ETILX vs. VSNGX
Compare and contrast key facts about Eventide Gilead Class I (ETILX) and JPMorgan Mid Cap Equity Fund (VSNGX).
ETILX is managed by Eventide Funds. VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996.
Performance
ETILX vs. VSNGX - Performance Comparison
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ETILX vs. VSNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ETILX Eventide Gilead Class I | -6.85% | 23.77% | -0.03% | 22.76% | -34.03% | 11.44% | 55.44% | 34.11% | -2.35% | 33.09% |
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, ETILX achieves a -6.85% return, which is significantly lower than VSNGX's -0.28% return. Over the past 10 years, ETILX has outperformed VSNGX with an annualized return of 11.91%, while VSNGX has yielded a comparatively lower 11.00% annualized return.
ETILX
- 1D
- 4.16%
- 1M
- -6.72%
- YTD
- -6.85%
- 6M
- -2.01%
- 1Y
- 25.57%
- 3Y*
- 9.19%
- 5Y*
- 0.47%
- 10Y*
- 11.91%
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%
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ETILX vs. VSNGX - Expense Ratio Comparison
ETILX has a 1.11% expense ratio, which is higher than VSNGX's 0.89% expense ratio.
Return for Risk
ETILX vs. VSNGX — Risk / Return Rank
ETILX
VSNGX
ETILX vs. VSNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eventide Gilead Class I (ETILX) 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.
| ETILX | VSNGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.61 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.67 | 0.99 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 0.90 | +0.79 |
Martin ratioReturn relative to average drawdown | 6.67 | 4.00 | +2.67 |
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
| ETILX | VSNGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.61 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.35 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.56 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.52 | +0.01 |
Correlation
The correlation between ETILX and VSNGX is 0.85, 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
ETILX vs. VSNGX - Dividend Comparison
ETILX's dividend yield for the trailing twelve months is around 12.95%, more than VSNGX's 6.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ETILX Eventide Gilead Class I | 12.95% | 12.07% | 1.25% | 0.00% | 5.36% | 6.30% | 0.79% | 3.14% | 5.31% | 0.00% | 0.00% | 1.13% |
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
ETILX vs. VSNGX - Drawdown Comparison
The maximum ETILX drawdown since its inception was -41.30%, smaller than the maximum VSNGX drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for ETILX and VSNGX.
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Drawdown Indicators
| ETILX | VSNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.30% | -54.50% | +13.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.40% | -12.36% | -2.04% |
Max Drawdown (5Y)Largest decline over 5 years | -41.30% | -25.08% | -16.22% |
Max Drawdown (10Y)Largest decline over 10 years | -41.30% | -38.33% | -2.97% |
Current DrawdownCurrent decline from peak | -13.49% | -6.04% | -7.45% |
Average DrawdownAverage peak-to-trough decline | -11.60% | -7.47% | -4.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 2.79% | +0.87% |
Volatility
ETILX vs. VSNGX - Volatility Comparison
Eventide Gilead Class I (ETILX) has a higher volatility of 8.27% compared to JPMorgan Mid Cap Equity Fund (VSNGX) at 5.20%. This indicates that ETILX'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
| ETILX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.27% | 5.20% | +3.07% |
Volatility (6M)Calculated over the trailing 6-month period | 14.01% | 9.48% | +4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.49% | 17.70% | +4.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.30% | 17.44% | +6.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.40% | 19.58% | +3.82% |