GETGX vs. FLMVX
Compare and contrast key facts about Victory Sycamore Established Value Fund (GETGX) and JPMorgan Mid Cap Value Fund (FLMVX).
GETGX is managed by Victory. It was launched on Aug 16, 1983. FLMVX is managed by JPMorgan Chase. It was launched on Nov 13, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GETGX or FLMVX.
Key characteristics
| GETGX | FLMVX | |
|---|---|---|
| YTD Return | 11.32% | 11.39% |
| 1Y Return | 18.77% | 21.39% |
| 3Y Return (Ann) | 8.20% | 7.04% |
| 5Y Return (Ann) | 11.96% | 9.53% |
| 10Y Return (Ann) | 10.91% | 8.42% |
| Sharpe Ratio | 1.55 | 1.73 |
| Daily Std Dev | 13.12% | 13.20% |
| Max Drawdown | -49.09% | -54.87% |
| Current Drawdown | -0.32% | -1.23% |
Correlation
The correlation between GETGX and FLMVX 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
GETGX vs. FLMVX - Performance Comparison
The year-to-date returns for both investments are quite close, with GETGX having a 11.32% return and FLMVX slightly higher at 11.39%. Over the past 10 years, GETGX has outperformed FLMVX with an annualized return of 10.91%, while FLMVX has yielded a comparatively lower 8.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GETGX vs. FLMVX - Expense Ratio Comparison
GETGX has a 1.11% expense ratio, which is higher than FLMVX's 0.75% expense ratio.
Risk-Adjusted Performance
GETGX vs. FLMVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Established Value Fund (GETGX) and JPMorgan Mid Cap Value Fund (FLMVX). 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
GETGX vs. FLMVX - Dividend Comparison
GETGX's dividend yield for the trailing twelve months is around 5.26%, less than FLMVX's 5.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GETGX Victory Sycamore Established Value Fund | 5.26% | 5.79% | 7.89% | 8.04% | 5.12% | 5.70% | 10.23% | 2.89% | 1.34% | 11.52% | 14.58% | 7.16% |
FLMVX JPMorgan Mid Cap Value Fund | 5.45% | 6.07% | 11.73% | 14.98% | 7.73% | 5.20% | 8.30% | 2.71% | 7.04% | 6.69% | 8.60% | 5.01% |
Drawdowns
GETGX vs. FLMVX - Drawdown Comparison
The maximum GETGX drawdown since its inception was -49.09%, smaller than the maximum FLMVX drawdown of -54.87%. Use the drawdown chart below to compare losses from any high point for GETGX and FLMVX. For additional features, visit the drawdowns tool.
Volatility
GETGX vs. FLMVX - Volatility Comparison
Victory Sycamore Established Value Fund (GETGX) and JPMorgan Mid Cap Value Fund (FLMVX) have volatilities of 3.35% and 3.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.