OGIAX vs. OLGAX
Compare and contrast key facts about JPMorgan Investor Balanced A (OGIAX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
OGIAX is managed by JPMorgan. It was launched on Feb 5, 1998. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
OGIAX vs. OLGAX - Performance Comparison
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OGIAX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | -3.06% | 12.46% | 9.00% | 14.74% | -13.87% | 11.73% | 13.91% | 22.60% | -5.01% | 13.03% |
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, OGIAX achieves a -3.06% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, OGIAX has underperformed OLGAX with an annualized return of 7.60%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
OGIAX
- 1D
- 0.06%
- 1M
- -5.34%
- YTD
- -3.06%
- 6M
- -1.59%
- 1Y
- 8.84%
- 3Y*
- 9.24%
- 5Y*
- 5.02%
- 10Y*
- 7.60%
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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OGIAX vs. OLGAX - Expense Ratio Comparison
OGIAX has a 0.97% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
OGIAX vs. OLGAX — Risk / Return Rank
OGIAX
OLGAX
OGIAX vs. OLGAX - 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 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.
| OGIAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.44 | +0.59 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.78 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.11 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 0.38 | +0.91 |
Martin ratioReturn relative to average drawdown | 5.58 | 1.18 | +4.40 |
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 | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.44 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.49 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.81 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.47 | +0.25 |
Correlation
The correlation between OGIAX and OLGAX is 0.89, 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. OLGAX - Dividend Comparison
OGIAX's dividend yield for the trailing twelve months is around 5.59%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | 5.59% | 5.87% | 5.76% | 3.28% | 6.82% | 5.11% | 5.99% | 11.18% | 7.63% | 6.70% | 3.56% | 4.94% |
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
OGIAX vs. OLGAX - Drawdown Comparison
The maximum OGIAX drawdown since its inception was -29.75%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for OGIAX and OLGAX.
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Drawdown Indicators
| OGIAX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.75% | -63.25% | +33.50% |
Max Drawdown (1Y)Largest decline over 1 year | -6.42% | -16.92% | +10.50% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -31.34% | +12.56% |
Max Drawdown (10Y)Largest decline over 10 years | -21.07% | -31.87% | +10.80% |
Current DrawdownCurrent decline from peak | -5.56% | -16.92% | +11.36% |
Average DrawdownAverage peak-to-trough decline | -3.59% | -18.78% | +15.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 5.51% | -4.02% |
Volatility
OGIAX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Investor Balanced A (OGIAX) is 2.88%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that OGIAX 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
| OGIAX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.88% | 5.22% | -2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 4.99% | 12.06% | -7.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.79% | 20.90% | -12.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.91% | 20.21% | -11.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.28% | 21.52% | -12.24% |