CFAGX vs. VSNGX
CFAGX (Commerce MidCap Growth Fund) and VSNGX (JPMorgan Mid Cap Equity Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, CFAGX returned 9.88%/yr vs 11.75%/yr for VSNGX. Their correlation of 0.93 means they have usually moved in the same direction. CFAGX charges 0.71%/yr vs 0.89%/yr for VSNGX.
Performance
CFAGX vs. VSNGX - Performance Comparison
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Returns By Period
In the year-to-date period, CFAGX achieves a 2.17% return, which is significantly lower than VSNGX's 10.11% return. Over the past 10 years, CFAGX has underperformed VSNGX with an annualized return of 9.88%, while VSNGX has yielded a comparatively higher 11.75% annualized return.
CFAGX
- 1D
- 0.05%
- 1M
- -3.26%
- 6M
- 2.88%
- YTD
- 2.17%
- 1Y
- -1.61%
- 3Y*
- 6.94%
- 5Y*
- 2.55%
- 10Y*
- 9.88%
- ALL TIME*
- 7.66%
VSNGX
- 1D
- -0.26%
- 1M
- -0.60%
- 6M
- 6.96%
- YTD
- 10.11%
- 1Y
- 13.26%
- 3Y*
- 13.05%
- 5Y*
- 7.04%
- 10Y*
- 11.75%
- ALL TIME*
- 10.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CFAGX vs. VSNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | 2.17% | 1.58% | 11.77% | 17.74% | -20.31% | 19.12% | 23.78% | 34.41% | -4.55% | 23.39% |
VSNGX JPMorgan Mid Cap Equity Fund | 10.11% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -8.20% | 21.35% |
Correlation
The correlation between CFAGX and VSNGX is 0.85, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1996 | 0.93 |
The correlation between CFAGX and VSNGX has been stable across timeframes, ranging from 0.85 to 0.93 - a consistent structural relationship.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CFAGX | VSNGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -1.67 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.17 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.23 | 1.47 | -1.71 |
| Martin ratioReturn relative to average drawdown | -0.61 | 5.50 | -6.11 |
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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.
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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 | -12.85% | -8.24% | -4.61% |
Max Drawdown (3Y)Largest decline over 3 years | -21.16% | -18.96% | -2.20% |
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 | -4.40% | -0.99% | -3.41% |
Average DrawdownAverage peak-to-trough decline | -14.83% | -7.40% | -7.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.94% | 2.20% | +2.74% |
Volatility
CFAGX vs. VSNGX - Volatility Comparison
Commerce MidCap Growth Fund (CFAGX) has a higher volatility of 4.75% compared to JPMorgan Mid Cap Equity Fund (VSNGX) at 2.59%. 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.
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Volatility by Period
| CFAGX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 2.59% | +2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 11.92% | 9.36% | +2.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 12.59% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.52% | 17.37% | +1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.48% | 19.52% | -1.04% |
CFAGX vs. VSNGX - Expense Ratio Comparison
CFAGX has a 0.71% expense ratio, which is lower than VSNGX's 0.89% expense ratio.
Dividends
CFAGX vs. VSNGX - Dividend Comparison
CFAGX's dividend yield for the trailing twelve months is around 24.36%, more than VSNGX's 5.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFAGX Commerce MidCap Growth Fund | 24.36% | 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 | 5.59% | 6.15% | 8.60% | 0.50% | 2.81% | 7.63% | 11.65% | 8.60% | 12.95% | 5.79% | 3.37% | 5.15% |
Frequently Asked Questions
CFAGX and VSNGX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CFAGX has higher volatility (4.75%) compared to VSNGX (2.59%). In terms of maximum drawdown, CFAGX dropped -61.05% vs VSNGX's -54.50%.
VSNGX currently has the higher Sharpe Ratio (0.97 vs -0.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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