ONGFX vs. USGRX
Compare and contrast key facts about JPMorgan Investor Growth & Income Fund (ONGFX) and USAA Growth & Income Fund (USGRX).
ONGFX is managed by JPMorgan Chase. It was launched on Dec 9, 1996. USGRX is managed by Victory Capital. It was launched on Jun 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ONGFX or USGRX.
Correlation
The correlation between ONGFX and USGRX is 0.96, 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. USGRX - Performance Comparison
Key characteristics
ONGFX:
0.67
USGRX:
-0.39
ONGFX:
1.01
USGRX:
-0.34
ONGFX:
1.14
USGRX:
0.93
ONGFX:
0.71
USGRX:
-0.31
ONGFX:
3.07
USGRX:
-0.77
ONGFX:
2.63%
USGRX:
11.98%
ONGFX:
11.97%
USGRX:
23.58%
ONGFX:
-40.83%
USGRX:
-62.55%
ONGFX:
-5.30%
USGRX:
-23.72%
Returns By Period
In the year-to-date period, ONGFX achieves a -1.73% return, which is significantly higher than USGRX's -5.44% return. Over the past 10 years, ONGFX has outperformed USGRX with an annualized return of 7.27%, while USGRX has yielded a comparatively lower 1.12% annualized return.
ONGFX
-1.73%
-2.86%
-2.37%
7.18%
10.27%
7.27%
USGRX
-5.44%
-4.88%
-20.29%
-10.19%
6.03%
1.12%
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ONGFX vs. USGRX - Expense Ratio Comparison
ONGFX has a 0.32% expense ratio, which is lower than USGRX's 0.81% expense ratio.
Risk-Adjusted Performance
ONGFX vs. USGRX — Risk-Adjusted Performance Rank
ONGFX
USGRX
ONGFX vs. USGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Growth & Income Fund (ONGFX) and USAA Growth & Income Fund (USGRX). 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. USGRX - Dividend Comparison
ONGFX's dividend yield for the trailing twelve months is around 4.74%, more than USGRX's 1.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONGFX JPMorgan Investor Growth & Income Fund | 4.74% | 4.59% | 3.51% | 7.87% | 4.45% | 7.47% | 7.62% | 8.88% | 8.74% | 4.74% | 5.82% | 4.60% |
USGRX USAA Growth & Income Fund | 1.10% | 1.25% | 0.93% | 1.00% | 0.77% | 0.84% | 1.15% | 0.97% | 0.73% | 0.93% | 0.85% | 1.03% |
Drawdowns
ONGFX vs. USGRX - Drawdown Comparison
The maximum ONGFX drawdown since its inception was -40.83%, smaller than the maximum USGRX drawdown of -62.55%. Use the drawdown chart below to compare losses from any high point for ONGFX and USGRX. For additional features, visit the drawdowns tool.
Volatility
ONGFX vs. USGRX - Volatility Comparison
The current volatility for JPMorgan Investor Growth & Income Fund (ONGFX) is 8.31%, while USAA Growth & Income Fund (USGRX) has a volatility of 12.87%. This indicates that ONGFX experiences smaller price fluctuations and is considered to be less risky than USGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.