TRGOX vs. OLGAX
Compare and contrast key facts about T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
TRGOX is managed by T. Rowe Price. It was launched on May 1, 2020. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
TRGOX vs. OLGAX - Performance Comparison
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TRGOX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TRGOX T. Rowe Price Large-Cap Growth Fund Investor Class | -11.49% | 17.31% | 37.39% | 46.03% | -35.36% | 21.49% | 42.90% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -8.59% | 13.79% | 34.85% | 34.28% | -25.58% | 17.87% | 51.13% |
Returns By Period
In the year-to-date period, TRGOX achieves a -11.49% return, which is significantly lower than OLGAX's -8.59% return.
TRGOX
- 1D
- 3.95%
- 1M
- -5.81%
- YTD
- -11.49%
- 6M
- -10.37%
- 1Y
- 11.99%
- 3Y*
- 22.22%
- 5Y*
- 9.16%
- 10Y*
- —
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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TRGOX vs. OLGAX - Expense Ratio Comparison
TRGOX has a 0.70% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
TRGOX vs. OLGAX — Risk / Return Rank
TRGOX
OLGAX
TRGOX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) 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.
| TRGOX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.61 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.01 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.14 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 0.77 | -0.24 |
Martin ratioReturn relative to average drawdown | 1.79 | 2.34 | -0.55 |
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
| TRGOX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.61 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.50 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.48 | +0.22 |
Correlation
The correlation between TRGOX and OLGAX is 0.94, 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
TRGOX vs. OLGAX - Dividend Comparison
TRGOX's dividend yield for the trailing twelve months is around 15.51%, more than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRGOX T. Rowe Price Large-Cap Growth Fund Investor Class | 15.51% | 13.73% | 9.85% | 2.04% | 3.89% | 1.15% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
TRGOX vs. OLGAX - Drawdown Comparison
The maximum TRGOX drawdown since its inception was -41.29%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for TRGOX and OLGAX.
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Drawdown Indicators
| TRGOX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.29% | -63.25% | +21.96% |
Max Drawdown (1Y)Largest decline over 1 year | -18.23% | -16.92% | -1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -41.29% | -31.34% | -9.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.87% | — |
Current DrawdownCurrent decline from peak | -15.00% | -14.02% | -0.98% |
Average DrawdownAverage peak-to-trough decline | -11.67% | -18.78% | +7.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.46% | 5.58% | -0.12% |
Volatility
TRGOX vs. OLGAX - Volatility Comparison
T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) has a higher volatility of 7.19% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 6.48%. This indicates that TRGOX'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
| TRGOX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 6.48% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 12.50% | 12.54% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.15% | 21.14% | +1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.41% | 20.26% | +2.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 21.55% | +0.76% |