OIBFX vs. OLGAX
Compare and contrast key facts about JPMorgan Investor Balanced Fund (OIBFX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
OIBFX is managed by JPMorgan. It was launched on Dec 9, 1996. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
OIBFX vs. OLGAX - Performance Comparison
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OIBFX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OIBFX JPMorgan Investor Balanced Fund | -2.94% | 12.69% | 9.25% | 15.06% | -13.62% | 10.92% | 14.23% | 17.19% | -4.77% | 13.30% |
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, OIBFX achieves a -2.94% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, OIBFX has underperformed OLGAX with an annualized return of 7.25%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
OIBFX
- 1D
- 0.12%
- 1M
- -5.26%
- YTD
- -2.94%
- 6M
- -1.41%
- 1Y
- 9.14%
- 3Y*
- 9.53%
- 5Y*
- 5.10%
- 10Y*
- 7.25%
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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OIBFX vs. OLGAX - Expense Ratio Comparison
OIBFX has a 0.32% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
OIBFX vs. OLGAX — Risk / Return Rank
OIBFX
OLGAX
OIBFX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Balanced Fund (OIBFX) 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.
| OIBFX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.44 | +0.62 |
Sortino ratioReturn per unit of downside risk | 1.54 | 0.78 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.11 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 0.38 | +0.96 |
Martin ratioReturn relative to average drawdown | 5.78 | 1.18 | +4.60 |
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
| OIBFX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.44 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.49 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.81 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.47 | +0.26 |
Correlation
The correlation between OIBFX and OLGAX 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
OIBFX vs. OLGAX - Dividend Comparison
OIBFX's dividend yield for the trailing twelve months is around 5.76%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIBFX JPMorgan Investor Balanced Fund | 5.76% | 6.10% | 6.00% | 3.51% | 7.07% | 4.40% | 6.20% | 6.72% | 7.91% | 6.95% | 3.81% | 5.21% |
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
OIBFX vs. OLGAX - Drawdown Comparison
The maximum OIBFX drawdown since its inception was -29.42%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for OIBFX and OLGAX.
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Drawdown Indicators
| OIBFX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.42% | -63.25% | +33.83% |
Max Drawdown (1Y)Largest decline over 1 year | -6.40% | -16.92% | +10.52% |
Max Drawdown (5Y)Largest decline over 5 years | -18.74% | -31.34% | +12.60% |
Max Drawdown (10Y)Largest decline over 10 years | -21.08% | -31.87% | +10.79% |
Current DrawdownCurrent decline from peak | -5.54% | -16.92% | +11.38% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -18.78% | +15.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 5.51% | -4.02% |
Volatility
OIBFX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Investor Balanced Fund (OIBFX) is 2.89%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that OIBFX 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
| OIBFX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.89% | 5.22% | -2.33% |
Volatility (6M)Calculated over the trailing 6-month period | 4.98% | 12.06% | -7.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.77% | 20.90% | -12.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.86% | 20.21% | -11.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.12% | 21.52% | -12.40% |