OLGAX vs. FDEGX

The year-to-date returns for both investments are quite close, with OLGAX having a 32.57% return and FDEGX slightly higher at 32.80%. Over the past 10 years, OLGAX has underperformed FDEGX with an annualized return of 8.42%, while FDEGX has yielded a comparatively higher 9.23% annualized return.

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OLGAX has a 1.01% expense ratio, which is higher than FDEGX's 0.63% expense ratio.

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.

The current OLGAX Sharpe Ratio is 2.09, which is comparable to the FDEGX Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of OLGAX and FDEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OLGAX has not paid dividends to shareholders, while FDEGX's dividend yield for the trailing twelve months is around 0.04%.

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.

The current volatility for JPMorgan Large Cap Growth Fund Class A (OLGAX) is 5.24%, while Fidelity Growth Strategies Fund (FDEGX) has a volatility of 6.75%. 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.