OLVAX vs. OLGAX
Compare and contrast key facts about JPMorgan Large Cap Value Fund Class A (OLVAX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
OLVAX is managed by JPMorgan. It was launched on Feb 18, 1992. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
OLVAX vs. OLGAX - Performance Comparison
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OLVAX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OLVAX JPMorgan Large Cap Value Fund Class A | -0.79% | 15.40% | 26.56% | 11.05% | -0.35% | 23.30% | 10.24% | 27.12% | -15.41% | 17.45% |
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% |
Returns By Period
In the year-to-date period, OLVAX achieves a -0.79% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, OLVAX has underperformed OLGAX with an annualized return of 12.63%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
OLVAX
- 1D
- 2.00%
- 1M
- -5.47%
- YTD
- -0.79%
- 6M
- 2.62%
- 1Y
- 15.22%
- 3Y*
- 16.61%
- 5Y*
- 10.83%
- 10Y*
- 12.63%
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%
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OLVAX vs. OLGAX - Expense Ratio Comparison
OLVAX has a 0.93% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
OLVAX vs. OLGAX — Risk / Return Rank
OLVAX
OLGAX
OLVAX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Value Fund Class A (OLVAX) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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 | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.61 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.01 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 0.77 | +0.61 |
Martin ratioReturn relative to average drawdown | 5.05 | 2.34 | +2.71 |
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 | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.61 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.50 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.82 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.48 | -0.06 |
Correlation
The correlation between OLVAX and OLGAX is 0.77, 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. OLGAX - Dividend Comparison
OLVAX's dividend yield for the trailing twelve months is around 7.61%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OLVAX JPMorgan Large Cap Value Fund Class A | 7.61% | 7.60% | 19.97% | 5.09% | 5.43% | 7.79% | 0.81% | 1.11% | 8.65% | 8.87% | 5.56% | 14.94% |
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% |
Drawdowns
OLVAX vs. OLGAX - Drawdown Comparison
The maximum OLVAX drawdown since its inception was -60.15%, roughly equal to the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for OLVAX and OLGAX.
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Drawdown Indicators
| OLVAX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.15% | -63.25% | +3.10% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -16.92% | +5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -18.49% | -31.34% | +12.85% |
Max Drawdown (10Y)Largest decline over 10 years | -43.20% | -31.87% | -11.33% |
Current DrawdownCurrent decline from peak | -7.55% | -14.02% | +6.47% |
Average DrawdownAverage peak-to-trough decline | -9.86% | -18.78% | +8.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 5.58% | -2.45% |
Volatility
OLVAX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Large Cap Value Fund Class A (OLVAX) is 4.65%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that OLVAX experiences smaller price fluctuations and is considered to be less risky than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OLVAX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 6.48% | -1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 12.54% | -2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.54% | 21.14% | -4.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.44% | 20.26% | -3.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.39% | 21.55% | -1.16% |