OLGAX vs. POLIX

In the year-to-date period, OLGAX achieves a -4.21% return, which is significantly higher than POLIX's -4.65% return. Over the past 10 years, OLGAX has underperformed POLIX with an annualized return of 7.53%, while POLIX has yielded a comparatively higher 9.35% annualized return.

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OLGAX has a 1.01% expense ratio, which is higher than POLIX's 0.96% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class A (OLGAX) and Polen Growth Fund (POLIX). 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 0.62, which is higher than the POLIX Sharpe Ratio of 0.15. The chart below compares the historical Sharpe Ratios of OLGAX and POLIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither OLGAX nor POLIX has paid dividends to shareholders.

The maximum OLGAX drawdown since its inception was -64.30%, which is greater than POLIX's maximum drawdown of -49.68%. Use the drawdown chart below to compare losses from any high point for OLGAX and POLIX. For additional features, visit the drawdowns tool.

JPMorgan Large Cap Growth Fund Class A (OLGAX) has a higher volatility of 14.88% compared to Polen Growth Fund (POLIX) at 13.70%. This indicates that OLGAX's price experiences larger fluctuations and is considered to be riskier than POLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.