PSOPX vs. OLGAX
Compare and contrast key facts about JPMorgan Small Cap Value Fund (PSOPX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
PSOPX is managed by JPMorgan. It was launched on Jan 27, 1995. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
PSOPX vs. OLGAX - Performance Comparison
Loading graphics...
PSOPX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSOPX JPMorgan Small Cap Value Fund | 3.86% | 12.32% | 15.20% | 13.08% | -13.37% | 32.44% | 6.14% | 19.14% | -13.97% | 3.17% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -8.59% | 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, PSOPX achieves a 3.86% return, which is significantly higher than OLGAX's -8.59% return. Over the past 10 years, PSOPX has underperformed OLGAX with an annualized return of 9.45%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
PSOPX
- 1D
- 2.77%
- 1M
- -5.54%
- YTD
- 3.86%
- 6M
- 8.67%
- 1Y
- 25.47%
- 3Y*
- 15.26%
- 5Y*
- 7.04%
- 10Y*
- 9.45%
OLGAX
- 1D
- 3.49%
- 1M
- -4.92%
- YTD
- -8.59%
- 6M
- -10.58%
- 1Y
- 12.10%
- 3Y*
- 19.98%
- 5Y*
- 10.17%
- 10Y*
- 17.67%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PSOPX vs. OLGAX - Expense Ratio Comparison
PSOPX has a 0.94% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
PSOPX vs. OLGAX — Risk / Return Rank
PSOPX
OLGAX
PSOPX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Value Fund (PSOPX) 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.
| PSOPX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.61 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.01 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 0.77 | +1.07 |
Martin ratioReturn relative to average drawdown | 7.17 | 2.34 | +4.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PSOPX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.61 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.50 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.82 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.48 | -0.04 |
Correlation
The correlation between PSOPX and OLGAX is 0.71, 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
PSOPX vs. OLGAX - Dividend Comparison
PSOPX's dividend yield for the trailing twelve months is around 8.93%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSOPX JPMorgan Small Cap Value Fund | 8.93% | 9.31% | 12.79% | 1.59% | 9.50% | 16.48% | 0.74% | 6.38% | 16.22% | 6.38% | 0.73% | 5.58% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 12.93% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
PSOPX vs. OLGAX - Drawdown Comparison
The maximum PSOPX drawdown since its inception was -60.75%, roughly equal to the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for PSOPX and OLGAX.
Loading graphics...
Drawdown Indicators
| PSOPX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.75% | -63.25% | +2.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.00% | -16.92% | +2.92% |
Max Drawdown (5Y)Largest decline over 5 years | -24.08% | -31.34% | +7.26% |
Max Drawdown (10Y)Largest decline over 10 years | -46.52% | -31.87% | -14.65% |
Current DrawdownCurrent decline from peak | -6.59% | -14.02% | +7.43% |
Average DrawdownAverage peak-to-trough decline | -10.32% | -18.78% | +8.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 5.58% | -1.99% |
Volatility
PSOPX vs. OLGAX - Volatility Comparison
JPMorgan Small Cap Value Fund (PSOPX) and JPMorgan Large Cap Growth Fund Class A (OLGAX) have volatilities of 6.74% and 6.48%, 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.
Loading graphics...
Volatility by Period
| PSOPX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 6.48% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 13.16% | 12.54% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.96% | 21.14% | +0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.53% | 20.26% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.54% | 21.55% | +1.99% |