OLGAX vs. FSCSX

Last updated Apr 2, 2026

Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class A (OLGAX) and Fidelity Select Software & IT Services Portfolio (FSCSX).

OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992. FSCSX is managed by Fidelity. It was launched on Jul 29, 1985.

Performance

OLGAX vs. FSCSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Large Cap Growth Fund Class A (OLGAX) and Fidelity Select Software & IT Services Portfolio (FSCSX). The values are adjusted to include any dividend payments, if applicable.

OLGAX vs. FSCSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
OLGAX JPMorgan Large Cap Growth Fund Class A	-8.59%	13.79%	34.85%	34.28%	-25.58%	17.87%	55.60%	38.81%	0.23%	37.75%
FSCSX Fidelity Select Software & IT Services Portfolio	-25.53%	6.96%	19.66%	51.72%	-29.13%	18.13%	45.55%	38.99%	4.08%	38.60%

Returns By Period

In the year-to-date period, OLGAX achieves a -8.59% return, which is significantly higher than FSCSX's -25.53% return. Over the past 10 years, OLGAX has outperformed FSCSX with an annualized return of 17.67%, while FSCSX has yielded a comparatively lower 14.63% annualized return.

OLGAX

• 1D: 3.49%
• 1M: -4.92%
• YTD: -8.59%
• 6M: -10.58%
• 1Y: 12.10%
• 3Y*: 19.98%
• 5Y*: 10.17%
• 10Y*: 17.67%

FSCSX

• 1D: 3.24%
• 1M: -3.64%
• YTD: -25.53%
• 6M: -26.93%
• 1Y: -10.30%
• 3Y*: 7.62%
• 5Y*: 3.27%
• 10Y*: 14.63%

*Multi-year figures are annualized to reflect compound growth (CAGR)

OLGAX vs. FSCSX - Expense Ratio Comparison

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

OLGAX

JPMorgan Large Cap Growth Fund Class A

FSCSX

Fidelity Select Software & IT Services Portfolio

Return for Risk

OLGAX vs. FSCSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OLGAX

OLGAX Risk / Return Rank: 23
OLGAX Sharpe Ratio Rank: 22
OLGAX Sortino Ratio Rank: 24
OLGAX Omega Ratio Rank: 23
OLGAX Calmar Ratio Rank: 25
OLGAX Martin Ratio Rank: 21

FSCSX

FSCSX Risk / Return Rank: 2
FSCSX Sharpe Ratio Rank: 2
FSCSX Sortino Ratio Rank: 2
FSCSX Omega Ratio Rank: 2
FSCSX Calmar Ratio Rank: 3
FSCSX Martin Ratio Rank: 3

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OLGAX vs. FSCSX - Risk-Adjusted Trends Comparison

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.

	OLGAX	FSCSX	Difference
Sharpe ratio Return per unit of total volatility	0.61	-0.33	+0.94
Sortino ratio Return per unit of downside risk	1.01	-0.28	+1.30
Omega ratio Gain probability vs. loss probability	1.14	0.96	+0.18
Calmar ratio Return relative to maximum drawdown	0.77	-0.31	+1.08
Martin ratio Return relative to average drawdown	2.34	-0.86	+3.20
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OLGAX vs. FSCSX - Sharpe Ratio Comparison

The current OLGAX Sharpe Ratio is 0.61, which is higher than the FSCSX Sharpe Ratio of -0.33. 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.

Sharpe Ratios by Period

	OLGAX	FSCSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.61	-0.33	+0.94
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.50	0.13	+0.38
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.82	0.61	+0.21
Sharpe Ratio (All Time) Calculated using the full available price history	0.48	0.59	-0.11

Correlation

The correlation between OLGAX and FSCSX is 0.84, 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

OLGAX vs. FSCSX - Dividend Comparison

OLGAX's dividend yield for the trailing twelve months is around 12.93%, less than FSCSX's 20.68% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
OLGAX JPMorgan Large Cap Growth Fund Class A	12.93%	11.82%	2.06%	0.00%	3.20%	15.30%	5.32%	13.03%	16.18%	14.92%	9.94%	4.51%
FSCSX Fidelity Select Software & IT Services Portfolio	20.68%	15.40%	19.17%	7.72%	9.06%	6.54%	5.10%	12.70%	6.20%	7.15%	3.98%	5.22%

Drawdowns

OLGAX vs. FSCSX - Drawdown Comparison

The maximum OLGAX drawdown since its inception was -63.25%, roughly equal to the maximum FSCSX drawdown of -64.66%. Use the drawdown chart below to compare losses from any high point for OLGAX and FSCSX.

Drawdown Indicators

	OLGAX	FSCSX	Difference
Max Drawdown Largest peak-to-trough decline	-63.25%	-64.66%	+1.41%
Max Drawdown (1Y) Largest decline over 1 year	-16.92%	-32.62%	+15.70%
Max Drawdown (5Y) Largest decline over 5 years	-31.34%	-37.06%	+5.72%
Max Drawdown (10Y) Largest decline over 10 years	-31.87%	-37.06%	+5.19%
Current Drawdown Current decline from peak	-14.02%	-29.78%	+15.76%
Average Drawdown Average peak-to-trough decline	-18.78%	-13.18%	-5.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.58%	11.85%	-6.27%

Volatility

OLGAX vs. FSCSX - Volatility Comparison

The current volatility for JPMorgan Large Cap Growth Fund Class A (OLGAX) is 6.48%, while Fidelity Select Software & IT Services Portfolio (FSCSX) has a volatility of 8.68%. 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.

Volatility by Period

	OLGAX	FSCSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.48%	8.68%	-2.20%
Volatility (6M) Calculated over the trailing 6-month period	12.54%	20.28%	-7.74%
Volatility (1Y) Calculated over the trailing 1-year period	21.14%	28.43%	-7.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.26%	25.51%	-5.25%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.55%	24.08%	-2.53%