JVASX vs. OLGAX
Compare and contrast key facts about JPMorgan Value Advantage Fund (JVASX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
JVASX is managed by JPMorgan. It was launched on Feb 28, 2005. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
JVASX vs. OLGAX - Performance Comparison
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JVASX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JVASX JPMorgan Value Advantage Fund | -2.27% | 9.70% | 27.34% | 9.89% | -3.87% | 28.48% | -1.79% | 27.07% | -9.20% | 13.96% |
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, JVASX achieves a -2.27% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, JVASX has underperformed OLGAX with an annualized return of 10.70%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
JVASX
- 1D
- -0.06%
- 1M
- -7.32%
- YTD
- -2.27%
- 6M
- 0.52%
- 1Y
- 5.99%
- 3Y*
- 15.07%
- 5Y*
- 10.18%
- 10Y*
- 10.70%
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%
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JVASX vs. OLGAX - Expense Ratio Comparison
JVASX has a 0.79% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
JVASX vs. OLGAX — Risk / Return Rank
JVASX
OLGAX
JVASX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Value Advantage Fund (JVASX) 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.
| JVASX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.44 | -0.01 |
Sortino ratioReturn per unit of downside risk | 0.72 | 0.78 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.11 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.38 | +0.11 |
Martin ratioReturn relative to average drawdown | 1.96 | 1.18 | +0.78 |
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
| JVASX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.44 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.49 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.81 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.47 | +0.01 |
Correlation
The correlation between JVASX and OLGAX is 0.73, 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
JVASX vs. OLGAX - Dividend Comparison
JVASX's dividend yield for the trailing twelve months is around 13.00%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JVASX JPMorgan Value Advantage Fund | 13.00% | 12.70% | 19.48% | 7.18% | 10.52% | 14.21% | 3.13% | 3.94% | 7.38% | 2.05% | 1.23% | 1.71% |
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
JVASX vs. OLGAX - Drawdown Comparison
The maximum JVASX drawdown since its inception was -57.87%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for JVASX and OLGAX.
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Drawdown Indicators
| JVASX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.87% | -63.25% | +5.38% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -16.92% | +5.16% |
Max Drawdown (5Y)Largest decline over 5 years | -17.50% | -31.34% | +13.84% |
Max Drawdown (10Y)Largest decline over 10 years | -41.09% | -31.87% | -9.22% |
Current DrawdownCurrent decline from peak | -8.04% | -16.92% | +8.88% |
Average DrawdownAverage peak-to-trough decline | -6.57% | -18.78% | +12.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 5.51% | -2.56% |
Volatility
JVASX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Value Advantage Fund (JVASX) is 3.43%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that JVASX 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
| JVASX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.43% | 5.22% | -1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 8.21% | 12.06% | -3.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.18% | 20.90% | -4.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 20.21% | -4.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.41% | 21.52% | -3.11% |