MYISX vs. FLMVX
Compare and contrast key facts about Victory Integrity Small/Mid-Cap Value Fund (MYISX) and JPMorgan Mid Cap Value Fund (FLMVX).
MYISX is managed by Victory. It was launched on Jul 1, 2011. FLMVX is managed by JPMorgan. It was launched on Nov 13, 1997.
Performance
MYISX vs. FLMVX - Performance Comparison
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MYISX vs. FLMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MYISX Victory Integrity Small/Mid-Cap Value Fund | 1.87% | 9.47% | 9.54% | 14.54% | -7.99% | 33.19% | 4.93% | 25.44% | -17.64% | 18.39% |
FLMVX JPMorgan Mid Cap Value Fund | 2.16% | 5.17% | 27.75% | 11.38% | -8.11% | 29.89% | 0.36% | 26.67% | -11.66% | 13.67% |
Returns By Period
In the year-to-date period, MYISX achieves a 1.87% return, which is significantly lower than FLMVX's 2.16% return. Both investments have delivered pretty close results over the past 10 years, with MYISX having a 10.17% annualized return and FLMVX not far behind at 9.84%.
MYISX
- 1D
- 2.64%
- 1M
- -6.45%
- YTD
- 1.87%
- 6M
- 4.31%
- 1Y
- 19.12%
- 3Y*
- 10.71%
- 5Y*
- 7.12%
- 10Y*
- 10.17%
FLMVX
- 1D
- 1.81%
- 1M
- -5.37%
- YTD
- 2.16%
- 6M
- 3.42%
- 1Y
- 9.29%
- 3Y*
- 15.22%
- 5Y*
- 9.31%
- 10Y*
- 9.84%
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MYISX vs. FLMVX - Expense Ratio Comparison
MYISX has a 0.09% expense ratio, which is lower than FLMVX's 0.75% expense ratio.
Return for Risk
MYISX vs. FLMVX — Risk / Return Rank
MYISX
FLMVX
MYISX vs. FLMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Integrity Small/Mid-Cap Value Fund (MYISX) and JPMorgan Mid Cap Value Fund (FLMVX). 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.
| MYISX | FLMVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.59 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.37 | 0.95 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.89 | +0.46 |
Martin ratioReturn relative to average drawdown | 5.17 | 3.78 | +1.39 |
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
| MYISX | FLMVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.59 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.48 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.48 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.61 | -0.20 |
Correlation
The correlation between MYISX and FLMVX is 0.94, 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
MYISX vs. FLMVX - Dividend Comparison
MYISX's dividend yield for the trailing twelve months is around 4.27%, less than FLMVX's 20.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYISX Victory Integrity Small/Mid-Cap Value Fund | 4.27% | 4.34% | 10.86% | 2.35% | 10.17% | 6.45% | 1.60% | 0.75% | 4.74% | 1.52% | 0.10% | 0.41% |
FLMVX JPMorgan Mid Cap Value Fund | 20.71% | 21.16% | 23.25% | 6.10% | 11.73% | 14.98% | 7.73% | 5.20% | 8.30% | 2.71% | 7.04% | 6.69% |
Drawdowns
MYISX vs. FLMVX - Drawdown Comparison
The maximum MYISX drawdown since its inception was -47.79%, smaller than the maximum FLMVX drawdown of -54.72%. Use the drawdown chart below to compare losses from any high point for MYISX and FLMVX.
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Drawdown Indicators
| MYISX | FLMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.79% | -54.72% | +6.93% |
Max Drawdown (1Y)Largest decline over 1 year | -14.73% | -11.82% | -2.91% |
Max Drawdown (5Y)Largest decline over 5 years | -26.51% | -25.59% | -0.92% |
Max Drawdown (10Y)Largest decline over 10 years | -47.79% | -43.06% | -4.73% |
Current DrawdownCurrent decline from peak | -7.24% | -5.51% | -1.73% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -6.48% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 2.77% | +1.06% |
Volatility
MYISX vs. FLMVX - Volatility Comparison
Victory Integrity Small/Mid-Cap Value Fund (MYISX) has a higher volatility of 6.04% compared to JPMorgan Mid Cap Value Fund (FLMVX) at 4.42%. This indicates that MYISX's price experiences larger fluctuations and is considered to be riskier than FLMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MYISX | FLMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 4.42% | +1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 8.85% | +2.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.51% | 16.53% | +4.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.26% | 19.40% | +1.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.26% | 20.44% | +2.82% |