ONIFX vs. OLGAX
Compare and contrast key facts about JPMorgan Investor Growth Fund (ONIFX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
ONIFX is managed by JPMorgan. It was launched on Dec 9, 1996. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
ONIFX vs. OLGAX - Performance Comparison
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ONIFX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ONIFX JPMorgan Investor Growth Fund | -2.75% | 16.84% | 13.92% | 20.69% | -15.98% | 17.69% | 20.16% | 25.27% | -8.68% | 21.38% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -8.59% | 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, ONIFX achieves a -2.75% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, ONIFX has underperformed OLGAX with an annualized return of 10.89%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
ONIFX
- 1D
- 2.43%
- 1M
- -5.35%
- YTD
- -2.75%
- 6M
- -1.32%
- 1Y
- 14.74%
- 3Y*
- 13.82%
- 5Y*
- 7.61%
- 10Y*
- 10.89%
OLGAX
- 1D
- 3.49%
- 1M
- -4.92%
- YTD
- -8.59%
- 6M
- -10.58%
- 1Y
- 12.10%
- 3Y*
- 19.98%
- 5Y*
- 10.17%
- 10Y*
- 17.67%
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ONIFX vs. OLGAX - Expense Ratio Comparison
ONIFX has a 0.32% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
ONIFX vs. OLGAX — Risk / Return Rank
ONIFX
OLGAX
ONIFX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Growth Fund (ONIFX) 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.
| ONIFX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.61 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.01 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.14 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 0.77 | +0.70 |
Martin ratioReturn relative to average drawdown | 6.40 | 2.34 | +4.06 |
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
| ONIFX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.61 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.50 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.82 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.48 | +0.04 |
Correlation
The correlation between ONIFX 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
ONIFX vs. OLGAX - Dividend Comparison
ONIFX's dividend yield for the trailing twelve months is around 3.49%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ONIFX JPMorgan Investor Growth Fund | 3.49% | 3.52% | 3.30% | 3.35% | 8.33% | 4.05% | 7.03% | 8.06% | 8.47% | 8.79% | 5.75% | 6.72% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 12.93% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
ONIFX vs. OLGAX - Drawdown Comparison
The maximum ONIFX drawdown since its inception was -49.03%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for ONIFX and OLGAX.
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Drawdown Indicators
| ONIFX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.03% | -63.25% | +14.22% |
Max Drawdown (1Y)Largest decline over 1 year | -10.35% | -16.92% | +6.57% |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | -31.34% | +8.02% |
Max Drawdown (10Y)Largest decline over 10 years | -31.33% | -31.87% | +0.54% |
Current DrawdownCurrent decline from peak | -6.49% | -14.02% | +7.53% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -18.78% | +11.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 5.58% | -3.20% |
Volatility
ONIFX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Investor Growth Fund (ONIFX) is 5.31%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that ONIFX 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.
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Volatility by Period
| ONIFX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 6.48% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.64% | 12.54% | -3.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.95% | 21.14% | -6.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 20.26% | -6.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.33% | 21.55% | -6.22% |