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. It was launched on Dec 9, 1996. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
ONGFX vs. OLGAX - Performance Comparison
Loading graphics...
ONGFX vs. OLGAX - 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% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -11.67% | 13.79% | 34.85% | 34.28% | -25.58% | 17.87% | 55.60% | 38.81% | 0.23% | 37.75% |
Returns By Period
In the year-to-date period, ONGFX achieves a -3.89% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, ONGFX has underperformed OLGAX with an annualized return of 8.90%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
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%
OLGAX
- 1D
- -0.66%
- 1M
- -8.22%
- YTD
- -11.67%
- 6M
- -13.40%
- 1Y
- 9.06%
- 3Y*
- 18.61%
- 5Y*
- 9.75%
- 10Y*
- 17.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ONGFX vs. OLGAX - Expense Ratio Comparison
ONGFX has a 0.32% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
ONGFX vs. OLGAX — Risk / Return Rank
ONGFX
OLGAX
ONGFX vs. OLGAX - 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 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.
| ONGFX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.44 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.38 | 0.78 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.11 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 0.38 | +0.79 |
Martin ratioReturn relative to average drawdown | 5.14 | 1.18 | +3.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ONGFX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.44 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.49 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.81 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.47 | +0.12 |
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.
Dividends
ONGFX vs. OLGAX - Dividend Comparison
ONGFX's dividend yield for the trailing twelve months is around 4.75%, less than OLGAX's 13.38% 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% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 13.38% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
ONGFX vs. OLGAX - Drawdown Comparison
The maximum ONGFX drawdown since its inception was -40.83%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for ONGFX and OLGAX.
Loading graphics...
Drawdown Indicators
| ONGFX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.83% | -63.25% | +22.42% |
Max Drawdown (1Y)Largest decline over 1 year | -8.11% | -16.92% | +8.81% |
Max Drawdown (5Y)Largest decline over 5 years | -20.41% | -31.34% | +10.93% |
Max Drawdown (10Y)Largest decline over 10 years | -25.79% | -31.87% | +6.08% |
Current DrawdownCurrent decline from peak | -6.84% | -16.92% | +10.08% |
Average DrawdownAverage peak-to-trough decline | -5.44% | -18.78% | +13.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 5.51% | -3.66% |
Volatility
ONGFX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Investor Growth & Income Fund (ONGFX) is 3.54%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. 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.
Loading graphics...
Volatility by Period
| ONGFX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 5.22% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 6.35% | 12.06% | -5.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.34% | 20.90% | -9.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.08% | 20.21% | -9.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.82% | 21.52% | -9.70% |