VHIAX vs. OLGAX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (VHIAX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
VHIAX is managed by JPMorgan. It was launched on Oct 29, 1999. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
VHIAX vs. OLGAX - Performance Comparison
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VHIAX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | -8.66% | 15.50% | 39.19% | 39.81% | -30.24% | 21.60% | 53.26% | 35.92% | -1.52% | 35.19% |
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 investments are quite close, with VHIAX having a -8.66% return and OLGAX slightly higher at -8.59%. Both investments have delivered pretty close results over the past 10 years, with VHIAX having a 17.57% annualized return and OLGAX not far ahead at 17.67%.
VHIAX
- 1D
- 3.87%
- 1M
- -4.81%
- YTD
- -8.66%
- 6M
- -9.05%
- 1Y
- 16.03%
- 3Y*
- 22.23%
- 5Y*
- 10.87%
- 10Y*
- 17.57%
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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VHIAX vs. OLGAX - Expense Ratio Comparison
VHIAX has a 1.04% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Return for Risk
VHIAX vs. OLGAX — Risk / Return Rank
VHIAX
OLGAX
VHIAX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (VHIAX) 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.
| VHIAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.61 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.23 | 1.01 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.14 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 0.77 | +0.31 |
Martin ratioReturn relative to average drawdown | 3.45 | 2.34 | +1.12 |
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
| VHIAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.61 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.50 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.82 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.48 | -0.14 |
Correlation
The correlation between VHIAX and OLGAX is 0.93, 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
VHIAX vs. OLGAX - Dividend Comparison
VHIAX's dividend yield for the trailing twelve months is around 13.90%, more than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | 13.90% | 12.70% | 12.63% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% |
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
VHIAX vs. OLGAX - Drawdown Comparison
The maximum VHIAX drawdown since its inception was -85.49%, which is greater than OLGAX's maximum drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for VHIAX and OLGAX.
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Drawdown Indicators
| VHIAX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.49% | -63.25% | -22.24% |
Max Drawdown (1Y)Largest decline over 1 year | -15.76% | -16.92% | +1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -35.25% | -31.34% | -3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -35.25% | -31.87% | -3.38% |
Current DrawdownCurrent decline from peak | -12.50% | -14.02% | +1.52% |
Average DrawdownAverage peak-to-trough decline | -40.36% | -18.78% | -21.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 5.58% | -0.65% |
Volatility
VHIAX vs. OLGAX - Volatility Comparison
JPMorgan Growth Advantage Fund (VHIAX) has a higher volatility of 6.88% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 6.48%. This indicates that VHIAX'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
| VHIAX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 6.48% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 12.63% | 12.54% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.62% | 21.14% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.45% | 20.26% | +2.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.16% | 21.55% | +0.61% |