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.
Performance
OSGIX vs. FISGX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with OSGIX having a 21.52% return and FISGX slightly lower at 20.86%. Over the past 10 years, OSGIX has outperformed FISGX with an annualized return of 4.91%, while FISGX has yielded a comparatively lower -2.34% annualized return.
OSGIX
21.52%
11.19%
13.15%
31.61%
5.83%
4.91%
FISGX
20.86%
10.68%
11.71%
29.58%
-0.46%
-2.34%
Key characteristics
| OSGIX | FISGX | |
|---|---|---|
| Sharpe Ratio | 1.98 | 1.76 |
| Sortino Ratio | 2.66 | 2.43 |
| Omega Ratio | 1.34 | 1.31 |
| Calmar Ratio | 1.01 | 0.68 |
| Martin Ratio | 9.08 | 8.49 |
| Ulcer Index | 3.48% | 3.49% |
| Daily Std Dev | 15.98% | 16.85% |
| Max Drawdown | -69.04% | -66.80% |
| Current Drawdown | -9.41% | -26.50% |
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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.
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.
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) and Nuveen Mid Cap Growth Opportunities Fund (FISGX) have volatilities of 5.48% and 5.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.