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 Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MDFGX or OLGAX.
Correlation
The correlation between MDFGX and OLGAX is 0.94, 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.
Performance
MDFGX vs. OLGAX - Performance Comparison
Key characteristics
MDFGX:
0.43
OLGAX:
1.25
MDFGX:
0.68
OLGAX:
1.74
MDFGX:
1.10
OLGAX:
1.23
MDFGX:
0.39
OLGAX:
1.76
MDFGX:
1.16
OLGAX:
6.39
MDFGX:
8.00%
OLGAX:
3.64%
MDFGX:
21.95%
OLGAX:
18.57%
MDFGX:
-61.50%
OLGAX:
-64.30%
MDFGX:
-9.63%
OLGAX:
-0.84%
Returns By Period
In the year-to-date period, MDFGX achieves a 3.65% return, which is significantly lower than OLGAX's 4.34% return. Over the past 10 years, MDFGX has underperformed OLGAX with an annualized return of 4.33%, while OLGAX has yielded a comparatively higher 8.37% annualized return.
MDFGX
3.65%
1.91%
5.50%
11.38%
5.02%
4.33%
OLGAX
4.34%
2.19%
10.17%
25.83%
12.95%
8.37%
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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.
Risk-Adjusted Performance
MDFGX vs. OLGAX — Risk-Adjusted Performance Rank
MDFGX
OLGAX
MDFGX vs. OLGAX - Risk-Adjusted Performance 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.
Dividends
MDFGX vs. OLGAX - Dividend Comparison
Neither MDFGX nor OLGAX has paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|
MDFGX BlackRock Capital Appreciation Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.74% |
Drawdowns
MDFGX vs. OLGAX - Drawdown Comparison
The maximum MDFGX drawdown since its inception was -61.50%, roughly equal to the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for MDFGX and OLGAX. For additional features, visit the drawdowns tool.
Volatility
MDFGX vs. OLGAX - Volatility Comparison
BlackRock Capital Appreciation Fund (MDFGX) has a higher volatility of 6.13% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 4.64%. 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.