JNBAX vs. OLGAX
Compare and contrast key facts about JPMorgan Income Builder Fund Class A (JNBAX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JNBAX is a passively managed fund by JPMorgan that tracks the performance of the 60% MSCI World Index (net total return) / 40% Bloomberg U.S. Aggregate Index. It was launched on May 31, 2007. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JNBAX vs. OLGAX - Performance Comparison
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JNBAX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JNBAX JPMorgan Income Builder Fund Class A | -1.82% | 12.74% | 7.22% | 9.20% | -12.97% | 8.82% | 6.09% | 14.81% | -4.46% | 11.85% |
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, JNBAX achieves a -1.82% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, JNBAX has underperformed OLGAX with an annualized return of 5.48%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
JNBAX
- 1D
- -0.10%
- 1M
- -5.74%
- YTD
- -1.82%
- 6M
- 0.49%
- 1Y
- 9.64%
- 3Y*
- 7.95%
- 5Y*
- 3.70%
- 10Y*
- 5.48%
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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JNBAX vs. OLGAX - Expense Ratio Comparison
JNBAX has a 0.75% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JNBAX vs. OLGAX — Risk / Return Rank
JNBAX
OLGAX
JNBAX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Income Builder Fund Class A (JNBAX) 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.
| JNBAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.44 | +0.82 |
Sortino ratioReturn per unit of downside risk | 1.71 | 0.78 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.11 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.38 | +1.10 |
Martin ratioReturn relative to average drawdown | 6.76 | 1.18 | +5.58 |
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
| JNBAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.44 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.49 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.81 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.47 | +0.08 |
Correlation
The correlation between JNBAX and OLGAX is 0.73, 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
JNBAX vs. OLGAX - Dividend Comparison
JNBAX's dividend yield for the trailing twelve months is around 5.26%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNBAX JPMorgan Income Builder Fund Class A | 5.26% | 5.04% | 5.77% | 4.94% | 4.46% | 8.18% | 3.34% | 4.03% | 4.41% | 3.74% | 4.27% | 4.06% |
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
JNBAX vs. OLGAX - Drawdown Comparison
The maximum JNBAX drawdown since its inception was -37.41%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JNBAX and OLGAX.
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Drawdown Indicators
| JNBAX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.41% | -63.25% | +25.84% |
Max Drawdown (1Y)Largest decline over 1 year | -6.20% | -16.92% | +10.72% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -31.34% | +12.08% |
Max Drawdown (10Y)Largest decline over 10 years | -23.56% | -31.87% | +8.31% |
Current DrawdownCurrent decline from peak | -5.74% | -16.92% | +11.18% |
Average DrawdownAverage peak-to-trough decline | -4.92% | -18.78% | +13.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 5.51% | -4.15% |
Volatility
JNBAX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Income Builder Fund Class A (JNBAX) is 3.18%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that JNBAX 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
| JNBAX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 5.22% | -2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 4.89% | 12.06% | -7.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.76% | 20.90% | -13.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.72% | 20.21% | -12.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.83% | 21.52% | -13.69% |