OSGIX vs. PCBIX

In the year-to-date period, OSGIX achieves a 19.76% return, which is significantly lower than PCBIX's 25.82% return. Over the past 10 years, OSGIX has underperformed PCBIX with an annualized return of 4.74%, while PCBIX has yielded a comparatively higher 7.87% annualized return.

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OSGIX has a 1.14% expense ratio, which is higher than PCBIX's 0.67% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund Class A (OSGIX) and Principal MidCap Fund Institutional Class (PCBIX). 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 1.90, which is comparable to the PCBIX Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of OSGIX and PCBIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

OSGIX has not paid dividends to shareholders, while PCBIX's dividend yield for the trailing twelve months is around 0.03%.

The maximum OSGIX drawdown since its inception was -69.04%, which is greater than PCBIX's maximum drawdown of -57.73%. Use the drawdown chart below to compare losses from any high point for OSGIX and PCBIX. For additional features, visit the drawdowns tool.

JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a higher volatility of 5.39% compared to Principal MidCap Fund Institutional Class (PCBIX) at 4.47%. This indicates that OSGIX's price experiences larger fluctuations and is considered to be riskier than PCBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.