ONIFX vs. VHIAX
Compare and contrast key facts about JPMorgan Investor Growth Fund (ONIFX) and JPMorgan Growth Advantage Fund (VHIAX).
ONIFX is managed by JPMorgan. It was launched on Dec 9, 1996. VHIAX is managed by JPMorgan. It was launched on Oct 29, 1999.
Performance
ONIFX vs. VHIAX - Performance Comparison
Loading graphics...
ONIFX vs. VHIAX - 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% |
VHIAX JPMorgan Growth Advantage Fund | -8.66% | 15.50% | 39.19% | 39.81% | -30.24% | 21.60% | 53.26% | 35.92% | -1.52% | 35.19% |
Returns By Period
In the year-to-date period, ONIFX achieves a -2.75% return, which is significantly higher than VHIAX's -8.66% return. Over the past 10 years, ONIFX has underperformed VHIAX with an annualized return of 10.89%, while VHIAX has yielded a comparatively higher 17.57% 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%
VHIAX
- 1D
- 3.87%
- 1M
- -4.81%
- YTD
- -8.66%
- 6M
- -9.05%
- 1Y
- 16.03%
- 3Y*
- 22.23%
- 5Y*
- 10.87%
- 10Y*
- 17.57%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ONIFX vs. VHIAX - Expense Ratio Comparison
ONIFX has a 0.32% expense ratio, which is lower than VHIAX's 1.04% expense ratio.
Return for Risk
ONIFX vs. VHIAX — Risk / Return Rank
ONIFX
VHIAX
ONIFX vs. VHIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Investor Growth Fund (ONIFX) and JPMorgan Growth Advantage Fund (VHIAX). 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 | VHIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.76 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.23 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.18 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.08 | +0.39 |
Martin ratioReturn relative to average drawdown | 6.40 | 3.45 | +2.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ONIFX | VHIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.76 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.49 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.80 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.34 | +0.17 |
Correlation
The correlation between ONIFX and VHIAX 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. VHIAX - Dividend Comparison
ONIFX's dividend yield for the trailing twelve months is around 3.49%, less than VHIAX's 13.90% 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% |
VHIAX JPMorgan Growth Advantage Fund | 13.90% | 12.70% | 12.63% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% |
Drawdowns
ONIFX vs. VHIAX - Drawdown Comparison
The maximum ONIFX drawdown since its inception was -49.03%, smaller than the maximum VHIAX drawdown of -85.49%. Use the drawdown chart below to compare losses from any high point for ONIFX and VHIAX.
Loading graphics...
Drawdown Indicators
| ONIFX | VHIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.03% | -85.49% | +36.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.35% | -15.76% | +5.41% |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | -35.25% | +11.93% |
Max Drawdown (10Y)Largest decline over 10 years | -31.33% | -35.25% | +3.92% |
Current DrawdownCurrent decline from peak | -6.49% | -12.50% | +6.01% |
Average DrawdownAverage peak-to-trough decline | -7.63% | -40.36% | +32.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 4.93% | -2.55% |
Volatility
ONIFX vs. VHIAX - Volatility Comparison
The current volatility for JPMorgan Investor Growth Fund (ONIFX) is 5.31%, while JPMorgan Growth Advantage Fund (VHIAX) has a volatility of 6.88%. This indicates that ONIFX experiences smaller price fluctuations and is considered to be less risky than VHIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ONIFX | VHIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 6.88% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 8.64% | 12.63% | -3.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.95% | 22.62% | -7.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 22.45% | -8.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.33% | 22.16% | -6.83% |