OIEIX vs. OLGAX
Compare and contrast key facts about JPMorgan Equity Income Fund Class A (OIEIX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
OIEIX is managed by JPMorgan. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
OIEIX vs. OLGAX - Performance Comparison
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OIEIX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OIEIX JPMorgan Equity Income Fund Class A | -0.40% | 14.42% | 19.54% | 4.49% | -2.11% | 24.80% | 3.30% | 26.07% | -4.76% | 17.21% |
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, OIEIX achieves a -0.40% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, OIEIX has underperformed OLGAX with an annualized return of 10.90%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
OIEIX
- 1D
- -0.08%
- 1M
- -6.39%
- YTD
- -0.40%
- 6M
- 2.00%
- 1Y
- 10.96%
- 3Y*
- 13.40%
- 5Y*
- 9.70%
- 10Y*
- 10.90%
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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OIEIX vs. OLGAX - Expense Ratio Comparison
OIEIX has a 0.95% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
OIEIX vs. OLGAX — Risk / Return Rank
OIEIX
OLGAX
OIEIX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund Class A (OIEIX) 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.
| OIEIX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.44 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.20 | 0.78 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.11 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 0.38 | +0.58 |
Martin ratioReturn relative to average drawdown | 4.15 | 1.18 | +2.97 |
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
| OIEIX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.44 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.49 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.81 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.47 | +0.07 |
Correlation
The correlation between OIEIX and OLGAX is 0.78, 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
OIEIX vs. OLGAX - Dividend Comparison
OIEIX's dividend yield for the trailing twelve months is around 10.91%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OIEIX JPMorgan Equity Income Fund Class A | 10.91% | 10.83% | 14.48% | 2.59% | 3.50% | 3.17% | 1.62% | 2.60% | 4.95% | 2.29% | 2.30% | 2.52% |
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
OIEIX vs. OLGAX - Drawdown Comparison
The maximum OIEIX drawdown since its inception was -50.63%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for OIEIX and OLGAX.
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Drawdown Indicators
| OIEIX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -63.25% | +12.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -16.92% | +5.57% |
Max Drawdown (5Y)Largest decline over 5 years | -14.95% | -31.34% | +16.39% |
Max Drawdown (10Y)Largest decline over 10 years | -36.92% | -31.87% | -5.05% |
Current DrawdownCurrent decline from peak | -7.14% | -16.92% | +9.78% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -18.78% | +12.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 5.51% | -2.87% |
Volatility
OIEIX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Equity Income Fund Class A (OIEIX) is 3.42%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that OIEIX 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
| OIEIX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 5.22% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 7.63% | 12.06% | -4.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.16% | 20.90% | -5.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.26% | 20.21% | -5.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 21.52% | -4.72% |