ONGFX vs. CONWX
Compare and contrast key facts about JPMorgan Investor Growth & Income Fund (ONGFX) and Concorde Wealth Management Fund (CONWX).
ONGFX is managed by JPMorgan. It was launched on Dec 9, 1996. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
ONGFX vs. CONWX - Performance Comparison
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ONGFX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ONGFX JPMorgan Investor Growth & Income Fund | -3.89% | 14.18% | 11.55% | 17.62% | -14.61% | 14.26% | 17.29% | 20.89% | -6.32% | 16.93% |
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
Returns By Period
In the year-to-date period, ONGFX achieves a -3.89% return, which is significantly lower than CONWX's 8.18% return. Both investments have delivered pretty close results over the past 10 years, with ONGFX having a 8.90% annualized return and CONWX not far behind at 8.62%.
ONGFX
- 1D
- -0.05%
- 1M
- -6.40%
- YTD
- -3.89%
- 6M
- -2.30%
- 1Y
- 10.41%
- 3Y*
- 11.05%
- 5Y*
- 6.17%
- 10Y*
- 8.90%
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
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ONGFX vs. CONWX - Expense Ratio Comparison
ONGFX has a 0.32% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
ONGFX vs. CONWX — Risk / Return Rank
ONGFX
CONWX
ONGFX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Growth & Income Fund (ONGFX) and Concorde Wealth Management Fund (CONWX). 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.
| ONGFX | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 1.70 | -0.76 |
Sortino ratioReturn per unit of downside risk | 1.38 | 2.36 | -0.98 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 1.99 | -0.82 |
Martin ratioReturn relative to average drawdown | 5.14 | 11.30 | -6.16 |
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
| ONGFX | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 1.70 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.74 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.78 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.78 | -0.19 |
Correlation
The correlation between ONGFX and CONWX is 0.80, 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
ONGFX vs. CONWX - Dividend Comparison
ONGFX's dividend yield for the trailing twelve months is around 4.75%, more than CONWX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONGFX JPMorgan Investor Growth & Income Fund | 4.75% | 4.92% | 4.59% | 3.46% | 7.87% | 4.45% | 7.47% | 7.62% | 8.88% | 8.74% | 4.74% | 5.82% |
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% | 0.00% |
Drawdowns
ONGFX vs. CONWX - Drawdown Comparison
The maximum ONGFX drawdown since its inception was -40.83%, which is greater than CONWX's maximum drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for ONGFX and CONWX.
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Drawdown Indicators
| ONGFX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.83% | -26.09% | -14.74% |
Max Drawdown (1Y)Largest decline over 1 year | -8.11% | -8.60% | +0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -20.41% | -12.49% | -7.92% |
Max Drawdown (10Y)Largest decline over 10 years | -25.79% | -26.09% | +0.30% |
Current DrawdownCurrent decline from peak | -6.84% | -2.03% | -4.81% |
Average DrawdownAverage peak-to-trough decline | -5.44% | -2.78% | -2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 1.52% | +0.33% |
Volatility
ONGFX vs. CONWX - Volatility Comparison
JPMorgan Investor Growth & Income Fund (ONGFX) has a higher volatility of 3.54% compared to Concorde Wealth Management Fund (CONWX) at 2.12%. This indicates that ONGFX's price experiences larger fluctuations and is considered to be riskier than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ONGFX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 2.12% | +1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 6.35% | 5.43% | +0.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.34% | 10.70% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.08% | 10.26% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.82% | 11.15% | +0.67% |