PBCKX vs. OLGAX

In the year-to-date period, PBCKX achieves a 18.40% return, which is significantly lower than OLGAX's 35.17% return. Over the past 10 years, PBCKX has outperformed OLGAX with an annualized return of 11.87%, while OLGAX has yielded a comparatively lower 8.62% annualized return.

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PBCKX has a 0.66% expense ratio, which is lower than OLGAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Principal Blue Chip Fund (PBCKX) 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.

The current PBCKX Sharpe Ratio is 1.29, which is lower than the OLGAX Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of PBCKX and OLGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither PBCKX nor OLGAX has paid dividends to shareholders.

The maximum PBCKX drawdown since its inception was -41.86%, smaller than the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for PBCKX and OLGAX. For additional features, visit the drawdowns tool.

Principal Blue Chip Fund (PBCKX) has a higher volatility of 6.89% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 5.36%. This indicates that PBCKX'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.