JSMSX vs. OLGAX
Compare and contrast key facts about JPMorgan SmartRetirement 2030 Fund (JSMSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JSMSX is managed by JPMorgan. It was launched on May 14, 2006. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JSMSX vs. OLGAX - Performance Comparison
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JSMSX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JSMSX JPMorgan SmartRetirement 2030 Fund | -1.26% | 14.15% | 6.89% | 18.54% | -16.76% | 10.72% | 12.45% | 41.23% | -7.64% | 18.74% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -8.59% | 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, JSMSX achieves a -1.26% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, JSMSX has underperformed OLGAX with an annualized return of 9.28%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
JSMSX
- 1D
- 1.72%
- 1M
- -3.93%
- YTD
- -1.26%
- 6M
- 0.16%
- 1Y
- 11.80%
- 3Y*
- 10.56%
- 5Y*
- 4.98%
- 10Y*
- 9.28%
OLGAX
- 1D
- 3.49%
- 1M
- -4.92%
- YTD
- -8.59%
- 6M
- -10.58%
- 1Y
- 12.10%
- 3Y*
- 19.98%
- 5Y*
- 10.17%
- 10Y*
- 17.67%
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JSMSX vs. OLGAX - Expense Ratio Comparison
JSMSX has a 0.25% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JSMSX vs. OLGAX — Risk / Return Rank
JSMSX
OLGAX
JSMSX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SmartRetirement 2030 Fund (JSMSX) 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.
| JSMSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.61 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.01 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.14 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 0.77 | +0.87 |
Martin ratioReturn relative to average drawdown | 7.11 | 2.34 | +4.77 |
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
| JSMSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.61 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.50 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.82 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.48 | 0.00 |
Correlation
The correlation between JSMSX and OLGAX is 0.87, 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
JSMSX vs. OLGAX - Dividend Comparison
JSMSX's dividend yield for the trailing twelve months is around 5.93%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSMSX JPMorgan SmartRetirement 2030 Fund | 5.93% | 5.85% | 5.49% | 2.50% | 8.25% | 12.28% | 4.20% | 31.61% | 6.17% | 4.18% | 2.83% | 3.20% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 12.93% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
JSMSX vs. OLGAX - Drawdown Comparison
The maximum JSMSX drawdown since its inception was -50.05%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JSMSX and OLGAX.
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Drawdown Indicators
| JSMSX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.05% | -63.25% | +13.20% |
Max Drawdown (1Y)Largest decline over 1 year | -7.44% | -16.92% | +9.48% |
Max Drawdown (5Y)Largest decline over 5 years | -22.56% | -31.34% | +8.78% |
Max Drawdown (10Y)Largest decline over 10 years | -25.42% | -31.87% | +6.45% |
Current DrawdownCurrent decline from peak | -4.73% | -14.02% | +9.29% |
Average DrawdownAverage peak-to-trough decline | -6.42% | -18.78% | +12.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 5.58% | -3.86% |
Volatility
JSMSX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan SmartRetirement 2030 Fund (JSMSX) is 3.92%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that JSMSX 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
| JSMSX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 6.48% | -2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 5.82% | 12.54% | -6.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.08% | 21.14% | -11.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.34% | 20.26% | -9.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.43% | 21.55% | -9.12% |