ONGFX vs. OLGAX

In the year-to-date period, ONGFX achieves a 2.84% return, which is significantly higher than OLGAX's -0.32% return. Both investments have delivered pretty close results over the past 10 years, with ONGFX having a 7.71% annualized return and OLGAX not far behind at 7.63%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ONGFX has a 0.32% expense ratio, which is lower than OLGAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Growth & Income Fund (ONGFX) 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.

The current ONGFX Sharpe Ratio is 0.68, which is higher than the OLGAX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of ONGFX and OLGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ONGFX's dividend yield for the trailing twelve months is around 4.52%, while OLGAX has not paid dividends to shareholders.

The maximum ONGFX drawdown since its inception was -40.83%, smaller than the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for ONGFX and OLGAX. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Investor Growth & Income Fund (ONGFX) is 3.35%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.30%. This indicates that ONGFX 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.