JUSSX vs. OLGAX

Last updated Jun 26, 2026

JUSSX (JPMorgan U.S. Small Company Fund) and OLGAX (JPMorgan Large Cap Growth Fund Class A) are both mutual funds - JUSSX is a Small Cap Blend Equities fund managed by JPMorgan, while OLGAX is a Large Cap Growth Equities fund actively managed by JPMorgan. Over the past 10 years, JUSSX returned 12.31%/yr vs 19.61%/yr for OLGAX. A 0.77 correlation means they provide meaningful diversification when combined. JUSSX charges 0.81%/yr vs 0.94%/yr for OLGAX.

Performance

JUSSX vs. OLGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan U.S. Small Company Fund (JUSSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JUSSX achieves a 22.12% return, which is significantly higher than OLGAX's 3.23% return. Over the past 10 years, JUSSX has underperformed OLGAX with an annualized return of 12.31%, while OLGAX has yielded a comparatively higher 19.61% annualized return.

JUSSX

• 1D: 0.36%
• 1M: 3.17%
• YTD: 22.12%
• 6M: 18.89%
• 1Y: 41.68%
• 3Y*: 21.26%
• 5Y*: 9.36%
• 10Y*: 12.31%

OLGAX

• 1D: -0.05%
• 1M: -2.72%
• YTD: 3.23%
• 6M: 1.38%
• 1Y: 13.13%
• 3Y*: 20.68%
• 5Y*: 11.52%
• 10Y*: 19.61%

*Multi-year figures are annualized to reflect compound growth (CAGR)

JUSSX vs. OLGAX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JUSSX JPMorgan U.S. Small Company Fund	22.12%	10.28%	20.26%	14.56%	-16.55%	22.08%	18.17%	22.15%	-12.00%	9.01%
OLGAX JPMorgan Large Cap Growth Fund Class A	3.23%	13.79%	34.85%	34.28%	-25.58%	17.87%	55.60%	38.81%	0.23%	37.75%

Correlation

The correlation between JUSSX and OLGAX is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.66
Correlation (3Y) Calculated over the trailing 3-year period	0.66
Correlation (5Y) Calculated over the trailing 5-year period	0.74
Correlation (10Y) Calculated over the trailing 10-year period	0.69
Correlation (All Time) Calculated using the full available price history since Feb 22, 1994	0.77

The correlation between JUSSX and OLGAX shifts across timeframes, from 0.66 (3 years) to 0.77 (all time), reflecting how their relationship changes across market environments.

Return for Risk

JUSSX vs. OLGAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JUSSX

JUSSX Risk / Return Rank: 75
JUSSX Sharpe Ratio Rank: 74
JUSSX Sortino Ratio Rank: 70
JUSSX Omega Ratio Rank: 58
JUSSX Calmar Ratio Rank: 87
JUSSX Martin Ratio Rank: 85

OLGAX

OLGAX Risk / Return Rank: 11
OLGAX Sharpe Ratio Rank: 13
OLGAX Sortino Ratio Rank: 12
OLGAX Omega Ratio Rank: 13
OLGAX Calmar Ratio Rank: 10
OLGAX Martin Ratio Rank: 10

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JUSSX vs. OLGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Small Company Fund (JUSSX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	JUSSX	OLGAX	Difference
Sharpe ratio: Return per unit of total volatility	2.06	0.79	+1.27
Sortino ratio: Return per unit of downside risk	2.83	1.15	+1.67
Omega ratio: Gain probability vs. loss probability	1.34	1.15	+0.19
Calmar ratio: Return relative to maximum drawdown	3.66	0.78	+2.88
Martin ratio: Return relative to average drawdown	13.32	2.20	+11.11

JUSSX vs. OLGAX - Sharpe Ratio Comparison

The current JUSSX Sharpe Ratio is 2.06, which is higher than the OLGAX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of JUSSX and OLGAX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

JUSSX vs. OLGAX - Drawdown Comparison

The maximum JUSSX drawdown since its inception was -60.45%, roughly equal to the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JUSSX and OLGAX.

Drawdown Indicators

	JUSSX	OLGAX	Difference
Max Drawdown Largest peak-to-trough decline	-60.45%	-63.25%	+2.80%
Max Drawdown (1Y) Largest decline over 1 year	-11.02%	-16.92%	+5.90%
Max Drawdown (3Y) Largest decline over 3 years	-25.79%	-21.55%	-4.24%
Max Drawdown (5Y) Largest decline over 5 years	-28.44%	-31.34%	+2.90%
Max Drawdown (10Y) Largest decline over 10 years	-42.47%	-31.87%	-10.60%
Current Drawdown Current decline from peak	-0.58%	-4.19%	+3.61%
Average Drawdown Average peak-to-trough decline	-13.62%	-18.67%	+5.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.02%	6.00%	-2.98%

Volatility

JUSSX vs. OLGAX - Volatility Comparison

The current volatility for JPMorgan U.S. Small Company Fund (JUSSX) is 6.46%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 7.24%. This indicates that JUSSX 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.

Volatility by Period

	JUSSX	OLGAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.46%	7.24%	-0.78%
Volatility (6M) Calculated over the trailing 6-month period	14.36%	12.70%	+1.66%
Volatility (1Y) Calculated over the trailing 1-year period	19.62%	16.88%	+2.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	22.26%	20.40%	+1.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.40%	21.65%	+1.75%

JUSSX vs. OLGAX - Expense Ratio Comparison

JUSSX has a 0.81% expense ratio, which is lower than OLGAX's 0.94% expense ratio.

Dividends

JUSSX vs. OLGAX - Dividend Comparison

JUSSX's dividend yield for the trailing twelve months is around 6.70%, less than OLGAX's 11.45% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JUSSX JPMorgan U.S. Small Company Fund	6.70%	8.18%	16.04%	0.52%	6.19%	27.56%	3.09%	0.70%	13.06%	6.69%	0.47%	4.93%
OLGAX JPMorgan Large Cap Growth Fund Class A	11.45%	11.82%	2.06%	0.00%	3.20%	15.30%	5.32%	13.03%	16.18%	14.92%	9.94%	4.51%

Frequently Asked Questions

Can I hold both JUSSX and OLGAX in my portfolio?

JUSSX and OLGAX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JUSSX or OLGAX?

OLGAX has higher volatility (7.24%) compared to JUSSX (6.46%). In terms of maximum drawdown, JUSSX dropped -60.45% vs OLGAX's -63.25%.

Which has better risk-adjusted returns?

JUSSX currently has the higher Sharpe Ratio (2.06 vs 0.79), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.