Correlation
The correlation between USGRX and ONGFX is 0.96, 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.
USGRX vs. ONGFX
Compare and contrast key facts about USAA Growth & Income Fund (USGRX) and JPMorgan Investor Growth & Income Fund (ONGFX).
USGRX is managed by Victory Capital. It was launched on Jun 1, 1993. ONGFX is managed by JPMorgan Chase. It was launched on Dec 9, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USGRX or ONGFX.
Performance
USGRX vs. ONGFX - Performance Comparison
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Key characteristics
USGRX:
0.38
ONGFX:
0.81
USGRX:
0.73
ONGFX:
1.09
USGRX:
1.15
ONGFX:
1.15
USGRX:
0.36
ONGFX:
0.77
USGRX:
0.81
ONGFX:
3.18
USGRX:
12.93%
ONGFX:
2.76%
USGRX:
30.40%
ONGFX:
12.06%
USGRX:
-56.93%
ONGFX:
-40.82%
USGRX:
-17.42%
ONGFX:
-0.90%
Returns By Period
In the year-to-date period, USGRX achieves a 1.12% return, which is significantly lower than ONGFX's 2.84% return. Over the past 10 years, USGRX has outperformed ONGFX with an annualized return of 10.04%, while ONGFX has yielded a comparatively lower 7.75% annualized return.
USGRX
1.12%
5.41%
-2.92%
11.61%
13.41%
14.12%
10.04%
ONGFX
2.84%
3.64%
-0.22%
9.67%
8.77%
9.90%
7.75%
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USGRX vs. ONGFX - Expense Ratio Comparison
USGRX has a 0.81% expense ratio, which is higher than ONGFX's 0.32% expense ratio.
Risk-Adjusted Performance
USGRX vs. ONGFX — Risk-Adjusted Performance Rank
USGRX
ONGFX
USGRX vs. ONGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Growth & Income Fund (USGRX) and JPMorgan Investor Growth & Income Fund (ONGFX). 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.
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Dividends
USGRX vs. ONGFX - Dividend Comparison
USGRX's dividend yield for the trailing twelve months is around 20.26%, more than ONGFX's 4.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USGRX USAA Growth & Income Fund | 20.26% | 20.66% | 0.93% | 12.57% | 11.97% | 0.84% | 24.69% | 11.92% | 5.12% | 1.26% | 6.45% | 14.03% |
ONGFX JPMorgan Investor Growth & Income Fund | 4.53% | 4.60% | 3.52% | 7.87% | 4.45% | 7.48% | 7.62% | 8.88% | 8.74% | 4.74% | 5.83% | 4.60% |
Drawdowns
USGRX vs. ONGFX - Drawdown Comparison
The maximum USGRX drawdown since its inception was -56.93%, which is greater than ONGFX's maximum drawdown of -40.82%. Use the drawdown chart below to compare losses from any high point for USGRX and ONGFX.
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Volatility
USGRX vs. ONGFX - Volatility Comparison
USAA Growth & Income Fund (USGRX) has a higher volatility of 4.71% compared to JPMorgan Investor Growth & Income Fund (ONGFX) at 2.88%. This indicates that USGRX's price experiences larger fluctuations and is considered to be riskier than ONGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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