OLGAX vs. MEGBX
Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class A (OLGAX) and MFS Growth Fund (MEGBX).
OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992. MEGBX is managed by MFS. It was launched on Dec 29, 1986.
Performance
OLGAX vs. MEGBX - Performance Comparison
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OLGAX vs. MEGBX - 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% |
MEGBX MFS Growth Fund | -10.54% | 11.25% | 61.25% | 34.81% | -31.83% | 22.34% | 30.36% | 36.33% | 1.21% | 29.54% |
Returns By Period
In the year-to-date period, OLGAX achieves a -8.59% return, which is significantly higher than MEGBX's -10.54% return. Over the past 10 years, OLGAX has outperformed MEGBX with an annualized return of 17.67%, while MEGBX has yielded a comparatively lower 15.70% 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%
MEGBX
- 1D
- 3.82%
- 1M
- -5.82%
- YTD
- -10.54%
- 6M
- -11.39%
- 1Y
- 8.54%
- 3Y*
- 25.12%
- 5Y*
- 12.05%
- 10Y*
- 15.70%
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OLGAX vs. MEGBX - Expense Ratio Comparison
OLGAX has a 1.01% expense ratio, which is lower than MEGBX's 1.59% expense ratio.
Return for Risk
OLGAX vs. MEGBX — Risk / Return Rank
OLGAX
MEGBX
OLGAX vs. MEGBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class A (OLGAX) and MFS Growth Fund (MEGBX). 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 | MEGBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.44 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.01 | 0.78 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.11 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 0.54 | +0.23 |
Martin ratioReturn relative to average drawdown | 2.34 | 1.81 | +0.53 |
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 | MEGBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.44 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.52 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.72 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.49 | -0.02 |
Correlation
The correlation between OLGAX and MEGBX is 0.91, 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. MEGBX - Dividend Comparison
OLGAX's dividend yield for the trailing twelve months is around 12.93%, less than MEGBX's 29.73% 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% |
MEGBX MFS Growth Fund | 29.73% | 26.60% | 40.46% | 7.21% | 1.51% | 3.91% | 4.94% | 2.13% | 4.95% | 3.26% | 2.03% | 4.61% |
Drawdowns
OLGAX vs. MEGBX - Drawdown Comparison
The maximum OLGAX drawdown since its inception was -63.25%, smaller than the maximum MEGBX drawdown of -72.95%. Use the drawdown chart below to compare losses from any high point for OLGAX and MEGBX.
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Drawdown Indicators
| OLGAX | MEGBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.25% | -72.95% | +9.70% |
Max Drawdown (1Y)Largest decline over 1 year | -16.92% | -17.64% | +0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -31.34% | -36.73% | +5.39% |
Max Drawdown (10Y)Largest decline over 10 years | -31.87% | -36.73% | +4.86% |
Current DrawdownCurrent decline from peak | -14.02% | -14.49% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -18.78% | -21.83% | +3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.58% | 5.27% | +0.31% |
Volatility
OLGAX vs. MEGBX - Volatility Comparison
The current volatility for JPMorgan Large Cap Growth Fund Class A (OLGAX) is 6.48%, while MFS Growth Fund (MEGBX) has a volatility of 6.98%. This indicates that OLGAX experiences smaller price fluctuations and is considered to be less risky than MEGBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OLGAX | MEGBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 6.98% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 12.65% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 21.85% | -0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 23.52% | -3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.55% | 21.99% | -0.44% |