PGSGX vs. OLGAX
Compare and contrast key facts about JPMorgan Small Cap Growth Fund (PGSGX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
PGSGX is managed by JPMorgan. It was launched on Jul 1, 1991. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
PGSGX vs. OLGAX - Performance Comparison
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PGSGX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGSGX JPMorgan Small Cap Growth Fund | -0.11% | 6.21% | 12.45% | 13.85% | -32.43% | -6.17% | 59.18% | 37.15% | -4.65% | 41.26% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -7.70% | 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, PGSGX achieves a -0.11% return, which is significantly higher than OLGAX's -7.70% return. Over the past 10 years, PGSGX has underperformed OLGAX with an annualized return of 11.56%, while OLGAX has yielded a comparatively higher 17.78% annualized return.
PGSGX
- 1D
- 0.80%
- 1M
- -2.50%
- YTD
- -0.11%
- 6M
- 0.38%
- 1Y
- 17.49%
- 3Y*
- 9.13%
- 5Y*
- -3.03%
- 10Y*
- 11.56%
OLGAX
- 1D
- 0.97%
- 1M
- -2.84%
- YTD
- -7.70%
- 6M
- -9.91%
- 1Y
- 12.24%
- 3Y*
- 20.36%
- 5Y*
- 10.38%
- 10Y*
- 17.78%
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PGSGX vs. OLGAX - Expense Ratio Comparison
PGSGX has a 1.24% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Return for Risk
PGSGX vs. OLGAX — Risk / Return Rank
PGSGX
OLGAX
PGSGX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Growth Fund (PGSGX) 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.
| PGSGX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.63 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.03 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.14 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 0.82 | +0.53 |
Martin ratioReturn relative to average drawdown | 4.63 | 2.47 | +2.16 |
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
| PGSGX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.63 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.51 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.83 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.48 | -0.06 |
Correlation
The correlation between PGSGX and OLGAX is 0.81, 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
PGSGX vs. OLGAX - Dividend Comparison
PGSGX's dividend yield for the trailing twelve months is around 7.40%, less than OLGAX's 12.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGSGX JPMorgan Small Cap Growth Fund | 7.40% | 7.40% | 0.59% | 0.00% | 0.48% | 15.83% | 7.15% | 6.21% | 14.97% | 8.27% | 3.72% | 8.72% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 12.80% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
PGSGX vs. OLGAX - Drawdown Comparison
The maximum PGSGX drawdown since its inception was -60.90%, roughly equal to the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for PGSGX and OLGAX.
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Drawdown Indicators
| PGSGX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.90% | -63.25% | +2.35% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -16.92% | +2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -45.33% | -31.34% | -13.99% |
Max Drawdown (10Y)Largest decline over 10 years | -47.84% | -31.87% | -15.97% |
Current DrawdownCurrent decline from peak | -22.16% | -13.19% | -8.97% |
Average DrawdownAverage peak-to-trough decline | -14.17% | -18.78% | +4.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 5.64% | -1.23% |
Volatility
PGSGX vs. OLGAX - Volatility Comparison
JPMorgan Small Cap Growth Fund (PGSGX) has a higher volatility of 9.81% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 6.50%. This indicates that PGSGX'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
| PGSGX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.81% | 6.50% | +3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 16.88% | 12.58% | +4.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.06% | 21.16% | +4.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.52% | 20.25% | +5.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.32% | 21.54% | +3.78% |