ONGIX vs. BBGLX
ONGIX (JPMorgan Investor Growth and Income Fund Class A) and BBGLX (Bridge Builder Large Cap Growth Fund) are both mutual funds - ONGIX is a Diversified Portfolio fund actively managed by JPMorgan, while BBGLX is a Large Cap Growth Equities fund managed by Bridge Builder. Over the past 10 years, ONGIX returned 9.31%/yr vs 12.97%/yr for BBGLX. Their correlation of 0.90 means they have usually moved in the same direction. ONGIX charges 0.95%/yr vs 0.19%/yr for BBGLX.
Performance
ONGIX vs. BBGLX - Performance Comparison
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Returns By Period
In the year-to-date period, ONGIX achieves a 5.37% return, which is significantly higher than BBGLX's 1.72% return. Over the past 10 years, ONGIX has underperformed BBGLX with an annualized return of 9.31%, while BBGLX has yielded a comparatively higher 12.97% annualized return.
ONGIX
- 1D
- 1.38%
- 1M
- -0.90%
- 6M
- 3.56%
- YTD
- 5.37%
- 1Y
- 12.71%
- 3Y*
- 11.92%
- 5Y*
- 6.81%
- 10Y*
- 9.31%
- ALL TIME*
- 7.43%
BBGLX
- 1D
- 2.11%
- 1M
- -1.19%
- 6M
- 2.55%
- YTD
- 1.72%
- 1Y
- -1.01%
- 3Y*
- 10.68%
- 5Y*
- 5.33%
- 10Y*
- 12.97%
- ALL TIME*
- 11.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ONGIX vs. BBGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ONGIX JPMorgan Investor Growth and Income Fund Class A | 5.37% | 13.92% | 11.36% | 17.26% | -14.81% | 14.68% | 16.97% | 20.64% | -6.57% | 16.70% |
BBGLX Bridge Builder Large Cap Growth Fund | 1.72% | 2.79% | 21.45% | 32.21% | -26.82% | 23.34% | 34.84% | 33.32% | 0.10% | 25.33% |
Correlation
The correlation between ONGIX and BBGLX is 0.85, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2015 | 0.90 |
The correlation between ONGIX and BBGLX has been stable across timeframes, ranging from 0.84 to 0.90 - a consistent structural relationship.
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Return for Risk
ONGIX vs. BBGLX — Risk / Return Rank
ONGIX
BBGLX
ONGIX vs. BBGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Growth and Income Fund Class A (ONGIX) and Bridge Builder Large Cap Growth Fund (BBGLX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ONGIX | BBGLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.43 | ||
| Sortino ratioReturn per unit of downside risk | +1.93 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 0.98 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.70 | -0.15 | +1.85 |
| Martin ratioReturn relative to average drawdown | 7.00 | -0.35 | +7.35 |
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Drawdowns
ONGIX vs. BBGLX - Drawdown Comparison
The maximum ONGIX drawdown since its inception was -41.01%, which is greater than BBGLX's maximum drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for ONGIX and BBGLX.
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Drawdown Indicators
| ONGIX | BBGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.01% | -32.31% | -8.70% |
Max Drawdown (1Y)Largest decline over 1 year | -6.85% | -22.44% | +15.59% |
Max Drawdown (3Y)Largest decline over 3 years | -11.43% | -22.44% | +11.01% |
Max Drawdown (5Y)Largest decline over 5 years | -20.47% | -32.31% | +11.84% |
Max Drawdown (10Y)Largest decline over 10 years | -25.83% | -32.31% | +6.48% |
Current DrawdownCurrent decline from peak | -1.56% | -9.78% | +8.22% |
Average DrawdownAverage peak-to-trough decline | -5.52% | -6.26% | +0.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 9.65% | -7.99% |
Volatility
ONGIX vs. BBGLX - Volatility Comparison
The current volatility for JPMorgan Investor Growth and Income Fund Class A (ONGIX) is 2.83%, while Bridge Builder Large Cap Growth Fund (BBGLX) has a volatility of 4.17%. This indicates that ONGIX experiences smaller price fluctuations and is considered to be less risky than BBGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ONGIX | BBGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.83% | 4.17% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 7.84% | 11.84% | -4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.49% | 16.95% | -7.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.23% | 19.78% | -8.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.82% | 19.45% | -7.63% |
ONGIX vs. BBGLX - Expense Ratio Comparison
ONGIX has a 0.95% expense ratio, which is higher than BBGLX's 0.19% expense ratio.
Dividends
ONGIX vs. BBGLX - Dividend Comparison
ONGIX's dividend yield for the trailing twelve months is around 4.37%, while BBGLX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBGLX Bridge Builder Large Cap Growth Fund | 0.00% | 0.00% | 7.16% | 0.78% | 0.71% | 7.71% | 3.67% | 2.05% | 5.25% | 0.80% | 0.92% | 0.52% |
ONGIX JPMorgan Investor Growth and Income Fund Class A | 4.37% | 4.56% | 4.25% | 3.17% | 7.44% | 4.74% | 7.10% | 7.23% | 8.43% | 8.34% | 4.42% | 5.45% |
Frequently Asked Questions
ONGIX and BBGLX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBGLX has higher volatility (4.17%) compared to ONGIX (2.83%). In terms of maximum drawdown, ONGIX dropped -41.01% vs BBGLX's -32.31%.
ONGIX currently has the higher Sharpe Ratio (1.22 vs -0.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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