OSGIX vs. FISGX

In the year-to-date period, OSGIX achieves a -3.24% return, which is significantly higher than FISGX's -7.87% return. Over the past 10 years, OSGIX has outperformed FISGX with an annualized return of 9.93%, while FISGX has yielded a comparatively lower -2.79% annualized return.

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OSGIX has a 1.14% expense ratio, which is higher than FISGX's 0.92% expense ratio.

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.

The current OSGIX Sharpe Ratio is 0.16, which is higher than the FISGX Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of OSGIX and FISGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither OSGIX nor FISGX has paid dividends to shareholders.

The maximum OSGIX drawdown since its inception was -73.41%, which is greater than FISGX's maximum 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.

JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a higher volatility of 8.17% compared to Nuveen Mid Cap Growth Opportunities Fund (FISGX) at 7.75%. 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.