UJPIX vs. OLGAX
Compare and contrast key facts about ProFunds UltraJapan Fund (UJPIX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
UJPIX is managed by ProFunds. It was launched on Feb 6, 2000. 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: UJPIX or OLGAX.
Correlation
The correlation between UJPIX and OLGAX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UJPIX vs. OLGAX - Performance Comparison
Key characteristics
UJPIX:
0.14
OLGAX:
1.32
UJPIX:
0.49
OLGAX:
1.83
UJPIX:
1.06
OLGAX:
1.24
UJPIX:
0.15
OLGAX:
1.88
UJPIX:
0.40
OLGAX:
6.83
UJPIX:
16.11%
OLGAX:
3.64%
UJPIX:
44.83%
OLGAX:
18.73%
UJPIX:
-92.63%
OLGAX:
-64.30%
UJPIX:
-26.16%
OLGAX:
-2.33%
Returns By Period
In the year-to-date period, UJPIX achieves a -5.40% return, which is significantly lower than OLGAX's 2.77% return. Over the past 10 years, UJPIX has outperformed OLGAX with an annualized return of 10.60%, while OLGAX has yielded a comparatively lower 8.59% annualized return.
UJPIX
-5.40%
-8.00%
15.63%
0.14%
13.76%
10.60%
OLGAX
2.77%
1.53%
15.70%
22.53%
13.11%
8.59%
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UJPIX vs. OLGAX - Expense Ratio Comparison
UJPIX has a 1.78% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
UJPIX vs. OLGAX — Risk-Adjusted Performance Rank
UJPIX
OLGAX
UJPIX vs. OLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraJapan Fund (UJPIX) 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
UJPIX vs. OLGAX - Dividend Comparison
UJPIX's dividend yield for the trailing twelve months is around 2.57%, while OLGAX has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|
UJPIX ProFunds UltraJapan Fund | 2.57% | 2.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
UJPIX vs. OLGAX - Drawdown Comparison
The maximum UJPIX drawdown since its inception was -92.63%, which is greater than OLGAX's maximum drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for UJPIX and OLGAX. For additional features, visit the drawdowns tool.
Volatility
UJPIX vs. OLGAX - Volatility Comparison
ProFunds UltraJapan Fund (UJPIX) has a higher volatility of 12.15% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 5.47%. This indicates that UJPIX'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.