OSGIX vs. VSMAX

The year-to-date returns for both investments are quite close, with OSGIX having a 19.76% return and VSMAX slightly higher at 20.15%. Over the past 10 years, OSGIX has underperformed VSMAX with an annualized return of 4.74%, while VSMAX has yielded a comparatively higher 9.70% annualized return.

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OSGIX has a 1.14% expense ratio, which is higher than VSMAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund Class A (OSGIX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX). 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 VSMAX Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of OSGIX and VSMAX, 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 VSMAX's dividend yield for the trailing twelve months is around 1.30%.

The maximum OSGIX drawdown since its inception was -69.04%, which is greater than VSMAX's maximum drawdown of -59.68%. Use the drawdown chart below to compare losses from any high point for OSGIX and VSMAX. For additional features, visit the drawdowns tool.

JPMorgan Mid Cap Growth Fund Class A (OSGIX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) have volatilities of 5.39% and 5.62%, 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.