ONGFX vs. USGRX

In the year-to-date period, ONGFX achieves a 3.26% return, which is significantly higher than USGRX's 0.90% return. Over the past 10 years, ONGFX has outperformed USGRX with an annualized return of 3.49%, while USGRX has yielded a comparatively lower 1.61% annualized return.

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ONGFX has a 0.32% expense ratio, which is lower than USGRX's 0.81% expense ratio.

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.

The current ONGFX Sharpe Ratio is 0.60, which is higher than the USGRX Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of ONGFX and USGRX, 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 2.94%, more than USGRX's 1.03% yield.

The maximum ONGFX drawdown since its inception was -46.81%, 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.

The current volatility for JPMorgan Investor Growth & Income Fund (ONGFX) is 3.09%, while USAA Growth & Income Fund (USGRX) has a volatility of 5.71%. 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.