JUSSX vs. OLGAX
Compare and contrast key facts about JPMorgan U.S. Small Company Fund (JUSSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JUSSX is managed by JPMorgan. It was launched on Nov 4, 1993. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JUSSX vs. OLGAX - Performance Comparison
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JUSSX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JUSSX JPMorgan U.S. Small Company Fund | 0.87% | 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 | -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, JUSSX achieves a 0.87% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, JUSSX has underperformed OLGAX with an annualized return of 10.16%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
JUSSX
- 1D
- 3.51%
- 1M
- -6.07%
- YTD
- 0.87%
- 6M
- 3.27%
- 1Y
- 23.98%
- 3Y*
- 14.33%
- 5Y*
- 5.97%
- 10Y*
- 10.16%
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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JUSSX vs. OLGAX - Expense Ratio Comparison
JUSSX has a 0.81% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JUSSX vs. OLGAX — Risk / Return Rank
JUSSX
OLGAX
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.
| JUSSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.61 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.01 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.14 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 0.77 | +0.93 |
Martin ratioReturn relative to average drawdown | 6.38 | 2.34 | +4.04 |
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
| JUSSX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.61 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.50 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.82 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.48 | -0.09 |
Correlation
The correlation between JUSSX and OLGAX is 0.77, 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
JUSSX vs. OLGAX - Dividend Comparison
JUSSX's dividend yield for the trailing twelve months is around 8.11%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JUSSX JPMorgan U.S. Small Company Fund | 8.11% | 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 | 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
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.
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Drawdown Indicators
| JUSSX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.45% | -63.25% | +2.80% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -16.92% | +3.10% |
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 DrawdownCurrent decline from peak | -7.89% | -14.02% | +6.13% |
Average DrawdownAverage peak-to-trough decline | -13.71% | -18.78% | +5.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 5.58% | -1.90% |
Volatility
JUSSX vs. OLGAX - Volatility Comparison
JPMorgan U.S. Small Company Fund (JUSSX) has a higher volatility of 7.65% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 6.48%. This indicates that JUSSX's price experiences larger fluctuations and is considered to be riskier 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
| JUSSX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.65% | 6.48% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 14.47% | 12.54% | +1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.10% | 21.14% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.17% | 20.26% | +1.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.33% | 21.55% | +1.78% |