WLGAX vs. OILGX
Compare and contrast key facts about Delaware Ivy Large Cap Growth Fund (WLGAX) and Optimum Large Cap Growth Fund (OILGX).
WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. OILGX is managed by Delaware Funds. It was launched on Aug 1, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WLGAX or OILGX.
Correlation
The correlation between WLGAX and OILGX is 0.95, 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.
Performance
WLGAX vs. OILGX - Performance Comparison
Key characteristics
WLGAX:
1.29
OILGX:
0.91
WLGAX:
1.78
OILGX:
1.27
WLGAX:
1.23
OILGX:
1.18
WLGAX:
1.01
OILGX:
0.57
WLGAX:
8.06
OILGX:
3.37
WLGAX:
2.30%
OILGX:
5.20%
WLGAX:
14.41%
OILGX:
19.23%
WLGAX:
-50.18%
OILGX:
-56.14%
WLGAX:
-1.82%
OILGX:
-16.88%
Returns By Period
In the year-to-date period, WLGAX achieves a 2.15% return, which is significantly lower than OILGX's 3.15% return. Over the past 10 years, WLGAX has outperformed OILGX with an annualized return of 6.82%, while OILGX has yielded a comparatively lower 3.71% annualized return.
WLGAX
2.15%
1.31%
6.24%
17.10%
7.66%
6.82%
OILGX
3.15%
2.27%
3.92%
15.91%
3.20%
3.71%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WLGAX vs. OILGX - Expense Ratio Comparison
Both WLGAX and OILGX have an expense ratio of 0.89%.
Risk-Adjusted Performance
WLGAX vs. OILGX — Risk-Adjusted Performance Rank
WLGAX
OILGX
WLGAX vs. OILGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Large Cap Growth Fund (WLGAX) and Optimum Large Cap Growth Fund (OILGX). 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
WLGAX vs. OILGX - Dividend Comparison
Neither WLGAX nor OILGX has paid dividends to shareholders.
Drawdowns
WLGAX vs. OILGX - Drawdown Comparison
The maximum WLGAX drawdown since its inception was -50.18%, smaller than the maximum OILGX drawdown of -56.14%. Use the drawdown chart below to compare losses from any high point for WLGAX and OILGX. For additional features, visit the drawdowns tool.
Volatility
WLGAX vs. OILGX - Volatility Comparison
The current volatility for Delaware Ivy Large Cap Growth Fund (WLGAX) is 4.12%, while Optimum Large Cap Growth Fund (OILGX) has a volatility of 5.19%. This indicates that WLGAX experiences smaller price fluctuations and is considered to be less risky than OILGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.