JCMAX vs. DSMFX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund Class A (JCMAX) and Destinations Small-Mid Cap Equity Fund (DSMFX).
JCMAX is managed by JPMorgan. It was launched on Nov 2, 2009. DSMFX is managed by Destinations Funds. It was launched on Mar 20, 2017.
Performance
JCMAX vs. DSMFX - Performance Comparison
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JCMAX vs. DSMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Returns By Period
In the year-to-date period, JCMAX achieves a -2.67% return, which is significantly lower than DSMFX's 0.28% return.
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%
DSMFX
- 1D
- -1.71%
- 1M
- -8.77%
- YTD
- 0.28%
- 6M
- 3.91%
- 1Y
- 26.70%
- 3Y*
- 13.32%
- 5Y*
- 5.56%
- 10Y*
- —
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JCMAX vs. DSMFX - Expense Ratio Comparison
JCMAX has a 1.14% expense ratio, which is higher than DSMFX's 1.10% expense ratio.
Return for Risk
JCMAX vs. DSMFX — Risk / Return Rank
JCMAX
DSMFX
JCMAX vs. DSMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class A (JCMAX) and Destinations Small-Mid Cap Equity Fund (DSMFX). 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.
| JCMAX | DSMFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 1.06 | -0.59 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.62 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.55 | -1.02 |
Martin ratioReturn relative to average drawdown | 2.38 | 6.93 | -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
| JCMAX | DSMFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 1.06 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.27 | +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 | 0.64 | 0.49 | +0.15 |
Correlation
The correlation between JCMAX and DSMFX 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
JCMAX vs. DSMFX - Dividend Comparison
JCMAX's dividend yield for the trailing twelve months is around 6.33%, less than DSMFX's 7.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
JCMAX vs. DSMFX - Drawdown Comparison
The maximum JCMAX drawdown since its inception was -38.33%, smaller than the maximum DSMFX drawdown of -42.52%. Use the drawdown chart below to compare losses from any high point for JCMAX and DSMFX.
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Drawdown Indicators
| JCMAX | DSMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.33% | -42.52% | +4.19% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -13.93% | +1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -25.26% | -30.72% | +5.46% |
Max Drawdown (10Y)Largest decline over 10 years | -38.33% | — | — |
Current DrawdownCurrent decline from peak | -8.26% | -9.75% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -8.91% | +3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 3.64% | -0.87% |
Volatility
JCMAX vs. DSMFX - Volatility Comparison
The current volatility for JPMorgan Mid Cap Equity Fund Class A (JCMAX) is 4.42%, while Destinations Small-Mid Cap Equity Fund (DSMFX) has a volatility of 6.40%. This indicates that JCMAX experiences smaller price fluctuations and is considered to be less risky than DSMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JCMAX | DSMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 6.40% | -1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 13.28% | -4.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.55% | 23.85% | -6.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 20.89% | -3.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.59% | 21.90% | -2.31% |