VSEAX vs. OLGAX
Compare and contrast key facts about JPMorgan Small Cap Equity Fund (VSEAX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
VSEAX is managed by JPMorgan. It was launched on Dec 20, 1994. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
VSEAX vs. OLGAX - Performance Comparison
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VSEAX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSEAX JPMorgan Small Cap Equity Fund | -4.91% | -2.63% | 11.46% | 11.71% | -16.27% | 15.47% | 18.14% | 28.15% | -9.20% | 15.29% |
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, VSEAX achieves a -4.91% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, VSEAX has underperformed OLGAX with an annualized return of 7.55%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
VSEAX
- 1D
- -0.45%
- 1M
- -9.21%
- YTD
- -4.91%
- 6M
- -4.59%
- 1Y
- -0.42%
- 3Y*
- 4.01%
- 5Y*
- 0.82%
- 10Y*
- 7.55%
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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VSEAX vs. OLGAX - Expense Ratio Comparison
VSEAX has a 1.27% expense ratio, which is higher than OLGAX's 1.01% expense ratio.
Return for Risk
VSEAX vs. OLGAX — Risk / Return Rank
VSEAX
OLGAX
VSEAX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Small Cap Equity Fund (VSEAX) 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.
| VSEAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.00 | 0.44 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.16 | 0.78 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.11 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 0.38 | -0.52 |
Martin ratioReturn relative to average drawdown | -0.41 | 1.18 | -1.59 |
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
| VSEAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.00 | 0.44 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.49 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.81 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.47 | +0.08 |
Correlation
The correlation between VSEAX and OLGAX is 0.76, 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
VSEAX vs. OLGAX - Dividend Comparison
VSEAX's dividend yield for the trailing twelve months is around 26.76%, more than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSEAX JPMorgan Small Cap Equity Fund | 26.76% | 25.45% | 14.31% | 4.81% | 15.49% | 22.80% | 2.89% | 4.96% | 8.25% | 5.99% | 2.98% | 8.31% |
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
VSEAX vs. OLGAX - Drawdown Comparison
The maximum VSEAX drawdown since its inception was -48.86%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for VSEAX and OLGAX.
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Drawdown Indicators
| VSEAX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.86% | -63.25% | +14.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -16.92% | +2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -26.53% | -31.34% | +4.81% |
Max Drawdown (10Y)Largest decline over 10 years | -41.69% | -31.87% | -9.82% |
Current DrawdownCurrent decline from peak | -13.88% | -16.92% | +3.04% |
Average DrawdownAverage peak-to-trough decline | -8.10% | -18.78% | +10.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.83% | 5.51% | -0.68% |
Volatility
VSEAX vs. OLGAX - Volatility Comparison
JPMorgan Small Cap Equity Fund (VSEAX) has a higher volatility of 5.86% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 5.22%. This indicates that VSEAX'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
| VSEAX | 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 | 12.39% | 12.06% | +0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.92% | 20.90% | +1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.55% | 20.21% | -0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.62% | 21.52% | -0.90% |