JMSIX and OLGAX.
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Drawdown Indicators
| JMSIX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.40% | -63.25% | +44.85% |
Max Drawdown (1Y)Largest decline over 1 year | -1.64% | -16.92% | +15.28% |
Max Drawdown (5Y)Largest decline over 5 years | -11.39% | -31.34% | +19.95% |
Max Drawdown (10Y)Largest decline over 10 years | -18.40% | -31.87% | +13.47% |
Current DrawdownCurrent decline from peak | -1.39% | -16.92% | +15.53% |
Average DrawdownAverage peak-to-trough decline | -2.60% | -18.78% | +16.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.43% | 5.51% | -5.08% |
Volatility
JMSIX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Income Fund (JMSIX) is 0.77%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that JMSIX 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
| JMSIX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 5.22% | -4.45% |
Volatility (6M)Calculated over the trailing 6-month period | 1.67% | 12.06% | -10.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.59% | 20.90% | -18.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.70% | 20.21% | -16.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.85% | 21.52% | -17.67% |