OLGAX vs. FDEGX
Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class A (OLGAX) and Fidelity Growth Strategies Fund (FDEGX).
OLGAX is managed by JPMorgan Chase. It was launched on Feb 28, 1992. FDEGX is managed by Fidelity. It was launched on Dec 28, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OLGAX or FDEGX.
Key characteristics
| OLGAX | FDEGX | |
|---|---|---|
| YTD Return | 33.95% | 33.35% |
| 1Y Return | 46.39% | 50.37% |
| 3Y Return (Ann) | 3.62% | 0.34% |
| 5Y Return (Ann) | 13.31% | 9.10% |
| 10Y Return (Ann) | 8.55% | 9.46% |
| Sharpe Ratio | 2.51 | 3.02 |
| Sortino Ratio | 3.27 | 4.02 |
| Omega Ratio | 1.45 | 1.53 |
| Calmar Ratio | 1.79 | 1.47 |
| Martin Ratio | 13.05 | 18.02 |
| Ulcer Index | 3.46% | 2.74% |
| Daily Std Dev | 18.01% | 16.37% |
| Max Drawdown | -64.30% | -85.76% |
| Current Drawdown | 0.00% | -0.36% |
Correlation
The correlation between OLGAX and FDEGX 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.
Performance
OLGAX vs. FDEGX - Performance Comparison
The year-to-date returns for both stocks are quite close, with OLGAX having a 33.95% return and FDEGX slightly lower at 33.35%. Over the past 10 years, OLGAX has underperformed FDEGX with an annualized return of 8.55%, while FDEGX has yielded a comparatively higher 9.46% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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OLGAX vs. FDEGX - Expense Ratio Comparison
OLGAX has a 1.01% expense ratio, which is higher than FDEGX's 0.63% expense ratio.
Risk-Adjusted Performance
OLGAX vs. FDEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class A (OLGAX) and Fidelity Growth Strategies Fund (FDEGX). 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.
Dividends
OLGAX vs. FDEGX - Dividend Comparison
OLGAX has not paid dividends to shareholders, while FDEGX's dividend yield for the trailing twelve months is around 0.04%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OLGAX JPMorgan Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% |
FDEGX Fidelity Growth Strategies Fund | 0.04% | 0.05% | 0.00% | 0.00% | 0.00% | 0.44% | 0.75% | 0.38% | 0.54% | 0.13% | 0.59% | 0.18% |
Drawdowns
OLGAX vs. FDEGX - Drawdown Comparison
The maximum OLGAX drawdown since its inception was -64.30%, smaller than the maximum FDEGX drawdown of -85.76%. Use the drawdown chart below to compare losses from any high point for OLGAX and FDEGX. For additional features, visit the drawdowns tool.
Volatility
OLGAX vs. FDEGX - Volatility Comparison
The current volatility for JPMorgan Large Cap Growth Fund Class A (OLGAX) is 4.80%, while Fidelity Growth Strategies Fund (FDEGX) has a volatility of 6.52%. This indicates that OLGAX experiences smaller price fluctuations and is considered to be less risky than FDEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.