ONGAX vs. JLGMX
Compare and contrast key facts about JPMorgan Investor Growth Fund Class A (ONGAX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
ONGAX is an actively managed fund by JPMorgan. It was launched on Oct 12, 1996. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Performance
ONGAX vs. JLGMX - Performance Comparison
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ONGAX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ONGAX JPMorgan Investor Growth Fund Class A | -2.77% | 16.60% | 13.64% | 20.41% | -16.15% | 17.21% | 19.89% | 24.94% | -8.95% | 21.12% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
Returns By Period
In the year-to-date period, ONGAX achieves a -2.77% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, ONGAX has underperformed JLGMX with an annualized return of 10.61%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
ONGAX
- 1D
- 2.48%
- 1M
- -5.33%
- YTD
- -2.77%
- 6M
- -1.39%
- 1Y
- 14.48%
- 3Y*
- 13.58%
- 5Y*
- 7.33%
- 10Y*
- 10.61%
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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ONGAX vs. JLGMX - Expense Ratio Comparison
ONGAX has a 0.97% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
ONGAX vs. JLGMX — Risk / Return Rank
ONGAX
JLGMX
ONGAX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Growth Fund Class A (ONGAX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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.
| ONGAX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.64 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.05 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.15 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 0.81 | +0.63 |
Martin ratioReturn relative to average drawdown | 6.28 | 2.47 | +3.81 |
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
| ONGAX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 0.64 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.53 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.85 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.80 | -0.30 |
Correlation
The correlation between ONGAX and JLGMX 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
ONGAX vs. JLGMX - Dividend Comparison
ONGAX's dividend yield for the trailing twelve months is around 3.44%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONGAX JPMorgan Investor Growth Fund Class A | 3.44% | 3.43% | 3.18% | 3.26% | 8.35% | 3.80% | 7.02% | 8.04% | 8.36% | 8.72% | 5.62% | 6.53% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
ONGAX vs. JLGMX - Drawdown Comparison
The maximum ONGAX drawdown since its inception was -49.19%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for ONGAX and JLGMX.
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Drawdown Indicators
| ONGAX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.19% | -31.82% | -17.37% |
Max Drawdown (1Y)Largest decline over 1 year | -10.38% | -16.73% | +6.35% |
Max Drawdown (5Y)Largest decline over 5 years | -23.57% | -31.13% | +7.56% |
Max Drawdown (10Y)Largest decline over 10 years | -31.35% | -31.82% | +0.47% |
Current DrawdownCurrent decline from peak | -6.48% | -13.83% | +7.35% |
Average DrawdownAverage peak-to-trough decline | -7.81% | -5.82% | -1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 5.51% | -3.12% |
Volatility
ONGAX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan Investor Growth Fund Class A (ONGAX) is 5.32%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that ONGAX experiences smaller price fluctuations and is considered to be less risky than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ONGAX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 6.48% | -1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 8.65% | 12.54% | -3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.97% | 21.14% | -6.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.12% | 20.25% | -6.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.32% | 21.54% | -6.22% |