OGIAX vs. BWBIX
Compare and contrast key facts about JPMorgan Investor Balanced A (OGIAX) and Baron WealthBuilder Fund (BWBIX).
OGIAX is managed by JPMorgan. It was launched on Feb 5, 1998. BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017.
Performance
OGIAX vs. BWBIX - Performance Comparison
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OGIAX vs. BWBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | -2.04% | 12.46% | 9.00% | 14.74% | -13.87% | 11.73% | 13.91% | 22.60% | -5.67% |
BWBIX Baron WealthBuilder Fund | -7.42% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
Returns By Period
In the year-to-date period, OGIAX achieves a -2.04% return, which is significantly higher than BWBIX's -7.42% return.
OGIAX
- 1D
- 1.05%
- 1M
- -3.95%
- YTD
- -2.04%
- 6M
- -0.85%
- 1Y
- 9.70%
- 3Y*
- 9.62%
- 5Y*
- 5.06%
- 10Y*
- 7.71%
BWBIX
- 1D
- 2.71%
- 1M
- -6.25%
- YTD
- -7.42%
- 6M
- -2.93%
- 1Y
- 10.39%
- 3Y*
- 11.62%
- 5Y*
- 2.90%
- 10Y*
- —
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OGIAX vs. BWBIX - Expense Ratio Comparison
OGIAX has a 0.97% expense ratio, which is higher than BWBIX's 0.05% expense ratio.
Return for Risk
OGIAX vs. BWBIX — Risk / Return Rank
OGIAX
BWBIX
OGIAX vs. BWBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced A (OGIAX) and Baron WealthBuilder Fund (BWBIX). 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.
| OGIAX | BWBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.54 | +0.59 |
Sortino ratioReturn per unit of downside risk | 1.64 | 0.95 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.13 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 0.86 | +0.72 |
Martin ratioReturn relative to average drawdown | 6.69 | 3.22 | +3.47 |
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
| OGIAX | BWBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.54 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.14 | +0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.49 | +0.24 |
Correlation
The correlation between OGIAX and BWBIX is 0.88, 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
OGIAX vs. BWBIX - Dividend Comparison
OGIAX's dividend yield for the trailing twelve months is around 5.53%, less than BWBIX's 8.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | 5.53% | 5.87% | 5.76% | 3.28% | 6.82% | 5.11% | 5.99% | 11.18% | 7.63% | 6.70% | 3.56% | 4.94% |
BWBIX Baron WealthBuilder Fund | 8.22% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
Drawdowns
OGIAX vs. BWBIX - Drawdown Comparison
The maximum OGIAX drawdown since its inception was -29.75%, smaller than the maximum BWBIX drawdown of -39.14%. Use the drawdown chart below to compare losses from any high point for OGIAX and BWBIX.
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Drawdown Indicators
| OGIAX | BWBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.75% | -39.14% | +9.39% |
Max Drawdown (1Y)Largest decline over 1 year | -6.42% | -12.76% | +6.34% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -39.14% | +20.36% |
Max Drawdown (10Y)Largest decline over 10 years | -21.07% | — | — |
Current DrawdownCurrent decline from peak | -4.57% | -9.26% | +4.69% |
Average DrawdownAverage peak-to-trough decline | -3.59% | -11.88% | +8.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 3.41% | -1.89% |
Volatility
OGIAX vs. BWBIX - Volatility Comparison
The current volatility for JPMorgan Investor Balanced A (OGIAX) is 3.16%, while Baron WealthBuilder Fund (BWBIX) has a volatility of 5.39%. This indicates that OGIAX experiences smaller price fluctuations and is considered to be less risky than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OGIAX | BWBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 5.39% | -2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 5.09% | 11.38% | -6.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.83% | 19.94% | -11.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.92% | 21.19% | -12.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.28% | 23.31% | -14.03% |