SEEGX vs. OLGAX
Compare and contrast key facts about JPMorgan Large Cap Growth Fund (SEEGX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
SEEGX is managed by JPMorgan. It was launched on Feb 28, 1992. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
SEEGX vs. OLGAX - Performance Comparison
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SEEGX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEEGX JPMorgan Large Cap Growth Fund | -8.55% | 14.08% | 35.14% | 34.62% | -25.40% | 18.17% | 56.02% | 39.13% | 0.50% | 38.03% |
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
The year-to-date returns for both stocks are quite close, with SEEGX having a -8.55% return and OLGAX slightly lower at -8.59%. Both investments have delivered pretty close results over the past 10 years, with SEEGX having a 17.94% annualized return and OLGAX not far behind at 17.67%.
SEEGX
- 1D
- 3.47%
- 1M
- -4.89%
- YTD
- -8.55%
- 6M
- -10.48%
- 1Y
- 12.37%
- 3Y*
- 20.26%
- 5Y*
- 10.43%
- 10Y*
- 17.94%
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%
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SEEGX vs. OLGAX - Expense Ratio Comparison
SEEGX has a 0.69% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
SEEGX vs. OLGAX — Risk / Return Rank
SEEGX
OLGAX
SEEGX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund (SEEGX) 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.
| SEEGX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.61 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.01 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.14 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.77 | +0.02 |
Martin ratioReturn relative to average drawdown | 2.40 | 2.34 | +0.07 |
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
| SEEGX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.61 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.50 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.82 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.48 | +0.07 |
Correlation
The correlation between SEEGX and OLGAX is 1.00, 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
SEEGX vs. OLGAX - Dividend Comparison
SEEGX's dividend yield for the trailing twelve months is around 12.51%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEEGX JPMorgan Large Cap Growth Fund | 12.51% | 11.44% | 2.00% | 0.12% | 3.42% | 14.92% | 5.27% | 12.85% | 15.97% | 14.79% | 9.88% | 4.49% |
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
SEEGX vs. OLGAX - Drawdown Comparison
The maximum SEEGX drawdown since its inception was -62.09%, roughly equal to the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for SEEGX and OLGAX.
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Drawdown Indicators
| SEEGX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.09% | -63.25% | +1.16% |
Max Drawdown (1Y)Largest decline over 1 year | -16.82% | -16.92% | +0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -31.23% | -31.34% | +0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -31.85% | -31.87% | +0.02% |
Current DrawdownCurrent decline from peak | -13.93% | -14.02% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -16.97% | -18.78% | +1.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.55% | 5.58% | -0.03% |
Volatility
SEEGX vs. OLGAX - Volatility Comparison
JPMorgan Large Cap Growth Fund (SEEGX) and JPMorgan Large Cap Growth Fund Class A (OLGAX) have volatilities of 6.47% 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.
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Volatility by Period
| SEEGX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 6.48% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 12.54% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 21.14% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 20.26% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 21.55% | +0.02% |