OSGIX vs. OLGAX
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund Class A (OSGIX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
OSGIX vs. OLGAX - Performance Comparison
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OSGIX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSGIX JPMorgan Mid Cap Growth Fund Class A | -9.42% | 8.41% | 24.96% | 22.83% | -27.26% | 10.32% | 47.86% | 39.31% | -5.34% | 29.08% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -11.67% | 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, OSGIX achieves a -9.42% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, OSGIX has underperformed OLGAX with an annualized return of 12.18%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
OSGIX
- 1D
- -1.21%
- 1M
- -9.78%
- YTD
- -9.42%
- 6M
- -12.12%
- 1Y
- 8.27%
- 3Y*
- 11.87%
- 5Y*
- 3.62%
- 10Y*
- 12.18%
OLGAX
- 1D
- -0.66%
- 1M
- -8.22%
- YTD
- -11.67%
- 6M
- -13.40%
- 1Y
- 9.06%
- 3Y*
- 18.61%
- 5Y*
- 9.75%
- 10Y*
- 17.27%
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OSGIX vs. OLGAX - Expense Ratio Comparison
OSGIX has a 1.14% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Return for Risk
OSGIX vs. OLGAX — Risk / Return Rank
OSGIX
OLGAX
OSGIX vs. OLGAX - 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 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.
| OSGIX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.44 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.65 | 0.78 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.11 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 0.38 | 0.00 |
Martin ratioReturn relative to average drawdown | 1.25 | 1.18 | +0.07 |
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 | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.44 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.49 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.81 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.47 | -0.06 |
Correlation
The correlation between OSGIX and OLGAX is 0.88, 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. OLGAX - Dividend Comparison
OSGIX's dividend yield for the trailing twelve months is around 13.59%, more than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSGIX JPMorgan Mid Cap Growth Fund Class A | 13.59% | 12.31% | 18.67% | 0.00% | 0.98% | 10.97% | 12.80% | 8.61% | 8.45% | 7.36% | 0.05% | 6.01% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 13.38% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
OSGIX vs. OLGAX - Drawdown Comparison
The maximum OSGIX drawdown since its inception was -57.79%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for OSGIX and OLGAX.
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Drawdown Indicators
| OSGIX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.79% | -63.25% | +5.46% |
Max Drawdown (1Y)Largest decline over 1 year | -14.25% | -16.92% | +2.67% |
Max Drawdown (5Y)Largest decline over 5 years | -37.26% | -31.34% | -5.92% |
Max Drawdown (10Y)Largest decline over 10 years | -37.26% | -31.87% | -5.39% |
Current DrawdownCurrent decline from peak | -14.25% | -16.92% | +2.67% |
Average DrawdownAverage peak-to-trough decline | -12.32% | -18.78% | +6.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 5.51% | -1.09% |
Volatility
OSGIX vs. OLGAX - Volatility Comparison
JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a higher volatility of 6.28% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 5.22%. This indicates that OSGIX's price experiences larger fluctuations and is considered to be riskier 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
| OSGIX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 5.22% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 12.06% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.81% | 20.90% | +1.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 20.21% | +2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.62% | 21.52% | +1.10% |