POLIX vs. OLGAX

In the year-to-date period, POLIX achieves a 16.37% return, which is significantly lower than OLGAX's 32.57% return. Over the past 10 years, POLIX has outperformed OLGAX with an annualized return of 10.31%, while OLGAX has yielded a comparatively lower 8.42% annualized return.

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POLIX has a 0.96% expense ratio, which is lower than OLGAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Polen Growth Fund (POLIX) 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 POLIX Sharpe Ratio is 1.48, which is comparable to the OLGAX Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of POLIX 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 POLIX nor OLGAX has paid dividends to shareholders.

The maximum POLIX drawdown since its inception was -49.68%, smaller than the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for POLIX and OLGAX. For additional features, visit the drawdowns tool.

Polen Growth Fund (POLIX) and JPMorgan Large Cap Growth Fund Class A (OLGAX) have volatilities of 4.99% and 5.24%, 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.