ONGIX vs. JLGMX
Compare and contrast key facts about JPMorgan Investor Growth and Income Fund Class A (ONGIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
ONGIX is an actively managed fund by JPMorgan. It was launched on Dec 10, 1996. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Performance
ONGIX vs. JLGMX - Performance Comparison
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ONGIX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ONGIX JPMorgan Investor Growth and Income Fund Class A | -3.93% | 13.92% | 11.36% | 17.26% | -14.81% | 14.68% | 16.97% | 20.64% | -6.57% | 16.70% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
Returns By Period
In the year-to-date period, ONGIX achieves a -3.93% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, ONGIX has underperformed JLGMX with an annualized return of 8.71%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
ONGIX
- 1D
- -0.05%
- 1M
- -6.42%
- YTD
- -3.93%
- 6M
- -2.44%
- 1Y
- 10.17%
- 3Y*
- 10.80%
- 5Y*
- 6.06%
- 10Y*
- 8.71%
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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ONGIX vs. JLGMX - Expense Ratio Comparison
ONGIX has a 0.95% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
ONGIX vs. JLGMX — Risk / Return Rank
ONGIX
JLGMX
ONGIX vs. JLGMX - 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 JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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.
| ONGIX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.64 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.05 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.15 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 0.81 | +0.33 |
Martin ratioReturn relative to average drawdown | 5.01 | 2.47 | +2.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ONGIX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.64 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.53 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.85 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.80 | -0.22 |
Correlation
The correlation between ONGIX and JLGMX is 0.89, 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
ONGIX vs. JLGMX - Dividend Comparison
ONGIX's dividend yield for the trailing twelve months is around 4.45%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONGIX JPMorgan Investor Growth and Income Fund Class A | 4.45% | 4.56% | 4.25% | 3.17% | 7.44% | 4.74% | 7.10% | 7.23% | 8.43% | 8.34% | 4.42% | 5.45% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
ONGIX vs. JLGMX - Drawdown Comparison
The maximum ONGIX drawdown since its inception was -41.01%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for ONGIX and JLGMX.
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Drawdown Indicators
| ONGIX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.01% | -31.82% | -9.19% |
Max Drawdown (1Y)Largest decline over 1 year | -8.12% | -16.73% | +8.61% |
Max Drawdown (5Y)Largest decline over 5 years | -20.47% | -31.13% | +10.66% |
Max Drawdown (10Y)Largest decline over 10 years | -25.83% | -31.82% | +5.99% |
Current DrawdownCurrent decline from peak | -6.85% | -13.83% | +6.98% |
Average DrawdownAverage peak-to-trough decline | -5.58% | -5.82% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 5.51% | -3.66% |
Volatility
ONGIX vs. JLGMX - Volatility Comparison
The current volatility for JPMorgan Investor Growth and Income Fund Class A (ONGIX) is 3.59%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 6.48%. This indicates that ONGIX experiences smaller price fluctuations and is considered to be less risky than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ONGIX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.59% | 6.48% | -2.89% |
Volatility (6M)Calculated over the trailing 6-month period | 6.38% | 12.54% | -6.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.33% | 21.14% | -9.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.07% | 20.25% | -9.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.81% | 21.54% | -9.73% |