OLVAX vs. VHIAX
OLVAX (JPMorgan Large Cap Value Fund Class A) and VHIAX (JPMorgan Growth Advantage Fund) are both mutual funds - OLVAX is a Large Cap Value Equities fund managed by JPMorgan, while VHIAX is a Large Cap Growth Equities fund managed by JPMorgan. Over the past 10 years, OLVAX returned 13.95%/yr vs 18.10%/yr for VHIAX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. OLVAX charges 0.93%/yr vs 1.04%/yr for VHIAX.
Performance
OLVAX vs. VHIAX - Performance Comparison
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Returns By Period
In the year-to-date period, OLVAX achieves a 11.78% return, which is significantly higher than VHIAX's -1.08% return. Over the past 10 years, OLVAX has underperformed VHIAX with an annualized return of 13.95%, while VHIAX has yielded a comparatively higher 18.10% annualized return.
OLVAX
- 1D
- 0.92%
- 1M
- 1.60%
- 6M
- 5.99%
- YTD
- 11.78%
- 1Y
- 25.95%
- 3Y*
- 18.89%
- 5Y*
- 13.48%
- 10Y*
- 13.95%
- ALL TIME*
- 8.43%
VHIAX
- 1D
- 0.63%
- 1M
- -3.30%
- 6M
- 0.42%
- YTD
- -1.08%
- 1Y
- 6.23%
- 3Y*
- 19.25%
- 5Y*
- 10.63%
- 10Y*
- 18.10%
- ALL TIME*
- 8.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
OLVAX vs. VHIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OLVAX JPMorgan Large Cap Value Fund Class A | 11.78% | 15.40% | 26.56% | 11.05% | -0.35% | 23.30% | 10.24% | 27.12% | -15.41% | 17.45% |
VHIAX JPMorgan Growth Advantage Fund | -1.08% | 15.50% | 39.19% | 39.81% | -30.24% | 21.60% | 53.26% | 35.92% | -1.52% | 35.19% |
Correlation
The correlation between OLVAX and VHIAX is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.58 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.66 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 1999 | 0.75 |
The correlation between OLVAX and VHIAX shifts across timeframes, from 0.56 (1 year) to 0.75 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
OLVAX vs. VHIAX — Risk / Return Rank
OLVAX
VHIAX
OLVAX vs. VHIAX - 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 Growth Advantage Fund (VHIAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OLVAX | VHIAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.63 | ||
| Sortino ratioReturn per unit of downside risk | +2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.05 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 0.27 | +2.29 |
| Martin ratioReturn relative to average drawdown | 8.69 | 0.78 | +7.90 |
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Drawdowns
OLVAX vs. VHIAX - Drawdown Comparison
The maximum OLVAX drawdown since its inception was -60.15%, smaller than the maximum VHIAX drawdown of -85.49%. Use the drawdown chart below to compare losses from any high point for OLVAX and VHIAX.
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Drawdown Indicators
| OLVAX | VHIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.15% | -85.49% | +25.34% |
Max Drawdown (1Y)Largest decline over 1 year | -9.37% | -15.76% | +6.39% |
Max Drawdown (3Y)Largest decline over 3 years | -16.18% | -24.38% | +8.20% |
Max Drawdown (5Y)Largest decline over 5 years | -18.49% | -35.25% | +16.76% |
Max Drawdown (10Y)Largest decline over 10 years | -43.20% | -35.25% | -7.95% |
Current DrawdownCurrent decline from peak | 0.00% | -8.16% | +8.16% |
Average DrawdownAverage peak-to-trough decline | -9.78% | -39.90% | +30.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 5.42% | -2.66% |
Volatility
OLVAX vs. VHIAX - Volatility Comparison
The current volatility for JPMorgan Large Cap Value Fund Class A (OLVAX) is 3.37%, while JPMorgan Growth Advantage Fund (VHIAX) has a volatility of 6.68%. This indicates that OLVAX experiences smaller price fluctuations and is considered to be less risky than VHIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OLVAX | VHIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 6.68% | -3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 14.32% | -4.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.87% | 17.77% | -4.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.17% | 22.70% | -6.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.23% | 22.27% | -2.04% |
OLVAX vs. VHIAX - Expense Ratio Comparison
OLVAX has a 0.93% expense ratio, which is lower than VHIAX's 1.04% expense ratio.
Dividends
OLVAX vs. VHIAX - Dividend Comparison
OLVAX's dividend yield for the trailing twelve months is around 6.68%, less than VHIAX's 12.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OLVAX JPMorgan Large Cap Value Fund Class A | 6.68% | 7.60% | 19.97% | 5.09% | 5.43% | 7.79% | 0.81% | 1.11% | 8.65% | 8.87% | 5.56% | 14.94% |
VHIAX JPMorgan Growth Advantage Fund | 12.83% | 12.70% | 12.63% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% |
Frequently Asked Questions
OLVAX and VHIAX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VHIAX has higher volatility (6.68%) compared to OLVAX (3.37%). In terms of maximum drawdown, OLVAX dropped -60.15% vs VHIAX's -85.49%.
OLVAX currently has the higher Sharpe Ratio (1.86 vs 0.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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