JOBEX vs. OLGAX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2040 Fund (JOBEX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JOBEX is managed by JPMorgan. It was launched on Jul 1, 2012. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JOBEX vs. OLGAX - Performance Comparison
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JOBEX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JOBEX JPMorgan SmartRetirement Blend 2040 Fund | -3.30% | 18.44% | 10.22% | 21.08% | -17.39% | 15.31% | 12.76% | 24.05% | -8.23% | 19.96% |
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, JOBEX achieves a -3.30% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, JOBEX has underperformed OLGAX with an annualized return of 9.21%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
JOBEX
- 1D
- -0.14%
- 1M
- -7.43%
- YTD
- -3.30%
- 6M
- -0.63%
- 1Y
- 14.72%
- 3Y*
- 12.91%
- 5Y*
- 6.85%
- 10Y*
- 9.21%
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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JOBEX vs. OLGAX - Expense Ratio Comparison
JOBEX has a 0.30% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JOBEX vs. OLGAX — Risk / Return Rank
JOBEX
OLGAX
JOBEX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2040 Fund (JOBEX) 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.
| JOBEX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.44 | +0.63 |
Sortino ratioReturn per unit of downside risk | 1.59 | 0.78 | +0.81 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.11 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 0.38 | +0.96 |
Martin ratioReturn relative to average drawdown | 6.34 | 1.18 | +5.16 |
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
| JOBEX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.44 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.49 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.81 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.47 | +0.17 |
Correlation
The correlation between JOBEX and OLGAX is 0.85, 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
JOBEX vs. OLGAX - Dividend Comparison
JOBEX's dividend yield for the trailing twelve months is around 2.58%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JOBEX JPMorgan SmartRetirement Blend 2040 Fund | 2.58% | 2.50% | 2.28% | 2.13% | 1.79% | 5.22% | 1.25% | 2.89% | 6.52% | 1.91% | 2.03% | 2.06% |
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
JOBEX vs. OLGAX - Drawdown Comparison
The maximum JOBEX drawdown since its inception was -30.84%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JOBEX and OLGAX.
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Drawdown Indicators
| JOBEX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.84% | -63.25% | +32.41% |
Max Drawdown (1Y)Largest decline over 1 year | -9.91% | -16.92% | +7.01% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -31.34% | +6.65% |
Max Drawdown (10Y)Largest decline over 10 years | -30.84% | -31.87% | +1.03% |
Current DrawdownCurrent decline from peak | -7.92% | -16.92% | +9.00% |
Average DrawdownAverage peak-to-trough decline | -4.21% | -18.78% | +14.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 5.51% | -3.41% |
Volatility
JOBEX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2040 Fund (JOBEX) is 4.34%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that JOBEX 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
| JOBEX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.34% | 5.22% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 12.06% | -4.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.72% | 20.90% | -7.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.25% | 20.21% | -6.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.25% | 21.52% | -7.27% |