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. It was launched on Feb 28, 1992.
Performance
POLIX vs. OLGAX - Performance Comparison
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POLIX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | -19.94% | 3.87% | 22.57% | 39.17% | -38.36% | 23.51% | 33.25% | 37.34% | 7.74% | 26.47% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -11.67% | 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, POLIX achieves a -19.94% return, which is significantly lower than OLGAX's -11.67% return. Over the past 10 years, POLIX has underperformed OLGAX with an annualized return of 10.36%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
POLIX
- 1D
- 0.70%
- 1M
- -8.56%
- YTD
- -19.94%
- 6M
- -21.08%
- 1Y
- -11.24%
- 3Y*
- 7.54%
- 5Y*
- 1.23%
- 10Y*
- 10.36%
OLGAX
- 1D
- -0.66%
- 1M
- -8.22%
- YTD
- -11.67%
- 6M
- -13.40%
- 1Y
- 9.06%
- 3Y*
- 18.61%
- 5Y*
- 9.75%
- 10Y*
- 17.27%
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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.
Return for Risk
POLIX vs. OLGAX — Risk / Return Rank
POLIX
OLGAX
POLIX vs. OLGAX - Risk-Adjusted Trends 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.
| POLIX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.61 | 0.44 | -1.05 |
Sortino ratioReturn per unit of downside risk | -0.76 | 0.78 | -1.54 |
Omega ratioGain probability vs. loss probability | 0.90 | 1.11 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.50 | 0.38 | -0.89 |
Martin ratioReturn relative to average drawdown | -1.56 | 1.18 | -2.74 |
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
| POLIX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.61 | 0.44 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.49 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.81 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.47 | +0.14 |
Correlation
The correlation between POLIX and OLGAX is 0.89, 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
POLIX vs. OLGAX - Dividend Comparison
POLIX's dividend yield for the trailing twelve months is around 45.41%, more than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POLIX Polen Growth Fund | 45.41% | 36.35% | 10.47% | 0.00% | 10.54% | 3.97% | 1.25% | 0.12% | 2.77% | 1.66% | 0.01% | 4.29% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 13.38% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
POLIX vs. OLGAX - Drawdown Comparison
The maximum POLIX drawdown since its inception was -42.84%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for POLIX and OLGAX.
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Drawdown Indicators
| POLIX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.84% | -63.25% | +20.41% |
Max Drawdown (1Y)Largest decline over 1 year | -23.94% | -16.92% | -7.02% |
Max Drawdown (5Y)Largest decline over 5 years | -42.84% | -31.34% | -11.50% |
Max Drawdown (10Y)Largest decline over 10 years | -42.84% | -31.87% | -10.97% |
Current DrawdownCurrent decline from peak | -23.41% | -16.92% | -6.49% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -18.78% | +11.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.72% | 5.51% | +2.21% |
Volatility
POLIX vs. OLGAX - Volatility Comparison
Polen Growth Fund (POLIX) has a higher volatility of 5.82% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 5.22%. 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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Volatility by Period
| POLIX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.82% | 5.22% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 12.10% | 12.06% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.07% | 20.90% | +1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.85% | 20.21% | +2.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 21.52% | +0.27% |