JUESX vs. OLGAX
Compare and contrast key facts about JPMorgan US Equity Fund Class I (JUESX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JUESX is managed by JPMorgan. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JUESX vs. OLGAX - Performance Comparison
Loading graphics...
JUESX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | -10.35% | 14.39% | 31.07% | 27.06% | -18.95% | 28.33% | 26.17% | 32.02% | -6.01% | 21.40% |
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, JUESX achieves a -10.35% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, JUESX has underperformed OLGAX with an annualized return of 14.12%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
JUESX
- 1D
- -0.25%
- 1M
- -8.59%
- YTD
- -10.35%
- 6M
- -9.90%
- 1Y
- 8.74%
- 3Y*
- 16.65%
- 5Y*
- 11.01%
- 10Y*
- 14.12%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JUESX vs. OLGAX - Expense Ratio Comparison
JUESX has a 0.69% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JUESX vs. OLGAX — Risk / Return Rank
JUESX
OLGAX
JUESX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Fund Class I (JUESX) 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.
| JUESX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.44 | +0.07 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.78 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.11 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 0.38 | +0.21 |
Martin ratioReturn relative to average drawdown | 2.21 | 1.18 | +1.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JUESX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.44 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.49 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.81 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.47 | -0.09 |
Correlation
The correlation between JUESX 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
JUESX vs. OLGAX - Dividend Comparison
JUESX's dividend yield for the trailing twelve months is around 6.40%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUESX JPMorgan US Equity Fund Class I | 6.40% | 5.73% | 11.92% | 1.94% | 4.97% | 10.64% | 6.38% | 9.92% | 14.45% | 8.60% | 4.64% | 5.94% |
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
JUESX vs. OLGAX - Drawdown Comparison
The maximum JUESX drawdown since its inception was -58.74%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JUESX and OLGAX.
Loading graphics...
Drawdown Indicators
| JUESX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -63.25% | +4.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -16.92% | +4.93% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -31.34% | +6.65% |
Max Drawdown (10Y)Largest decline over 10 years | -33.41% | -31.87% | -1.54% |
Current DrawdownCurrent decline from peak | -11.99% | -16.92% | +4.93% |
Average DrawdownAverage peak-to-trough decline | -12.12% | -18.78% | +6.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 5.51% | -2.30% |
Volatility
JUESX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan US Equity Fund Class I (JUESX) is 4.42%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that JUESX 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.
Loading graphics...
Volatility by Period
| JUESX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 5.22% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 12.06% | -2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.47% | 20.90% | -2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 20.21% | -2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.54% | 21.52% | -2.98% |