JUEMX vs. OLGAX
Compare and contrast key facts about JPMorgan U.S. Equity Fund R6 (JUEMX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JUEMX is managed by JPMorgan. It was launched on Sep 17, 1993. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JUEMX vs. OLGAX - Performance Comparison
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JUEMX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUEMX JPMorgan U.S. Equity Fund R6 | -7.67% | 14.75% | 31.28% | 27.37% | -18.74% | 28.66% | 26.70% | 32.40% | -5.80% | 21.70% |
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, JUEMX achieves a -7.67% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, JUEMX has underperformed OLGAX with an annualized return of 14.75%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
JUEMX
- 1D
- 2.97%
- 1M
- -5.97%
- YTD
- -7.67%
- 6M
- -7.24%
- 1Y
- 11.53%
- 3Y*
- 18.08%
- 5Y*
- 11.62%
- 10Y*
- 14.75%
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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JUEMX vs. OLGAX - Expense Ratio Comparison
JUEMX has a 0.44% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JUEMX vs. OLGAX — Risk / Return Rank
JUEMX
OLGAX
JUEMX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Equity Fund R6 (JUEMX) 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.
| JUEMX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.61 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.01 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.14 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 0.77 | +0.31 |
Martin ratioReturn relative to average drawdown | 3.99 | 2.34 | +1.65 |
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
| JUEMX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.61 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.50 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.82 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.48 | +0.32 |
Correlation
The correlation between JUEMX and OLGAX is 0.91, 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
JUEMX vs. OLGAX - Dividend Comparison
JUEMX's dividend yield for the trailing twelve months is around 6.44%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUEMX JPMorgan U.S. Equity Fund R6 | 6.44% | 5.93% | 12.09% | 2.14% | 5.20% | 10.82% | 6.70% | 10.14% | 14.65% | 8.81% | 4.87% | 6.27% |
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
JUEMX vs. OLGAX - Drawdown Comparison
The maximum JUEMX drawdown since its inception was -33.37%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JUEMX and OLGAX.
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Drawdown Indicators
| JUEMX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.37% | -63.25% | +29.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.90% | -16.92% | +5.02% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -31.34% | +6.82% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | -31.87% | -1.50% |
Current DrawdownCurrent decline from peak | -9.29% | -14.02% | +4.73% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -18.78% | +14.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 5.58% | -2.34% |
Volatility
JUEMX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan U.S. Equity Fund R6 (JUEMX) is 5.56%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that JUEMX 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
| JUEMX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.56% | 6.48% | -0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 12.54% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.60% | 21.14% | -2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 20.26% | -2.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.56% | 21.55% | -2.99% |