OSGIX vs. JLGMX
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund Class A (OSGIX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994. 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
OSGIX vs. JLGMX - Performance Comparison
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OSGIX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSGIX JPMorgan Mid Cap Growth Fund Class A | -5.84% | 8.41% | 24.96% | 22.83% | -27.26% | 10.32% | 47.86% | 39.31% | -5.34% | 29.08% |
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, OSGIX achieves a -5.84% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, OSGIX has underperformed JLGMX with an annualized return of 12.62%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
OSGIX
- 1D
- 3.95%
- 1M
- -6.16%
- YTD
- -5.84%
- 6M
- -8.40%
- 1Y
- 11.67%
- 3Y*
- 13.33%
- 5Y*
- 4.09%
- 10Y*
- 12.62%
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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OSGIX vs. JLGMX - Expense Ratio Comparison
OSGIX has a 1.14% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
OSGIX vs. JLGMX — Risk / Return Rank
OSGIX
JLGMX
OSGIX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund Class A (OSGIX) 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.
| OSGIX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 0.64 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.93 | 1.05 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.15 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 0.81 | +0.03 |
Martin ratioReturn relative to average drawdown | 2.68 | 2.47 | +0.21 |
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
| OSGIX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.64 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.53 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.85 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.80 | -0.39 |
Correlation
The correlation between OSGIX and JLGMX 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
OSGIX vs. JLGMX - Dividend Comparison
OSGIX's dividend yield for the trailing twelve months is around 13.08%, more than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSGIX JPMorgan Mid Cap Growth Fund Class A | 13.08% | 12.31% | 18.67% | 0.00% | 0.98% | 10.97% | 12.80% | 8.61% | 8.45% | 7.36% | 0.05% | 6.01% |
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
OSGIX vs. JLGMX - Drawdown Comparison
The maximum OSGIX drawdown since its inception was -57.79%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for OSGIX and JLGMX.
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Drawdown Indicators
| OSGIX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.79% | -31.82% | -25.97% |
Max Drawdown (1Y)Largest decline over 1 year | -14.25% | -16.73% | +2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -37.26% | -31.13% | -6.13% |
Max Drawdown (10Y)Largest decline over 10 years | -37.26% | -31.82% | -5.44% |
Current DrawdownCurrent decline from peak | -10.87% | -13.83% | +2.96% |
Average DrawdownAverage peak-to-trough decline | -12.32% | -5.82% | -6.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 5.51% | -1.03% |
Volatility
OSGIX vs. JLGMX - Volatility Comparison
JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a higher volatility of 7.64% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 6.48%. This indicates that OSGIX's price experiences larger fluctuations and is considered to be riskier 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
| OSGIX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.64% | 6.48% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 13.74% | 12.54% | +1.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.10% | 21.14% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.48% | 20.25% | +2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.65% | 21.54% | +1.11% |