ONGFX vs. OLGAX
Compare and contrast key facts about JPMorgan Investor Growth & Income Fund (ONGFX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
ONGFX is managed by JPMorgan Chase. It was launched on Dec 9, 1996. OLGAX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ONGFX or OLGAX.
Correlation
The correlation between ONGFX and OLGAX is 0.90, 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.
Performance
ONGFX vs. OLGAX - Performance Comparison
Key characteristics
ONGFX:
1.58
OLGAX:
1.40
ONGFX:
2.21
OLGAX:
1.92
ONGFX:
1.29
OLGAX:
1.25
ONGFX:
1.80
OLGAX:
1.97
ONGFX:
7.01
OLGAX:
7.15
ONGFX:
1.98%
OLGAX:
3.64%
ONGFX:
8.75%
OLGAX:
18.59%
ONGFX:
-46.81%
OLGAX:
-64.30%
ONGFX:
-1.75%
OLGAX:
-0.66%
Returns By Period
In the year-to-date period, ONGFX achieves a 3.54% return, which is significantly lower than OLGAX's 4.52% return. Over the past 10 years, ONGFX has underperformed OLGAX with an annualized return of 3.66%, while OLGAX has yielded a comparatively higher 8.40% annualized return.
ONGFX
3.54%
1.87%
3.20%
12.53%
5.09%
3.66%
OLGAX
4.52%
2.37%
10.84%
24.38%
12.42%
8.40%
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ONGFX vs. OLGAX - Expense Ratio Comparison
ONGFX has a 0.32% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
ONGFX vs. OLGAX — Risk-Adjusted Performance Rank
ONGFX
OLGAX
ONGFX vs. OLGAX - Risk-Adjusted Performance 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 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.
Dividends
ONGFX vs. OLGAX - Dividend Comparison
ONGFX's dividend yield for the trailing twelve months is around 2.88%, while OLGAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONGFX JPMorgan Investor Growth & Income Fund | 2.88% | 2.98% | 2.13% | 1.88% | 2.70% | 1.66% | 1.77% | 2.96% | 2.18% | 1.71% | 1.86% | 2.24% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.74% | 0.00% | 0.00% | 0.00% |
Drawdowns
ONGFX vs. OLGAX - Drawdown Comparison
The maximum ONGFX drawdown since its inception was -46.81%, 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.
Volatility
ONGFX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Investor Growth & Income Fund (ONGFX) is 2.13%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 4.76%. 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.