JPPEX vs. MISIX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
JPPEX is managed by JPMorgan. MISIX is managed by Victory.
Performance
JPPEX vs. MISIX - Performance Comparison
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JPPEX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPPEX JPMorgan Mid Cap Equity Fund Class R6 | -2.55% | 6.34% | 18.87% | 16.46% | -15.83% | 20.24% | 22.96% | 33.03% | -7.96% | 21.54% |
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, JPPEX achieves a -2.55% return, which is significantly lower than MISIX's -0.70% return. Over the past 10 years, JPPEX has outperformed MISIX with an annualized return of 10.99%, while MISIX has yielded a comparatively lower 9.25% annualized return.
JPPEX
- 1D
- -0.50%
- 1M
- -7.84%
- YTD
- -2.55%
- 6M
- -2.77%
- 1Y
- 8.42%
- 3Y*
- 11.57%
- 5Y*
- 6.08%
- 10Y*
- 10.99%
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
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JPPEX vs. MISIX - Expense Ratio Comparison
JPPEX has a 0.64% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
JPPEX vs. MISIX — Risk / Return Rank
JPPEX
MISIX
JPPEX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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.
| JPPEX | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 1.97 | -1.47 |
Sortino ratioReturn per unit of downside risk | 0.84 | 2.54 | -1.70 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.39 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 2.24 | -1.66 |
Martin ratioReturn relative to average drawdown | 2.59 | 9.80 | -7.21 |
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
| JPPEX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 1.97 | -1.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.40 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.52 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.31 | +0.21 |
Correlation
The correlation between JPPEX and MISIX is 0.73, 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
JPPEX vs. MISIX - Dividend Comparison
JPPEX's dividend yield for the trailing twelve months is around 6.62%, more than MISIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPPEX JPMorgan Mid Cap Equity Fund Class R6 | 6.62% | 6.45% | 8.83% | 0.73% | 3.06% | 7.83% | 11.84% | 8.84% | 13.25% | 6.03% | 3.49% | 5.29% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
JPPEX vs. MISIX - Drawdown Comparison
The maximum JPPEX drawdown since its inception was -38.32%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for JPPEX and MISIX.
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Drawdown Indicators
| JPPEX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.32% | -67.61% | +29.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -13.84% | +1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -37.69% | +12.77% |
Max Drawdown (10Y)Largest decline over 10 years | -38.32% | -41.82% | +3.50% |
Current DrawdownCurrent decline from peak | -8.21% | -13.84% | +5.63% |
Average DrawdownAverage peak-to-trough decline | -5.46% | -16.99% | +11.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 3.16% | -0.41% |
Volatility
JPPEX vs. MISIX - Volatility Comparison
The current volatility for JPMorgan Mid Cap Equity Fund Class R6 (JPPEX) is 4.41%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 6.80%. This indicates that JPPEX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPPEX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 6.80% | -2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 11.32% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.56% | 16.62% | +0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.42% | 17.68% | -0.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.56% | 17.78% | +1.78% |