DSMFX vs. JCMAX
Compare and contrast key facts about Destinations Small-Mid Cap Equity Fund (DSMFX) and JPMorgan Mid Cap Equity Fund Class A (JCMAX).
DSMFX is managed by Destinations Funds. It was launched on Mar 20, 2017. JCMAX is managed by JPMorgan. It was launched on Nov 2, 2009.
Performance
DSMFX vs. JCMAX - Performance Comparison
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DSMFX vs. JCMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSMFX Destinations Small-Mid Cap Equity Fund | 0.28% | 13.94% | 14.72% | 11.61% | -19.89% | 26.65% | 23.63% | 30.82% | -7.68% | 12.35% |
JCMAX JPMorgan Mid Cap Equity Fund Class A | -2.67% | 5.82% | 18.44% | 15.87% | -16.24% | 19.67% | 22.33% | 32.37% | -8.43% | 13.77% |
Returns By Period
In the year-to-date period, DSMFX achieves a 0.28% return, which is significantly higher than JCMAX's -2.67% return.
DSMFX
- 1D
- -1.71%
- 1M
- -8.77%
- YTD
- 0.28%
- 6M
- 3.91%
- 1Y
- 26.70%
- 3Y*
- 13.32%
- 5Y*
- 5.56%
- 10Y*
- —
JCMAX
- 1D
- -0.50%
- 1M
- -7.88%
- YTD
- -2.67%
- 6M
- -3.02%
- 1Y
- 7.87%
- 3Y*
- 11.07%
- 5Y*
- 5.58%
- 10Y*
- 10.46%
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DSMFX vs. JCMAX - Expense Ratio Comparison
DSMFX has a 1.10% expense ratio, which is lower than JCMAX's 1.14% expense ratio.
Return for Risk
DSMFX vs. JCMAX — Risk / Return Rank
DSMFX
JCMAX
DSMFX vs. JCMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Destinations Small-Mid Cap Equity Fund (DSMFX) and JPMorgan Mid Cap Equity Fund Class A (JCMAX). 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.
| DSMFX | JCMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.47 | +0.59 |
Sortino ratioReturn per unit of downside risk | 1.62 | 0.79 | +0.82 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.11 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 0.53 | +1.02 |
Martin ratioReturn relative to average drawdown | 6.93 | 2.38 | +4.54 |
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
| DSMFX | JCMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.47 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.32 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.64 | -0.15 |
Correlation
The correlation between DSMFX and JCMAX is 0.93, 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
DSMFX vs. JCMAX - Dividend Comparison
DSMFX's dividend yield for the trailing twelve months is around 7.11%, more than JCMAX's 6.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSMFX Destinations Small-Mid Cap Equity Fund | 7.11% | 7.13% | 7.71% | 0.26% | 3.57% | 27.39% | 2.06% | 4.05% | 5.96% | 0.92% | 0.00% | 0.00% |
JCMAX JPMorgan Mid Cap Equity Fund Class A | 6.33% | 6.16% | 8.60% | 0.31% | 2.63% | 7.65% | 11.63% | 8.54% | 12.89% | 5.69% | 3.23% | 5.06% |
Drawdowns
DSMFX vs. JCMAX - Drawdown Comparison
The maximum DSMFX drawdown since its inception was -42.52%, which is greater than JCMAX's maximum drawdown of -38.33%. Use the drawdown chart below to compare losses from any high point for DSMFX and JCMAX.
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Drawdown Indicators
| DSMFX | JCMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.52% | -38.33% | -4.19% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -12.34% | -1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -30.72% | -25.26% | -5.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.33% | — |
Current DrawdownCurrent decline from peak | -9.75% | -8.26% | -1.49% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -5.19% | -3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 2.77% | +0.87% |
Volatility
DSMFX vs. JCMAX - Volatility Comparison
Destinations Small-Mid Cap Equity Fund (DSMFX) has a higher volatility of 6.40% compared to JPMorgan Mid Cap Equity Fund Class A (JCMAX) at 4.42%. This indicates that DSMFX's price experiences larger fluctuations and is considered to be riskier than JCMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSMFX | JCMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 4.42% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 13.28% | 9.17% | +4.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.85% | 17.55% | +6.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.89% | 17.41% | +3.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 19.59% | +2.31% |