OGIAX vs. JLGMX
Compare and contrast key facts about JPMorgan Investor Balanced A (OGIAX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
OGIAX is managed by JPMorgan. It was launched on Feb 5, 1998. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Performance
OGIAX vs. JLGMX - Performance Comparison
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OGIAX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | -2.04% | 12.46% | 9.00% | 14.74% | -13.87% | 11.73% | 13.91% | 22.60% | -5.01% | 13.03% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
Returns By Period
In the year-to-date period, OGIAX achieves a -2.04% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, OGIAX has underperformed JLGMX with an annualized return of 7.71%, while JLGMX has yielded a comparatively higher 18.24% annualized 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%
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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OGIAX vs. JLGMX - Expense Ratio Comparison
OGIAX has a 0.97% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
OGIAX vs. JLGMX — Risk / Return Rank
OGIAX
JLGMX
OGIAX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced A (OGIAX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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 | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.64 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.05 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.15 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 0.81 | +0.77 |
Martin ratioReturn relative to average drawdown | 6.69 | 2.47 | +4.22 |
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 | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.64 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.53 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.85 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.80 | -0.07 |
Correlation
The correlation between OGIAX and JLGMX is 0.87, 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. JLGMX - Dividend Comparison
OGIAX's dividend yield for the trailing twelve months is around 5.53%, less than JLGMX's 12.06% 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% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
OGIAX vs. JLGMX - Drawdown Comparison
The maximum OGIAX drawdown since its inception was -29.75%, smaller than the maximum JLGMX drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for OGIAX and JLGMX.
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Drawdown Indicators
| OGIAX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.75% | -31.82% | +2.07% |
Max Drawdown (1Y)Largest decline over 1 year | -6.42% | -16.73% | +10.31% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -31.13% | +12.35% |
Max Drawdown (10Y)Largest decline over 10 years | -21.07% | -31.82% | +10.75% |
Current DrawdownCurrent decline from peak | -4.57% | -13.83% | +9.26% |
Average DrawdownAverage peak-to-trough decline | -3.59% | -5.82% | +2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 5.51% | -3.99% |
Volatility
OGIAX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan Investor Balanced A (OGIAX) is 3.16%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that OGIAX experiences smaller price fluctuations and is considered to be less risky than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OGIAX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 6.48% | -3.32% |
Volatility (6M)Calculated over the trailing 6-month period | 5.09% | 12.54% | -7.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.83% | 21.14% | -12.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.92% | 20.25% | -11.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.28% | 21.54% | -12.26% |