JMGMX vs. PKSFX
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund Class R6 (JMGMX) and Virtus KAR Small-Cap Core Fund (PKSFX).
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. PKSFX is managed by Virtus. It was launched on Oct 18, 1996.
Performance
JMGMX vs. PKSFX - Performance Comparison
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JMGMX vs. PKSFX - 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% |
PKSFX Virtus KAR Small-Cap Core Fund | 1.54% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
Returns By Period
In the year-to-date period, JMGMX achieves a -5.74% return, which is significantly lower than PKSFX's 1.54% return. Over the past 10 years, JMGMX has underperformed PKSFX with an annualized return of 12.88%, while PKSFX has yielded a comparatively higher 14.98% 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%
PKSFX
- 1D
- 2.07%
- 1M
- -6.10%
- YTD
- 1.54%
- 6M
- 1.60%
- 1Y
- 3.79%
- 3Y*
- 10.39%
- 5Y*
- 7.79%
- 10Y*
- 14.98%
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JMGMX vs. PKSFX - Expense Ratio Comparison
JMGMX has a 0.65% expense ratio, which is lower than PKSFX's 1.00% expense ratio.
Return for Risk
JMGMX vs. PKSFX — Risk / Return Rank
JMGMX
PKSFX
JMGMX vs. PKSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund Class R6 (JMGMX) and Virtus KAR Small-Cap Core Fund (PKSFX). 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 | PKSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.23 | +0.34 |
Sortino ratioReturn per unit of downside risk | 0.96 | 0.48 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.06 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.42 | +0.46 |
Martin ratioReturn relative to average drawdown | 2.81 | 0.95 | +1.86 |
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 | PKSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.23 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.44 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.80 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.56 | +0.05 |
Correlation
The correlation between JMGMX and PKSFX is 0.81, 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
JMGMX vs. PKSFX - Dividend Comparison
JMGMX's dividend yield for the trailing twelve months is around 9.59%, less than PKSFX's 14.08% 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% |
PKSFX Virtus KAR Small-Cap Core Fund | 14.08% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
Drawdowns
JMGMX vs. PKSFX - Drawdown Comparison
The maximum JMGMX drawdown since its inception was -37.07%, smaller than the maximum PKSFX drawdown of -54.46%. Use the drawdown chart below to compare losses from any high point for JMGMX and PKSFX.
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Drawdown Indicators
| JMGMX | PKSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.07% | -54.46% | +17.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -11.21% | -2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -37.07% | -22.02% | -15.05% |
Max Drawdown (10Y)Largest decline over 10 years | -37.07% | -33.45% | -3.62% |
Current DrawdownCurrent decline from peak | -10.75% | -9.42% | -1.33% |
Average DrawdownAverage peak-to-trough decline | -7.82% | -7.17% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 4.96% | -0.53% |
Volatility
JMGMX vs. PKSFX - Volatility Comparison
JPMorgan Mid Cap Growth Fund Class R6 (JMGMX) has a higher volatility of 7.63% compared to Virtus KAR Small-Cap Core Fund (PKSFX) at 4.62%. This indicates that JMGMX's price experiences larger fluctuations and is considered to be riskier than PKSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JMGMX | PKSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.63% | 4.62% | +3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 11.11% | +2.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.08% | 18.95% | +4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.30% | 17.90% | +4.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.89% | 18.79% | +3.10% |