JMCRX vs. PVIVX

In the year-to-date period, JMCRX achieves a -10.61% return, which is significantly higher than PVIVX's -16.72% return. Over the past 10 years, JMCRX has underperformed PVIVX with an annualized return of 2.73%, while PVIVX has yielded a comparatively higher 5.11% annualized return.

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JMCRX has a 1.51% expense ratio, which is higher than PVIVX's 1.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for James Micro Cap Fund (JMCRX) and Paradigm Micro-cap Fund (PVIVX). 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.

The current JMCRX Sharpe Ratio is -0.40, which is comparable to the PVIVX Sharpe Ratio of -0.58. The chart below compares the historical Sharpe Ratios of JMCRX and PVIVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JMCRX's dividend yield for the trailing twelve months is around 1.60%, while PVIVX has not paid dividends to shareholders.

The maximum JMCRX drawdown since its inception was -52.69%, roughly equal to the maximum PVIVX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for JMCRX and PVIVX. For additional features, visit the drawdowns tool.

The current volatility for James Micro Cap Fund (JMCRX) is 6.98%, while Paradigm Micro-cap Fund (PVIVX) has a volatility of 9.50%. This indicates that JMCRX experiences smaller price fluctuations and is considered to be less risky than PVIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.