WLGAX vs. OLGAX
Compare and contrast key facts about Delaware Ivy Large Cap Growth Fund (WLGAX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
WLGAX is managed by Delaware Funds. It was launched on Jun 30, 2000. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
WLGAX vs. OLGAX - Performance Comparison
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WLGAX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WLGAX Delaware Ivy Large Cap Growth Fund | -12.64% | 8.89% | 25.97% | 37.78% | -27.04% | 29.95% | 30.75% | 36.52% | 2.37% | 29.02% |
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
In the year-to-date period, WLGAX achieves a -12.64% return, which is significantly lower than OLGAX's -8.59% return. Over the past 10 years, WLGAX has underperformed OLGAX with an annualized return of 14.39%, while OLGAX has yielded a comparatively higher 17.67% annualized return.
WLGAX
- 1D
- 3.14%
- 1M
- -5.65%
- YTD
- -12.64%
- 6M
- -12.42%
- 1Y
- 1.55%
- 3Y*
- 13.52%
- 5Y*
- 8.72%
- 10Y*
- 14.39%
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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WLGAX vs. OLGAX - Expense Ratio Comparison
WLGAX has a 0.89% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
WLGAX vs. OLGAX — Risk / Return Rank
WLGAX
OLGAX
WLGAX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Ivy Large Cap Growth Fund (WLGAX) 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.
| WLGAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.11 | 0.61 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.30 | 1.01 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.14 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.13 | 0.77 | -0.64 |
Martin ratioReturn relative to average drawdown | 0.43 | 2.34 | -1.90 |
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
| WLGAX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.11 | 0.61 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.50 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.82 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.48 | -0.04 |
Correlation
The correlation between WLGAX and OLGAX is 0.94, 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
WLGAX vs. OLGAX - Dividend Comparison
WLGAX's dividend yield for the trailing twelve months is around 9.63%, less than OLGAX's 12.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WLGAX Delaware Ivy Large Cap Growth Fund | 9.63% | 8.41% | 3.31% | 3.07% | 12.91% | 9.68% | 6.56% | 12.84% | 14.16% | 4.45% | 5.19% | 6.43% |
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
WLGAX vs. OLGAX - Drawdown Comparison
The maximum WLGAX drawdown since its inception was -49.78%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for WLGAX and OLGAX.
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Drawdown Indicators
| WLGAX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.78% | -63.25% | +13.47% |
Max Drawdown (1Y)Largest decline over 1 year | -18.12% | -16.92% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -37.00% | -31.34% | -5.66% |
Max Drawdown (10Y)Largest decline over 10 years | -37.00% | -31.87% | -5.13% |
Current DrawdownCurrent decline from peak | -15.27% | -14.02% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -13.18% | -18.78% | +5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 5.58% | -0.14% |
Volatility
WLGAX vs. OLGAX - Volatility Comparison
The current volatility for Delaware Ivy Large Cap Growth Fund (WLGAX) is 6.01%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 6.48%. This indicates that WLGAX experiences smaller price fluctuations and is considered to be less risky 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
| WLGAX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 6.48% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.37% | 12.54% | -1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.48% | 21.14% | -1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.62% | 20.26% | +0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.65% | 21.55% | -0.90% |