PBCKX vs. OLGAX
Compare and contrast key facts about Principal Blue Chip Fund (PBCKX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
PBCKX is managed by Principal. It was launched on Jun 14, 2012. OLGAX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBCKX or OLGAX.
Key characteristics
| PBCKX | OLGAX | |
|---|---|---|
| YTD Return | 23.31% | 33.95% |
| 1Y Return | 36.96% | 46.39% |
| 3Y Return (Ann) | 2.53% | 3.62% |
| 5Y Return (Ann) | 12.97% | 13.31% |
| 10Y Return (Ann) | 12.38% | 8.55% |
| Sharpe Ratio | 2.73 | 2.51 |
| Sortino Ratio | 3.59 | 3.27 |
| Omega Ratio | 1.49 | 1.45 |
| Calmar Ratio | 1.70 | 1.79 |
| Martin Ratio | 20.41 | 13.05 |
| Ulcer Index | 1.80% | 3.46% |
| Daily Std Dev | 13.48% | 18.01% |
| Max Drawdown | -41.86% | -64.30% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between PBCKX 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.
Performance
PBCKX vs. OLGAX - Performance Comparison
In the year-to-date period, PBCKX achieves a 23.31% return, which is significantly lower than OLGAX's 33.95% return. Over the past 10 years, PBCKX has outperformed OLGAX with an annualized return of 12.38%, while OLGAX has yielded a comparatively lower 8.55% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PBCKX vs. OLGAX - Expense Ratio Comparison
PBCKX has a 0.66% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
PBCKX vs. OLGAX - Risk-Adjusted Performance Comparison
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.
Dividends
PBCKX vs. OLGAX - Dividend Comparison
Neither PBCKX nor OLGAX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBCKX Principal Blue Chip Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% | 0.00% | 0.02% | 0.46% | 0.43% | 0.58% | 0.28% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PBCKX vs. OLGAX - Drawdown Comparison
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.
Volatility
PBCKX vs. OLGAX - Volatility Comparison
Principal Blue Chip Fund (PBCKX) and JPMorgan Large Cap Growth Fund Class A (OLGAX) have volatilities of 4.56% and 4.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.