JRBEX vs. OLGAX
Compare and contrast key facts about JPMorgan SmartRetirement Blend 2030 Fund (JRBEX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JRBEX is managed by JPMorgan. It was launched on Jul 1, 2012. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JRBEX vs. OLGAX - Performance Comparison
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JRBEX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JRBEX JPMorgan SmartRetirement Blend 2030 Fund | -2.37% | 15.33% | 7.14% | 18.28% | -16.36% | 11.63% | 11.91% | 20.65% | -6.86% | 17.22% |
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, JRBEX achieves a -2.37% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, JRBEX has underperformed OLGAX with an annualized return of 7.65%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
JRBEX
- 1D
- 0.04%
- 1M
- -5.84%
- YTD
- -2.37%
- 6M
- -0.16%
- 1Y
- 11.91%
- 3Y*
- 10.60%
- 5Y*
- 5.35%
- 10Y*
- 7.65%
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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JRBEX vs. OLGAX - Expense Ratio Comparison
JRBEX has a 0.32% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JRBEX vs. OLGAX — Risk / Return Rank
JRBEX
OLGAX
JRBEX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement Blend 2030 Fund (JRBEX) 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.
| JRBEX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.44 | +0.75 |
Sortino ratioReturn per unit of downside risk | 1.72 | 0.78 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.11 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.38 | +1.11 |
Martin ratioReturn relative to average drawdown | 6.83 | 1.18 | +5.65 |
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
| JRBEX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.44 | +0.75 |
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 | 0.69 | 0.81 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.47 | +0.22 |
Correlation
The correlation between JRBEX and OLGAX is 0.84, 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
JRBEX vs. OLGAX - Dividend Comparison
JRBEX's dividend yield for the trailing twelve months is around 3.13%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRBEX JPMorgan SmartRetirement Blend 2030 Fund | 3.13% | 3.06% | 2.86% | 2.47% | 1.94% | 5.57% | 2.51% | 3.19% | 6.01% | 1.99% | 2.09% | 2.09% |
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
JRBEX vs. OLGAX - Drawdown Comparison
The maximum JRBEX drawdown since its inception was -25.15%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JRBEX and OLGAX.
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Drawdown Indicators
| JRBEX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.15% | -63.25% | +38.10% |
Max Drawdown (1Y)Largest decline over 1 year | -7.45% | -16.92% | +9.47% |
Max Drawdown (5Y)Largest decline over 5 years | -22.21% | -31.34% | +9.13% |
Max Drawdown (10Y)Largest decline over 10 years | -25.15% | -31.87% | +6.72% |
Current DrawdownCurrent decline from peak | -6.12% | -16.92% | +10.80% |
Average DrawdownAverage peak-to-trough decline | -3.69% | -18.78% | +15.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 5.51% | -3.88% |
Volatility
JRBEX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement Blend 2030 Fund (JRBEX) is 3.35%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that JRBEX 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
| JRBEX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 5.22% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 5.63% | 12.06% | -6.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.11% | 20.90% | -10.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.35% | 20.21% | -9.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.06% | 21.52% | -10.46% |