JPPEX vs. OLGAX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JPPEX is managed by JPMorgan. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JPPEX vs. OLGAX - Performance Comparison
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JPPEX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPPEX JPMorgan Mid Cap Equity Fund Class R6 | -2.55% | 6.34% | 18.87% | 16.46% | -15.83% | 20.24% | 22.96% | 33.03% | -7.96% | 21.54% |
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, JPPEX achieves a -2.55% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, JPPEX has underperformed OLGAX with an annualized return of 10.99%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
JPPEX
- 1D
- -0.50%
- 1M
- -7.84%
- YTD
- -2.55%
- 6M
- -2.77%
- 1Y
- 8.42%
- 3Y*
- 11.57%
- 5Y*
- 6.08%
- 10Y*
- 10.99%
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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JPPEX vs. OLGAX - Expense Ratio Comparison
JPPEX has a 0.64% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JPPEX vs. OLGAX — Risk / Return Rank
JPPEX
OLGAX
JPPEX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) 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.
| JPPEX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.44 | +0.06 |
Sortino ratioReturn per unit of downside risk | 0.84 | 0.78 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.11 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 0.38 | +0.19 |
Martin ratioReturn relative to average drawdown | 2.59 | 1.18 | +1.41 |
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
| JPPEX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.44 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.49 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.81 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.47 | +0.05 |
Correlation
The correlation between JPPEX and OLGAX is 0.81, 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
JPPEX vs. OLGAX - Dividend Comparison
JPPEX's dividend yield for the trailing twelve months is around 6.62%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPPEX JPMorgan Mid Cap Equity Fund Class R6 | 6.62% | 6.45% | 8.83% | 0.73% | 3.06% | 7.83% | 11.84% | 8.84% | 13.25% | 6.03% | 3.49% | 5.29% |
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
JPPEX vs. OLGAX - Drawdown Comparison
The maximum JPPEX drawdown since its inception was -38.32%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JPPEX and OLGAX.
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Drawdown Indicators
| JPPEX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.32% | -63.25% | +24.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -16.92% | +4.58% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -31.34% | +6.42% |
Max Drawdown (10Y)Largest decline over 10 years | -38.32% | -31.87% | -6.45% |
Current DrawdownCurrent decline from peak | -8.21% | -16.92% | +8.71% |
Average DrawdownAverage peak-to-trough decline | -5.46% | -18.78% | +13.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 5.51% | -2.76% |
Volatility
JPPEX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) is 4.41%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that JPPEX 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
| JPPEX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 5.22% | -0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 12.06% | -2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 20.90% | -3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.42% | 20.21% | -2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 21.52% | -1.96% |