JNRFX vs. OLGAX
Compare and contrast key facts about Janus Henderson Research Fund (JNRFX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JNRFX is managed by Janus Henderson. It was launched on May 3, 1993. OLGAX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JNRFX or OLGAX.
Correlation
The correlation between JNRFX 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.
Performance
JNRFX vs. OLGAX - Performance Comparison
Key characteristics
JNRFX:
0.47
OLGAX:
0.40
JNRFX:
0.83
OLGAX:
0.70
JNRFX:
1.12
OLGAX:
1.10
JNRFX:
0.53
OLGAX:
0.43
JNRFX:
1.77
OLGAX:
1.41
JNRFX:
6.77%
OLGAX:
6.59%
JNRFX:
25.10%
OLGAX:
23.69%
JNRFX:
-36.48%
OLGAX:
-64.30%
JNRFX:
-9.16%
OLGAX:
-9.71%
Returns By Period
The year-to-date returns for both stocks are quite close, with JNRFX having a -4.86% return and OLGAX slightly lower at -4.99%. Over the past 10 years, JNRFX has outperformed OLGAX with an annualized return of 13.31%, while OLGAX has yielded a comparatively lower 7.31% annualized return.
JNRFX
-4.86%
5.26%
-5.16%
11.65%
15.77%
13.31%
OLGAX
-4.99%
4.23%
-6.24%
9.39%
11.13%
7.31%
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JNRFX vs. OLGAX - Expense Ratio Comparison
JNRFX has a 0.66% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
JNRFX vs. OLGAX — Risk-Adjusted Performance Rank
JNRFX
OLGAX
JNRFX vs. OLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Henderson Research Fund (JNRFX) 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.
Dividends
JNRFX vs. OLGAX - Dividend Comparison
JNRFX has not paid dividends to shareholders, while OLGAX's dividend yield for the trailing twelve months is around 1.09%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JNRFX Janus Henderson Research Fund | 0.00% | 0.00% | 0.05% | 0.19% | 0.00% | 0.11% | 0.86% | 0.36% | 0.42% | 0.29% | 0.45% | 0.38% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 1.09% | 1.03% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 0.00% | 1.80% |
Drawdowns
JNRFX vs. OLGAX - Drawdown Comparison
The maximum JNRFX drawdown since its inception was -36.48%, smaller than the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for JNRFX and OLGAX. For additional features, visit the drawdowns tool.
Volatility
JNRFX vs. OLGAX - Volatility Comparison
Janus Henderson Research Fund (JNRFX) has a higher volatility of 8.38% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 7.01%. This indicates that JNRFX's price experiences larger fluctuations and is considered to be riskier than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.