VSCOX vs. OLGAX
Compare and contrast key facts about JPMorgan Small Cap Blend Fund (VSCOX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
VSCOX is managed by JPMorgan. It was launched on May 19, 1997. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
VSCOX vs. OLGAX - Performance Comparison
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VSCOX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSCOX JPMorgan Small Cap Blend Fund | -2.85% | 2.93% | 10.28% | 15.15% | -19.02% | 14.03% | 24.71% | 30.18% | -3.27% | 41.64% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -11.67% | 13.79% | 34.85% | 34.28% | -25.58% | 17.87% | 55.60% | 38.81% | 0.23% | 37.75% |
Returns By Period
In the year-to-date period, VSCOX achieves a -2.85% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, VSCOX has underperformed OLGAX with an annualized return of 11.89%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
VSCOX
- 1D
- -1.06%
- 1M
- -7.68%
- YTD
- -2.85%
- 6M
- -2.13%
- 1Y
- 9.54%
- 3Y*
- 7.11%
- 5Y*
- 1.27%
- 10Y*
- 11.89%
OLGAX
- 1D
- -0.66%
- 1M
- -8.22%
- YTD
- -11.67%
- 6M
- -13.40%
- 1Y
- 9.06%
- 3Y*
- 18.61%
- 5Y*
- 9.75%
- 10Y*
- 17.27%
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VSCOX vs. OLGAX - Expense Ratio Comparison
VSCOX has a 1.24% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Return for Risk
VSCOX vs. OLGAX — Risk / Return Rank
VSCOX
OLGAX
VSCOX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Blend Fund (VSCOX) 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.
| VSCOX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.44 | -0.03 |
Sortino ratioReturn per unit of downside risk | 0.74 | 0.78 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.11 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.38 | +0.11 |
Martin ratioReturn relative to average drawdown | 1.90 | 1.18 | +0.72 |
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
| VSCOX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.44 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.49 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.81 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.47 | -0.08 |
Correlation
The correlation between VSCOX and OLGAX is 0.80, 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
VSCOX vs. OLGAX - Dividend Comparison
VSCOX's dividend yield for the trailing twelve months is around 5.83%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCOX JPMorgan Small Cap Blend Fund | 5.83% | 5.67% | 0.93% | 0.27% | 2.31% | 7.53% | 1.91% | 3.20% | 38.00% | 11.76% | 17.41% | 16.15% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 13.38% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
VSCOX vs. OLGAX - Drawdown Comparison
The maximum VSCOX drawdown since its inception was -59.58%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for VSCOX and OLGAX.
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Drawdown Indicators
| VSCOX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.58% | -63.25% | +3.67% |
Max Drawdown (1Y)Largest decline over 1 year | -13.86% | -16.92% | +3.06% |
Max Drawdown (5Y)Largest decline over 5 years | -29.51% | -31.34% | +1.83% |
Max Drawdown (10Y)Largest decline over 10 years | -38.28% | -31.87% | -6.41% |
Current DrawdownCurrent decline from peak | -10.33% | -16.92% | +6.59% |
Average DrawdownAverage peak-to-trough decline | -14.72% | -18.78% | +4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 5.51% | -1.92% |
Volatility
VSCOX vs. OLGAX - Volatility Comparison
JPMorgan Small Cap Blend Fund (VSCOX) has a higher volatility of 5.86% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 5.22%. This indicates that VSCOX'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
| VSCOX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.86% | 5.22% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 12.13% | 12.06% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.54% | 20.90% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.71% | 20.21% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.30% | 21.52% | +0.78% |