FISGX vs. OSGIX
Compare and contrast key facts about Nuveen Mid Cap Growth Opportunities Fund (FISGX) and JPMorgan Mid Cap Growth Fund Class A (OSGIX).
FISGX is managed by Nuveen. It was launched on Dec 28, 1989. OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISGX or OSGIX.
Correlation
The correlation between FISGX and OSGIX is 0.95, 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.
Performance
FISGX vs. OSGIX - Performance Comparison
Key characteristics
FISGX:
0.96
OSGIX:
0.45
FISGX:
1.39
OSGIX:
0.68
FISGX:
1.18
OSGIX:
1.10
FISGX:
0.42
OSGIX:
0.32
FISGX:
4.23
OSGIX:
1.56
FISGX:
3.97%
OSGIX:
5.56%
FISGX:
17.52%
OSGIX:
19.10%
FISGX:
-66.80%
OSGIX:
-69.04%
FISGX:
-28.44%
OSGIX:
-18.67%
Returns By Period
In the year-to-date period, FISGX achieves a 3.53% return, which is significantly lower than OSGIX's 4.10% return. Over the past 10 years, FISGX has underperformed OSGIX with an annualized return of -0.79%, while OSGIX has yielded a comparatively higher 5.15% annualized return.
FISGX
3.53%
1.89%
11.68%
17.01%
1.32%
-0.79%
OSGIX
4.10%
2.38%
5.31%
8.30%
3.76%
5.15%
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FISGX vs. OSGIX - Expense Ratio Comparison
FISGX has a 0.92% expense ratio, which is lower than OSGIX's 1.14% expense ratio.
Risk-Adjusted Performance
FISGX vs. OSGIX — Risk-Adjusted Performance Rank
FISGX
OSGIX
FISGX vs. OSGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Mid Cap Growth Opportunities Fund (FISGX) and JPMorgan Mid Cap Growth Fund Class A (OSGIX). 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.
Dividends
FISGX vs. OSGIX - Dividend Comparison
Neither FISGX nor OSGIX has paid dividends to shareholders.
Drawdowns
FISGX vs. OSGIX - Drawdown Comparison
The maximum FISGX drawdown since its inception was -66.80%, roughly equal to the maximum OSGIX drawdown of -69.04%. Use the drawdown chart below to compare losses from any high point for FISGX and OSGIX. For additional features, visit the drawdowns tool.
Volatility
FISGX vs. OSGIX - Volatility Comparison
The current volatility for Nuveen Mid Cap Growth Opportunities Fund (FISGX) is 5.16%, while JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a volatility of 5.68%. This indicates that FISGX experiences smaller price fluctuations and is considered to be less risky than OSGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.