OLGAX vs. JHEQX
Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class A (OLGAX) and JPMorgan Hedged Equity Fund Class I (JHEQX).
OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992. JHEQX is managed by JPMorgan. It was launched on Dec 13, 2013.
Performance
OLGAX vs. JHEQX - Performance Comparison
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OLGAX vs. JHEQX - 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% |
JHEQX JPMorgan Hedged Equity Fund Class I | -4.94% | 7.49% | 18.23% | 16.07% | -8.05% | 13.43% | 14.10% | 13.31% | -0.72% | 12.70% |
Returns By Period
In the year-to-date period, OLGAX achieves a -8.59% return, which is significantly lower than JHEQX's -4.94% return. Over the past 10 years, OLGAX has outperformed JHEQX with an annualized return of 17.67%, while JHEQX has yielded a comparatively lower 8.72% 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%
JHEQX
- 1D
- 0.75%
- 1M
- -5.47%
- YTD
- -4.94%
- 6M
- -2.73%
- 1Y
- 7.14%
- 3Y*
- 9.50%
- 5Y*
- 6.83%
- 10Y*
- 8.72%
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OLGAX vs. JHEQX - Expense Ratio Comparison
OLGAX has a 1.01% expense ratio, which is higher than JHEQX's 0.58% expense ratio.
Return for Risk
OLGAX vs. JHEQX — Risk / Return Rank
OLGAX
JHEQX
OLGAX vs. JHEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class A (OLGAX) and JPMorgan Hedged Equity Fund Class I (JHEQX). 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 | JHEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.72 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.10 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.17 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.07 | -0.30 |
Martin ratioReturn relative to average drawdown | 2.34 | 4.43 | -2.09 |
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
| OLGAX | JHEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.72 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.77 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.93 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.84 | -0.37 |
Correlation
The correlation between OLGAX and JHEQX is 0.86, 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. JHEQX - Dividend Comparison
OLGAX's dividend yield for the trailing twelve months is around 12.93%, more than JHEQX's 0.64% 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% |
JHEQX JPMorgan Hedged Equity Fund Class I | 0.64% | 0.65% | 0.75% | 0.98% | 0.99% | 0.71% | 1.11% | 1.11% | 1.13% | 0.99% | 1.35% | 1.21% |
Drawdowns
OLGAX vs. JHEQX - Drawdown Comparison
The maximum OLGAX drawdown since its inception was -63.25%, which is greater than JHEQX's maximum drawdown of -18.85%. Use the drawdown chart below to compare losses from any high point for OLGAX and JHEQX.
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Drawdown Indicators
| OLGAX | JHEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.25% | -18.85% | -44.40% |
Max Drawdown (1Y)Largest decline over 1 year | -16.92% | -6.92% | -10.00% |
Max Drawdown (5Y)Largest decline over 5 years | -31.34% | -14.34% | -17.00% |
Max Drawdown (10Y)Largest decline over 10 years | -31.87% | -18.85% | -13.02% |
Current DrawdownCurrent decline from peak | -14.02% | -6.19% | -7.83% |
Average DrawdownAverage peak-to-trough decline | -18.78% | -2.16% | -16.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.58% | 1.67% | +3.91% |
Volatility
OLGAX vs. JHEQX - Volatility Comparison
JPMorgan Large Cap Growth Fund Class A (OLGAX) has a higher volatility of 6.48% compared to JPMorgan Hedged Equity Fund Class I (JHEQX) at 2.81%. This indicates that OLGAX's price experiences larger fluctuations and is considered to be riskier than JHEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OLGAX | JHEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 2.81% | +3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 5.56% | +6.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 10.23% | +10.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 8.89% | +11.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.55% | 9.41% | +12.14% |