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.
Performance
FISGX vs. OSGIX - Performance Comparison
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FISGX vs. OSGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FISGX Nuveen Mid Cap Growth Opportunities Fund | -5.08% | 7.83% | 13.65% | 20.26% | -30.11% | 5.01% | 46.58% | 66.58% | -9.33% | 24.98% |
OSGIX JPMorgan Mid Cap Growth Fund Class A | -9.42% | 8.41% | 24.96% | 22.83% | -27.26% | 10.32% | 47.86% | 39.31% | -5.34% | 29.08% |
Returns By Period
In the year-to-date period, FISGX achieves a -5.08% return, which is significantly higher than OSGIX's -9.42% return. Both investments have delivered pretty close results over the past 10 years, with FISGX having a 11.65% annualized return and OSGIX not far ahead at 12.18%.
FISGX
- 1D
- -1.67%
- 1M
- -9.72%
- YTD
- -5.08%
- 6M
- -3.21%
- 1Y
- 16.04%
- 3Y*
- 8.51%
- 5Y*
- 0.85%
- 10Y*
- 11.65%
OSGIX
- 1D
- -1.21%
- 1M
- -9.78%
- YTD
- -9.42%
- 6M
- -12.12%
- 1Y
- 8.27%
- 3Y*
- 11.87%
- 5Y*
- 3.62%
- 10Y*
- 12.18%
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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.
Return for Risk
FISGX vs. OSGIX — Risk / Return Rank
FISGX
OSGIX
FISGX vs. OSGIX - Risk-Adjusted Trends 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.
| FISGX | OSGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.34 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.10 | 0.65 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.09 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.39 | +0.53 |
Martin ratioReturn relative to average drawdown | 3.56 | 1.25 | +2.31 |
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
| FISGX | OSGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.34 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.16 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.54 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.41 | +0.08 |
Correlation
The correlation between FISGX and OSGIX 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
FISGX vs. OSGIX - Dividend Comparison
FISGX's dividend yield for the trailing twelve months is around 8.80%, less than OSGIX's 13.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISGX Nuveen Mid Cap Growth Opportunities Fund | 8.80% | 8.35% | 0.00% | 0.00% | 0.00% | 23.94% | 9.97% | 38.61% | 19.12% | 17.17% | 4.01% | 7.82% |
OSGIX JPMorgan Mid Cap Growth Fund Class A | 13.59% | 12.31% | 18.67% | 0.00% | 0.98% | 10.97% | 12.80% | 8.61% | 8.45% | 7.36% | 0.05% | 6.01% |
Drawdowns
FISGX vs. OSGIX - Drawdown Comparison
The maximum FISGX drawdown since its inception was -57.51%, roughly equal to the maximum OSGIX drawdown of -57.79%. Use the drawdown chart below to compare losses from any high point for FISGX and OSGIX.
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Drawdown Indicators
| FISGX | OSGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.51% | -57.79% | +0.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.30% | -14.25% | +0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -43.30% | -37.26% | -6.04% |
Max Drawdown (10Y)Largest decline over 10 years | -43.30% | -37.26% | -6.04% |
Current DrawdownCurrent decline from peak | -11.61% | -14.25% | +2.64% |
Average DrawdownAverage peak-to-trough decline | -9.89% | -12.32% | +2.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 4.42% | -0.97% |
Volatility
FISGX vs. OSGIX - Volatility Comparison
Nuveen Mid Cap Growth Opportunities Fund (FISGX) has a higher volatility of 7.34% compared to JPMorgan Mid Cap Growth Fund Class A (OSGIX) at 6.28%. This indicates that FISGX's price experiences larger fluctuations and is considered to be riskier than OSGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FISGX | OSGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.34% | 6.28% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 14.43% | 13.19% | +1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.42% | 22.81% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.30% | 22.42% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 22.62% | +1.23% |