MDFGX vs. OLGAX
Compare and contrast key facts about BlackRock Capital Appreciation Fund (MDFGX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
MDFGX is managed by BlackRock. It was launched on Dec 31, 1997. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
MDFGX vs. OLGAX - Performance Comparison
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MDFGX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | -12.62% | 12.63% | 31.58% | 48.77% | -37.83% | 20.78% | 40.16% | 31.89% | 1.81% | 32.37% |
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, MDFGX achieves a -12.62% return, which is significantly lower than OLGAX's -11.67% return. Over the past 10 years, MDFGX has underperformed OLGAX with an annualized return of 14.14%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
MDFGX
- 1D
- -0.75%
- 1M
- -9.01%
- YTD
- -12.62%
- 6M
- -13.55%
- 1Y
- 10.68%
- 3Y*
- 18.17%
- 5Y*
- 7.58%
- 10Y*
- 14.14%
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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MDFGX vs. OLGAX - Expense Ratio Comparison
MDFGX has a 0.97% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
MDFGX vs. OLGAX — Risk / Return Rank
MDFGX
OLGAX
MDFGX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Capital Appreciation Fund (MDFGX) 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.
| MDFGX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.44 | +0.02 |
Sortino ratioReturn per unit of downside risk | 0.84 | 0.78 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.11 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 0.38 | +0.09 |
Martin ratioReturn relative to average drawdown | 1.66 | 1.18 | +0.48 |
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
| MDFGX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.44 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.49 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.81 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.47 | -0.06 |
Correlation
The correlation between MDFGX and OLGAX is 0.95, 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
MDFGX vs. OLGAX - Dividend Comparison
MDFGX's dividend yield for the trailing twelve months is around 22.33%, more than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | 22.33% | 19.51% | 12.73% | 3.59% | 9.46% | 12.95% | 5.46% | 10.67% | 14.31% | 12.51% | 4.01% | 11.22% |
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
MDFGX vs. OLGAX - Drawdown Comparison
The maximum MDFGX drawdown since its inception was -47.99%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for MDFGX and OLGAX.
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Drawdown Indicators
| MDFGX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.99% | -63.25% | +15.26% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -16.92% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -42.49% | -31.34% | -11.15% |
Max Drawdown (10Y)Largest decline over 10 years | -42.49% | -31.87% | -10.62% |
Current DrawdownCurrent decline from peak | -16.74% | -16.92% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -11.27% | -18.78% | +7.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 5.51% | -0.72% |
Volatility
MDFGX vs. OLGAX - Volatility Comparison
BlackRock Capital Appreciation Fund (MDFGX) has a higher volatility of 6.18% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 5.22%. This indicates that MDFGX'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
| MDFGX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 5.22% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 13.38% | 12.06% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.35% | 20.90% | +2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.37% | 20.21% | +3.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.43% | 21.52% | +0.91% |