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 Chase. It was launched on Feb 18, 1992. OLGAX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OLVAX or OLGAX.
Correlation
The correlation between OLVAX and OLGAX is 0.78, 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.
Performance
OLVAX vs. OLGAX - Performance Comparison
Key characteristics
OLVAX:
0.81
OLGAX:
1.40
OLVAX:
1.05
OLGAX:
1.92
OLVAX:
1.18
OLGAX:
1.25
OLVAX:
0.76
OLGAX:
1.97
OLVAX:
2.16
OLGAX:
7.15
OLVAX:
5.71%
OLGAX:
3.64%
OLVAX:
15.25%
OLGAX:
18.59%
OLVAX:
-69.35%
OLGAX:
-64.30%
OLVAX:
-11.34%
OLGAX:
-0.66%
Returns By Period
In the year-to-date period, OLVAX achieves a 5.01% return, which is significantly higher than OLGAX's 4.52% return. Over the past 10 years, OLVAX has underperformed OLGAX with an annualized return of 4.58%, while OLGAX has yielded a comparatively higher 8.50% annualized return.
OLVAX
5.01%
1.10%
0.91%
10.51%
7.51%
4.58%
OLGAX
4.52%
2.37%
12.13%
24.38%
12.66%
8.50%
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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.
Risk-Adjusted Performance
OLVAX vs. OLGAX — Risk-Adjusted Performance Rank
OLVAX
OLGAX
OLVAX vs. OLGAX - Risk-Adjusted Performance 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.
Dividends
OLVAX vs. OLGAX - Dividend Comparison
OLVAX's dividend yield for the trailing twelve months is around 1.09%, while OLGAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OLVAX JPMorgan Large Cap Value Fund Class A | 1.09% | 1.14% | 1.40% | 1.13% | 0.63% | 0.82% | 1.12% | 1.29% | 0.77% | 1.04% | 1.28% | 1.22% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.74% | 0.00% | 0.00% | 0.00% |
Drawdowns
OLVAX vs. OLGAX - Drawdown Comparison
The maximum OLVAX drawdown since its inception was -69.35%, which is greater than OLGAX's maximum drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for OLVAX and OLGAX. For additional features, visit the drawdowns tool.
Volatility
OLVAX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Large Cap Value Fund Class A (OLVAX) is 2.65%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 4.76%. 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.