ONGFX vs. JLGMX
Compare and contrast key facts about JPMorgan Investor Growth & Income Fund (ONGFX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
ONGFX is managed by JPMorgan. It was launched on Dec 9, 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
ONGFX vs. JLGMX - Performance Comparison
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ONGFX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ONGFX JPMorgan Investor Growth & Income Fund | -2.38% | 14.18% | 11.55% | 17.62% | -14.61% | 14.26% | 17.29% | 20.89% | -6.32% | 16.93% |
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, ONGFX achieves a -2.38% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, ONGFX has underperformed JLGMX with an annualized return of 9.07%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
ONGFX
- 1D
- 1.57%
- 1M
- -4.56%
- YTD
- -2.38%
- 6M
- -1.10%
- 1Y
- 11.85%
- 3Y*
- 11.63%
- 5Y*
- 6.29%
- 10Y*
- 9.07%
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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ONGFX vs. JLGMX - Expense Ratio Comparison
ONGFX has a 0.32% expense ratio, which is lower than JLGMX's 0.44% expense ratio.
Return for Risk
ONGFX vs. JLGMX — Risk / Return Rank
ONGFX
JLGMX
ONGFX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Growth & Income Fund (ONGFX) 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.
| ONGFX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.64 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.05 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.15 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 0.81 | +0.71 |
Martin ratioReturn relative to average drawdown | 6.56 | 2.47 | +4.09 |
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 | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.64 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.53 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.85 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.80 | -0.20 |
Correlation
The correlation between ONGFX 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
ONGFX vs. JLGMX - Dividend Comparison
ONGFX's dividend yield for the trailing twelve months is around 4.68%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONGFX JPMorgan Investor Growth & Income Fund | 4.68% | 4.92% | 4.59% | 3.46% | 7.87% | 4.45% | 7.47% | 7.62% | 8.88% | 8.74% | 4.74% | 5.82% |
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
ONGFX vs. JLGMX - Drawdown Comparison
The maximum ONGFX drawdown since its inception was -40.83%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for ONGFX and JLGMX.
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Drawdown Indicators
| ONGFX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.83% | -31.82% | -9.01% |
Max Drawdown (1Y)Largest decline over 1 year | -8.11% | -16.73% | +8.62% |
Max Drawdown (5Y)Largest decline over 5 years | -20.41% | -31.13% | +10.72% |
Max Drawdown (10Y)Largest decline over 10 years | -25.79% | -31.82% | +6.03% |
Current DrawdownCurrent decline from peak | -5.37% | -13.83% | +8.46% |
Average DrawdownAverage peak-to-trough decline | -5.44% | -5.82% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | 5.51% | -3.63% |
Volatility
ONGFX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan Investor Growth & Income Fund (ONGFX) is 4.01%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that ONGFX 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
| ONGFX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 6.48% | -2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 6.54% | 12.54% | -6.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.42% | 21.14% | -9.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.10% | 20.25% | -9.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.83% | 21.54% | -9.71% |