TXRIX vs. OLGAX
Compare and contrast key facts about JPMorgan Tax Aware Real Return Fund (TXRIX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
TXRIX is managed by JPMorgan. It was launched on Aug 30, 2005. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
TXRIX vs. OLGAX - Performance Comparison
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TXRIX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TXRIX JPMorgan Tax Aware Real Return Fund | -0.08% | 3.71% | 2.47% | 4.93% | -5.77% | 8.53% | 2.54% | 5.54% | -0.75% | 13.02% |
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% | 30.06% |
Returns By Period
In the year-to-date period, TXRIX achieves a -0.08% return, which is significantly higher than OLGAX's -8.59% return.
TXRIX
- 1D
- 0.21%
- 1M
- -1.68%
- YTD
- -0.08%
- 6M
- 0.39%
- 1Y
- 3.05%
- 3Y*
- 2.83%
- 5Y*
- 2.23%
- 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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TXRIX vs. OLGAX - Expense Ratio Comparison
TXRIX has a 0.49% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
TXRIX vs. OLGAX — Risk / Return Rank
TXRIX
OLGAX
TXRIX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Tax Aware Real Return Fund (TXRIX) 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.
| TXRIX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.61 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.01 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.14 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.77 | +0.22 |
Martin ratioReturn relative to average drawdown | 3.89 | 2.34 | +1.56 |
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
| TXRIX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.61 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.50 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.48 | +0.32 |
Correlation
The correlation between TXRIX and OLGAX is 0.19, 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.
Dividends
TXRIX vs. OLGAX - Dividend Comparison
TXRIX's dividend yield for the trailing twelve months is around 3.23%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TXRIX JPMorgan Tax Aware Real Return Fund | 3.23% | 3.20% | 3.32% | 3.17% | 2.04% | 1.47% | 2.22% | 2.56% | 2.85% | 12.76% | 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
TXRIX vs. OLGAX - Drawdown Comparison
The maximum TXRIX drawdown since its inception was -16.51%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for TXRIX and OLGAX.
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Drawdown Indicators
| TXRIX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.51% | -63.25% | +46.74% |
Max Drawdown (1Y)Largest decline over 1 year | -3.51% | -16.92% | +13.41% |
Max Drawdown (5Y)Largest decline over 5 years | -9.74% | -31.34% | +21.60% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.87% | — |
Current DrawdownCurrent decline from peak | -1.79% | -14.02% | +12.23% |
Average DrawdownAverage peak-to-trough decline | -1.78% | -18.78% | +17.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 5.58% | -4.68% |
Volatility
TXRIX vs. OLGAX - Volatility Comparison
The current volatility for JPMorgan Tax Aware Real Return Fund (TXRIX) is 1.06%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that TXRIX experiences smaller price fluctuations and is considered to be less risky 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
| TXRIX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.06% | 6.48% | -5.42% |
Volatility (6M)Calculated over the trailing 6-month period | 1.41% | 12.54% | -11.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.46% | 21.14% | -17.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.60% | 20.26% | -16.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.56% | 21.55% | -16.99% |