Correlation
The correlation between POLIX and OLGAX is 0.88, 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.
POLIX vs. OLGAX
Compare and contrast key facts about Polen Growth Fund (POLIX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
POLIX is managed by Polen Capital. It was launched on Sep 15, 2010. 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: POLIX or OLGAX.
Performance
POLIX vs. OLGAX - Performance Comparison
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Key characteristics
POLIX:
0.59
OLGAX:
0.62
POLIX:
0.69
OLGAX:
0.86
POLIX:
1.10
OLGAX:
1.12
POLIX:
0.40
OLGAX:
0.56
POLIX:
1.32
OLGAX:
1.81
POLIX:
6.28%
OLGAX:
6.68%
POLIX:
20.63%
OLGAX:
23.90%
POLIX:
-42.84%
OLGAX:
-63.07%
POLIX:
-7.27%
OLGAX:
-4.88%
Returns By Period
In the year-to-date period, POLIX achieves a -1.81% return, which is significantly lower than OLGAX's 0.09% return. Over the past 10 years, POLIX has underperformed OLGAX with an annualized return of 12.57%, while OLGAX has yielded a comparatively higher 16.48% annualized return.
POLIX
-1.81%
4.73%
-3.81%
11.45%
10.39%
8.60%
12.57%
OLGAX
0.09%
6.24%
-0.34%
14.78%
18.95%
16.62%
16.48%
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POLIX vs. OLGAX - Expense Ratio Comparison
POLIX has a 0.96% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
POLIX vs. OLGAX — Risk-Adjusted Performance Rank
POLIX
OLGAX
POLIX vs. OLGAX - Risk-Adjusted Performance Comparison
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.
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Dividends
POLIX vs. OLGAX - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 5.33%, more than OLGAX's 1.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 5.33% | 5.24% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.78% | 1.66% | 0.01% | 4.29% | 7.18% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 1.03% | 1.03% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 15.66% | 9.94% | 4.51% | 1.80% |
Drawdowns
POLIX vs. OLGAX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, smaller than the maximum OLGAX drawdown of -63.07%. Use the drawdown chart below to compare losses from any high point for POLIX and OLGAX.
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Volatility
POLIX vs. OLGAX - Volatility Comparison
Polen Growth Fund (POLIX) has a higher volatility of 5.38% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 4.76%. This indicates that POLIX'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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