OLVAX vs. ACIIX
Compare and contrast key facts about JPMorgan Large Cap Value Fund Class A (OLVAX) and American Century Equity Income Fund Class I (ACIIX).
OLVAX is managed by JPMorgan. It was launched on Feb 18, 1992. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
OLVAX vs. ACIIX - Performance Comparison
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OLVAX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OLVAX JPMorgan Large Cap Value Fund Class A | -2.74% | 15.40% | 26.56% | 11.05% | -0.35% | 23.30% | 10.24% | 27.12% | -15.41% | 17.45% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, OLVAX achieves a -2.74% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, OLVAX has outperformed ACIIX with an annualized return of 12.41%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
OLVAX
- 1D
- -0.05%
- 1M
- -7.61%
- YTD
- -2.74%
- 6M
- 1.20%
- 1Y
- 12.68%
- 3Y*
- 15.84%
- 5Y*
- 10.60%
- 10Y*
- 12.41%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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OLVAX vs. ACIIX - Expense Ratio Comparison
OLVAX has a 0.93% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
OLVAX vs. ACIIX — Risk / Return Rank
OLVAX
ACIIX
OLVAX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Value Fund Class A (OLVAX) and American Century Equity Income Fund Class I (ACIIX). 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.
| OLVAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.93 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.35 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.11 | -0.05 |
Martin ratioReturn relative to average drawdown | 3.92 | 4.37 | -0.45 |
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
| OLVAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.93 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.67 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.53 | -0.11 |
Correlation
The correlation between OLVAX and ACIIX is 0.89, 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
OLVAX vs. ACIIX - Dividend Comparison
OLVAX's dividend yield for the trailing twelve months is around 7.76%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OLVAX JPMorgan Large Cap Value Fund Class A | 7.76% | 7.60% | 19.97% | 5.09% | 5.43% | 7.79% | 0.81% | 1.11% | 8.65% | 8.87% | 5.56% | 14.94% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
OLVAX vs. ACIIX - Drawdown Comparison
The maximum OLVAX drawdown since its inception was -60.15%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for OLVAX and ACIIX.
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Drawdown Indicators
| OLVAX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.15% | -39.16% | -20.99% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -8.96% | -2.45% |
Max Drawdown (5Y)Largest decline over 5 years | -18.49% | -13.49% | -5.00% |
Max Drawdown (10Y)Largest decline over 10 years | -43.20% | -32.76% | -10.44% |
Current DrawdownCurrent decline from peak | -9.37% | -5.73% | -3.64% |
Average DrawdownAverage peak-to-trough decline | -9.86% | -5.26% | -4.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.30% | +0.79% |
Volatility
OLVAX vs. ACIIX - Volatility Comparison
JPMorgan Large Cap Value Fund Class A (OLVAX) has a higher volatility of 4.01% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that OLVAX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OLVAX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 2.76% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 6.05% | +3.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.46% | 11.61% | +4.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.42% | 10.74% | +5.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.38% | 13.37% | +7.01% |