PMFYX vs. OLGAX
Compare and contrast key facts about Pioneer Multi-Asset Income Fund (PMFYX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
PMFYX is managed by Amundi US. It was launched on Dec 21, 2011. 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: PMFYX or OLGAX.
Correlation
The correlation between PMFYX and OLGAX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PMFYX vs. OLGAX - Performance Comparison
Key characteristics
PMFYX:
2.15
OLGAX:
1.25
PMFYX:
3.07
OLGAX:
1.74
PMFYX:
1.39
OLGAX:
1.23
PMFYX:
2.91
OLGAX:
1.76
PMFYX:
8.80
OLGAX:
6.39
PMFYX:
1.31%
OLGAX:
3.64%
PMFYX:
5.37%
OLGAX:
18.57%
PMFYX:
-24.22%
OLGAX:
-64.30%
PMFYX:
0.00%
OLGAX:
-0.84%
Returns By Period
The year-to-date returns for both stocks are quite close, with PMFYX having a 4.45% return and OLGAX slightly lower at 4.34%. Over the past 10 years, PMFYX has underperformed OLGAX with an annualized return of 6.67%, while OLGAX has yielded a comparatively higher 8.37% annualized return.
PMFYX
4.45%
2.73%
3.07%
11.62%
7.94%
6.67%
OLGAX
4.34%
2.19%
10.17%
25.83%
12.95%
8.37%
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PMFYX vs. OLGAX - Expense Ratio Comparison
PMFYX has a 0.65% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
PMFYX vs. OLGAX — Risk-Adjusted Performance Rank
PMFYX
OLGAX
PMFYX vs. OLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Multi-Asset Income Fund (PMFYX) 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
PMFYX vs. OLGAX - Dividend Comparison
PMFYX's dividend yield for the trailing twelve months is around 6.34%, while OLGAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMFYX Pioneer Multi-Asset Income Fund | 6.34% | 6.55% | 6.85% | 5.87% | 5.76% | 5.60% | 6.01% | 6.07% | 6.90% | 5.76% | 6.16% | 6.47% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.74% | 0.00% | 0.00% | 0.00% |
Drawdowns
PMFYX vs. OLGAX - Drawdown Comparison
The maximum PMFYX drawdown since its inception was -24.22%, smaller than the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for PMFYX and OLGAX. For additional features, visit the drawdowns tool.
Volatility
PMFYX vs. OLGAX - Volatility Comparison
The current volatility for Pioneer Multi-Asset Income Fund (PMFYX) is 1.53%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 4.64%. This indicates that PMFYX experiences smaller price fluctuations and is considered to be less risky than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.