OSGIX vs. FISGX
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund Class A (OSGIX) and Nuveen Mid Cap Growth Opportunities Fund (FISGX).
OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994. FISGX is managed by Nuveen. It was launched on Dec 28, 1989.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSGIX or FISGX.
Correlation
The correlation between OSGIX and FISGX is 0.95, 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.
Performance
OSGIX vs. FISGX - Performance Comparison
Key characteristics
OSGIX:
0.32
FISGX:
0.85
OSGIX:
0.52
FISGX:
1.25
OSGIX:
1.08
FISGX:
1.16
OSGIX:
0.21
FISGX:
0.35
OSGIX:
1.36
FISGX:
4.01
OSGIX:
4.40%
FISGX:
3.66%
OSGIX:
18.71%
FISGX:
17.35%
OSGIX:
-69.04%
FISGX:
-66.80%
OSGIX:
-20.56%
FISGX:
-29.77%
Returns By Period
In the year-to-date period, OSGIX achieves a 6.57% return, which is significantly lower than FISGX's 15.48% return. Over the past 10 years, OSGIX has outperformed FISGX with an annualized return of 4.69%, while FISGX has yielded a comparatively lower -1.25% annualized return.
OSGIX
6.57%
-12.32%
0.50%
5.95%
4.00%
4.69%
FISGX
15.48%
-4.72%
8.05%
14.74%
1.52%
-1.25%
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OSGIX vs. FISGX - Expense Ratio Comparison
OSGIX has a 1.14% expense ratio, which is higher than FISGX's 0.92% expense ratio.
Risk-Adjusted Performance
OSGIX vs. FISGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund Class A (OSGIX) and Nuveen Mid Cap Growth Opportunities Fund (FISGX). 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.
Dividends
OSGIX vs. FISGX - Dividend Comparison
Neither OSGIX nor FISGX has paid dividends to shareholders.
Drawdowns
OSGIX vs. FISGX - Drawdown Comparison
The maximum OSGIX drawdown since its inception was -69.04%, roughly equal to the maximum FISGX drawdown of -66.80%. Use the drawdown chart below to compare losses from any high point for OSGIX and FISGX. For additional features, visit the drawdowns tool.
Volatility
OSGIX vs. FISGX - Volatility Comparison
JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a higher volatility of 10.65% compared to Nuveen Mid Cap Growth Opportunities Fund (FISGX) at 6.21%. This indicates that OSGIX's price experiences larger fluctuations and is considered to be riskier than FISGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.