WHOSX vs. OLGAX
Compare and contrast key facts about Wasatch-Hoisington U.S. Treasury Fund (WHOSX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
WHOSX is managed by Wasatch. It was launched on Dec 7, 1986. 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: WHOSX or OLGAX.
Correlation
The correlation between WHOSX and OLGAX is -0.18. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
WHOSX vs. OLGAX - Performance Comparison
Key characteristics
WHOSX:
-0.17
OLGAX:
1.27
WHOSX:
-0.12
OLGAX:
1.76
WHOSX:
0.99
OLGAX:
1.23
WHOSX:
-0.05
OLGAX:
1.78
WHOSX:
-0.36
OLGAX:
6.46
WHOSX:
8.41%
OLGAX:
3.64%
WHOSX:
17.30%
OLGAX:
18.61%
WHOSX:
-56.82%
OLGAX:
-64.30%
WHOSX:
-52.59%
OLGAX:
-0.85%
Returns By Period
In the year-to-date period, WHOSX achieves a 0.97% return, which is significantly lower than OLGAX's 4.33% return. Over the past 10 years, WHOSX has underperformed OLGAX with an annualized return of -3.84%, while OLGAX has yielded a comparatively higher 8.38% annualized return.
WHOSX
0.97%
1.85%
-11.31%
-2.99%
-10.11%
-3.84%
OLGAX
4.33%
2.18%
10.70%
24.15%
12.54%
8.38%
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WHOSX vs. OLGAX - Expense Ratio Comparison
WHOSX has a 0.67% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Risk-Adjusted Performance
WHOSX vs. OLGAX — Risk-Adjusted Performance Rank
WHOSX
OLGAX
WHOSX vs. OLGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch-Hoisington U.S. Treasury Fund (WHOSX) 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
WHOSX vs. OLGAX - Dividend Comparison
WHOSX's dividend yield for the trailing twelve months is around 3.76%, while OLGAX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHOSX Wasatch-Hoisington U.S. Treasury Fund | 3.76% | 3.80% | 2.90% | 2.45% | 1.31% | 1.37% | 1.83% | 2.22% | 1.96% | 2.40% | 2.27% | 2.38% |
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% | 0.00% | 0.00% | 0.00% |
Drawdowns
WHOSX vs. OLGAX - Drawdown Comparison
The maximum WHOSX drawdown since its inception was -56.82%, smaller than the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for WHOSX and OLGAX. For additional features, visit the drawdowns tool.
Volatility
WHOSX vs. OLGAX - Volatility Comparison
Wasatch-Hoisington U.S. Treasury Fund (WHOSX) has a higher volatility of 5.12% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 4.74%. This indicates that WHOSX'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.