CFAGX vs. VSNGX
Compare and contrast key facts about Commerce MidCap Growth Fund (CFAGX) and JPMorgan Mid Cap Equity Fund (VSNGX).
CFAGX is managed by Commerce. It was launched on Dec 12, 1994. VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996.
Performance
CFAGX vs. VSNGX - Performance Comparison
Loading graphics...
CFAGX vs. VSNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | -4.16% | 1.58% | 11.77% | 17.74% | -20.31% | 19.12% | 23.78% | 34.41% | -4.55% | 23.39% |
VSNGX JPMorgan Mid Cap Equity Fund | -0.28% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -8.20% | 21.35% |
Returns By Period
In the year-to-date period, CFAGX achieves a -4.16% return, which is significantly lower than VSNGX's -0.28% return. Over the past 10 years, CFAGX has underperformed VSNGX with an annualized return of 9.76%, while VSNGX has yielded a comparatively higher 11.00% annualized return.
CFAGX
- 1D
- 2.92%
- 1M
- -6.22%
- YTD
- -4.16%
- 6M
- -7.05%
- 1Y
- 1.88%
- 3Y*
- 6.84%
- 5Y*
- 2.85%
- 10Y*
- 9.76%
VSNGX
- 1D
- 2.39%
- 1M
- -5.61%
- YTD
- -0.28%
- 6M
- -0.33%
- 1Y
- 10.22%
- 3Y*
- 12.18%
- 5Y*
- 6.02%
- 10Y*
- 11.00%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CFAGX vs. VSNGX - Expense Ratio Comparison
CFAGX has a 0.71% expense ratio, which is lower than VSNGX's 0.89% expense ratio.
Return for Risk
CFAGX vs. VSNGX — Risk / Return Rank
CFAGX
VSNGX
CFAGX vs. VSNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Commerce MidCap Growth Fund (CFAGX) and JPMorgan Mid Cap Equity Fund (VSNGX). 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.
| CFAGX | VSNGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 0.61 | -0.48 |
Sortino ratioReturn per unit of downside risk | 0.34 | 0.99 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.14 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 0.90 | -0.67 |
Martin ratioReturn relative to average drawdown | 0.63 | 4.00 | -3.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CFAGX | VSNGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.61 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.35 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.56 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.52 | -0.17 |
Correlation
The correlation between CFAGX and VSNGX 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
CFAGX vs. VSNGX - Dividend Comparison
CFAGX's dividend yield for the trailing twelve months is around 25.97%, more than VSNGX's 6.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | 25.97% | 24.89% | 10.80% | 6.77% | 2.00% | 19.35% | 4.23% | 6.59% | 10.81% | 7.05% | 5.27% | 8.83% |
VSNGX JPMorgan Mid Cap Equity Fund | 6.17% | 6.15% | 8.60% | 0.50% | 2.81% | 7.63% | 11.65% | 8.60% | 12.95% | 5.79% | 3.37% | 5.15% |
Drawdowns
CFAGX vs. VSNGX - Drawdown Comparison
The maximum CFAGX drawdown since its inception was -61.05%, which is greater than VSNGX's maximum drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for CFAGX and VSNGX.
Loading graphics...
Drawdown Indicators
| CFAGX | VSNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.05% | -54.50% | -6.55% |
Max Drawdown (1Y)Largest decline over 1 year | -13.01% | -12.36% | -0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -28.99% | -25.08% | -3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -34.23% | -38.33% | +4.10% |
Current DrawdownCurrent decline from peak | -10.32% | -6.04% | -4.28% |
Average DrawdownAverage peak-to-trough decline | -14.96% | -7.47% | -7.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 2.79% | +1.91% |
Volatility
CFAGX vs. VSNGX - Volatility Comparison
Commerce MidCap Growth Fund (CFAGX) has a higher volatility of 5.88% compared to JPMorgan Mid Cap Equity Fund (VSNGX) at 5.20%. This indicates that CFAGX's price experiences larger fluctuations and is considered to be riskier than VSNGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CFAGX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.88% | 5.20% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 11.06% | 9.48% | +1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.11% | 17.70% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.38% | 17.44% | +0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 19.58% | -1.16% |