OLGAX vs. VIGAX

In the year-to-date period, OLGAX achieves a 32.57% return, which is significantly higher than VIGAX's 30.24% return. Over the past 10 years, OLGAX has underperformed VIGAX with an annualized return of 8.42%, while VIGAX has yielded a comparatively higher 15.54% annualized return.

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OLGAX has a 1.01% expense ratio, which is higher than VIGAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class A (OLGAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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 2.09, which is comparable to the VIGAX Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of OLGAX and VIGAX, 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 VIGAX's dividend yield for the trailing twelve months is around 0.48%.

The maximum OLGAX drawdown since its inception was -64.30%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for OLGAX and VIGAX. For additional features, visit the drawdowns tool.

JPMorgan Large Cap Growth Fund Class A (OLGAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX) have volatilities of 5.24% and 5.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.