RYPMX vs. OLGAX
Compare and contrast key facts about Rydex Precious Metals Fund (RYPMX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
RYPMX is managed by Rydex Funds. It was launched on Nov 30, 1993. 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: RYPMX or OLGAX.
Correlation
The correlation between RYPMX and OLGAX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
RYPMX vs. OLGAX - Performance Comparison
Key characteristics
RYPMX:
1.47
OLGAX:
1.38
RYPMX:
2.02
OLGAX:
1.90
RYPMX:
1.25
OLGAX:
1.25
RYPMX:
0.84
OLGAX:
1.95
RYPMX:
4.95
OLGAX:
7.10
RYPMX:
9.56%
OLGAX:
3.64%
RYPMX:
32.27%
OLGAX:
18.76%
RYPMX:
-81.87%
OLGAX:
-64.30%
RYPMX:
-30.17%
OLGAX:
-1.34%
Returns By Period
In the year-to-date period, RYPMX achieves a 18.33% return, which is significantly higher than OLGAX's 3.81% return. Over the past 10 years, RYPMX has underperformed OLGAX with an annualized return of 7.46%, while OLGAX has yielded a comparatively higher 8.84% annualized return.
RYPMX
18.33%
14.20%
16.17%
47.06%
9.64%
7.46%
OLGAX
3.81%
2.80%
18.05%
24.15%
13.36%
8.84%
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RYPMX vs. OLGAX - Expense Ratio Comparison
RYPMX has a 1.26% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
RYPMX vs. OLGAX — Risk-Adjusted Performance Rank
RYPMX
OLGAX
RYPMX vs. OLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Precious Metals Fund (RYPMX) 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
RYPMX vs. OLGAX - Dividend Comparison
Neither RYPMX nor OLGAX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RYPMX Rydex Precious Metals Fund | 0.00% | 0.00% | 3.51% | 7.15% | 6.39% | 1.06% | 2.08% | 1.35% | 5.54% | 4.04% | 0.58% | 3.05% |
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
RYPMX vs. OLGAX - Drawdown Comparison
The maximum RYPMX drawdown since its inception was -81.87%, which is greater than OLGAX's maximum drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for RYPMX and OLGAX. For additional features, visit the drawdowns tool.
Volatility
RYPMX vs. OLGAX - Volatility Comparison
Rydex Precious Metals Fund (RYPMX) has a higher volatility of 7.39% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 5.73%. This indicates that RYPMX'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.