OLGAX vs. FSCSX

The year-to-date returns for both investments are quite close, with OLGAX having a -5.12% return and FSCSX slightly higher at -5.02%. Over the past 10 years, OLGAX has underperformed FSCSX with an annualized return of 7.25%, while FSCSX has yielded a comparatively higher 8.50% annualized return.

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OLGAX has a 1.01% expense ratio, which is higher than FSCSX's 0.67% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class A (OLGAX) and Fidelity Select Software & IT Services Portfolio (FSCSX). 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 0.47, which is higher than the FSCSX Sharpe Ratio of -0.09. The chart below compares the historical Sharpe Ratios of OLGAX and FSCSX, 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 FSCSX's dividend yield for the trailing twelve months is around 1.64%.

The maximum OLGAX drawdown since its inception was -64.30%, which is greater than FSCSX's maximum drawdown of -58.41%. Use the drawdown chart below to compare losses from any high point for OLGAX and FSCSX. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Large Cap Growth Fund Class A (OLGAX) is 12.16%, while Fidelity Select Software & IT Services Portfolio (FSCSX) has a volatility of 13.69%. This indicates that OLGAX experiences smaller price fluctuations and is considered to be less risky than FSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.