Correlation
The correlation between OGIAX and VOO 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.
OGIAX vs. VOO
Compare and contrast key facts about JPMorgan Investor Balanced A (OGIAX) and Vanguard S&P 500 ETF (VOO).
OGIAX is managed by JPMorgan. It was launched on Feb 5, 1998. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OGIAX or VOO.
Performance
OGIAX vs. VOO - Performance Comparison
Loading data...
Key characteristics
OGIAX:
0.79
VOO:
0.60
OGIAX:
1.05
VOO:
0.88
OGIAX:
1.14
VOO:
1.13
OGIAX:
0.75
VOO:
0.56
OGIAX:
3.11
VOO:
2.13
OGIAX:
2.10%
VOO:
4.91%
OGIAX:
9.26%
VOO:
19.46%
OGIAX:
-29.74%
VOO:
-33.99%
OGIAX:
-1.37%
VOO:
-5.22%
Returns By Period
In the year-to-date period, OGIAX achieves a 1.83% return, which is significantly higher than VOO's -0.85% return. Over the past 10 years, OGIAX has underperformed VOO with an annualized return of 5.98%, while VOO has yielded a comparatively higher 12.64% annualized return.
OGIAX
1.83%
2.19%
-0.37%
6.86%
7.53%
7.65%
5.98%
VOO
-0.85%
5.19%
-2.42%
10.85%
15.45%
16.18%
12.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OGIAX vs. VOO - Expense Ratio Comparison
OGIAX has a 0.97% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
OGIAX vs. VOO — Risk-Adjusted Performance Rank
OGIAX
VOO
OGIAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced A (OGIAX) and Vanguard S&P 500 ETF (VOO). 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.
Loading data...
Dividends
OGIAX vs. VOO - Dividend Comparison
OGIAX's dividend yield for the trailing twelve months is around 5.73%, more than VOO's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OGIAX JPMorgan Investor Balanced A | 5.73% | 5.76% | 3.31% | 6.81% | 4.17% | 5.99% | 6.52% | 7.63% | 6.71% | 3.56% | 4.94% | 3.74% |
VOO Vanguard S&P 500 ETF | 1.31% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
OGIAX vs. VOO - Drawdown Comparison
The maximum OGIAX drawdown since its inception was -29.74%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for OGIAX and VOO.
Loading data...
Volatility
OGIAX vs. VOO - Volatility Comparison
The current volatility for JPMorgan Investor Balanced A (OGIAX) is 1.99%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.44%. This indicates that OGIAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...