JMGMX vs. KMKNX
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund Class R6 (JMGMX) and Kinetics Market Opportunities Fund No Load Class (KMKNX).
JMGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell Midcap Growth Index. It was launched on Nov 1, 2011. KMKNX is an actively managed fund by Kinetics. It was launched on Jan 31, 2006.
Performance
JMGMX vs. KMKNX - Performance Comparison
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JMGMX vs. KMKNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JMGMX JPMorgan Mid Cap Growth Fund Class R6 | -5.74% | 8.86% | 22.68% | 23.35% | -26.95% | 10.89% | 48.58% | 40.03% | -4.88% | 29.74% |
KMKNX Kinetics Market Opportunities Fund No Load Class | 22.52% | -3.09% | 84.05% | -7.34% | 14.98% | 28.03% | 19.56% | 22.76% | -10.68% | 47.26% |
Returns By Period
In the year-to-date period, JMGMX achieves a -5.74% return, which is significantly lower than KMKNX's 22.52% return. Over the past 10 years, JMGMX has underperformed KMKNX with an annualized return of 12.88%, while KMKNX has yielded a comparatively higher 21.10% annualized return.
JMGMX
- 1D
- 3.92%
- 1M
- -6.14%
- YTD
- -5.74%
- 6M
- -8.23%
- 1Y
- 12.10%
- 3Y*
- 12.95%
- 5Y*
- 4.08%
- 10Y*
- 12.88%
KMKNX
- 1D
- 1.41%
- 1M
- -7.64%
- YTD
- 22.52%
- 6M
- 11.44%
- 1Y
- 6.51%
- 3Y*
- 32.40%
- 5Y*
- 15.19%
- 10Y*
- 21.10%
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JMGMX vs. KMKNX - Expense Ratio Comparison
JMGMX has a 0.65% expense ratio, which is lower than KMKNX's 1.40% expense ratio.
Return for Risk
JMGMX vs. KMKNX — Risk / Return Rank
JMGMX
KMKNX
JMGMX vs. KMKNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund Class R6 (JMGMX) and Kinetics Market Opportunities Fund No Load Class (KMKNX). 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.
| JMGMX | KMKNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.32 | +0.24 |
Sortino ratioReturn per unit of downside risk | 0.96 | 0.62 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.08 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.43 | +0.45 |
Martin ratioReturn relative to average drawdown | 2.81 | 0.79 | +2.02 |
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
| JMGMX | KMKNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.32 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.58 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.90 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.58 | +0.04 |
Correlation
The correlation between JMGMX and KMKNX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JMGMX vs. KMKNX - Dividend Comparison
JMGMX's dividend yield for the trailing twelve months is around 9.59%, more than KMKNX's 0.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JMGMX JPMorgan Mid Cap Growth Fund Class R6 | 9.59% | 9.04% | 14.16% | 0.00% | 0.76% | 8.62% | 10.47% | 7.13% | 7.14% | 6.32% | 0.04% | 5.26% |
KMKNX Kinetics Market Opportunities Fund No Load Class | 0.54% | 0.66% | 0.81% | 0.87% | 1.36% | 1.56% | 0.26% | 0.33% | 9.13% | 0.64% | 0.00% | 0.00% |
Drawdowns
JMGMX vs. KMKNX - Drawdown Comparison
The maximum JMGMX drawdown since its inception was -37.07%, smaller than the maximum KMKNX drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for JMGMX and KMKNX.
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Drawdown Indicators
| JMGMX | KMKNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.07% | -65.47% | +28.40% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -19.52% | +5.41% |
Max Drawdown (5Y)Largest decline over 5 years | -37.07% | -31.47% | -5.60% |
Max Drawdown (10Y)Largest decline over 10 years | -37.07% | -31.47% | -5.60% |
Current DrawdownCurrent decline from peak | -10.75% | -10.15% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -7.82% | -15.29% | +7.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 10.58% | -6.15% |
Volatility
JMGMX vs. KMKNX - Volatility Comparison
JPMorgan Mid Cap Growth Fund Class R6 (JMGMX) has a higher volatility of 7.63% compared to Kinetics Market Opportunities Fund No Load Class (KMKNX) at 7.07%. This indicates that JMGMX's price experiences larger fluctuations and is considered to be riskier than KMKNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JMGMX | KMKNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.63% | 7.07% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 17.87% | -4.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.08% | 24.61% | -1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.30% | 26.44% | -4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.89% | 23.39% | -1.50% |