OSGIX vs. VSMAX
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund Class A (OSGIX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX).
OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994. VSMAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OSGIX or VSMAX.
Correlation
The correlation between OSGIX and VSMAX is 0.91, 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. VSMAX - Performance Comparison
Key characteristics
OSGIX:
0.53
VSMAX:
1.23
OSGIX:
0.78
VSMAX:
1.74
OSGIX:
1.11
VSMAX:
1.22
OSGIX:
0.38
VSMAX:
2.09
OSGIX:
1.82
VSMAX:
5.82
OSGIX:
5.60%
VSMAX:
3.59%
OSGIX:
19.14%
VSMAX:
17.00%
OSGIX:
-69.04%
VSMAX:
-59.68%
OSGIX:
-17.24%
VSMAX:
-3.91%
Returns By Period
In the year-to-date period, OSGIX achieves a 5.94% return, which is significantly higher than VSMAX's 4.07% return. Over the past 10 years, OSGIX has underperformed VSMAX with an annualized return of 5.33%, while VSMAX has yielded a comparatively higher 9.79% annualized return.
OSGIX
5.94%
4.18%
7.89%
8.76%
4.00%
5.33%
VSMAX
4.07%
3.32%
8.62%
19.04%
10.23%
9.79%
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OSGIX vs. VSMAX - Expense Ratio Comparison
OSGIX has a 1.14% expense ratio, which is higher than VSMAX's 0.05% expense ratio.
Risk-Adjusted Performance
OSGIX vs. VSMAX — Risk-Adjusted Performance Rank
OSGIX
VSMAX
OSGIX vs. VSMAX - Risk-Adjusted Performance Comparison
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.
Dividends
OSGIX vs. VSMAX - Dividend Comparison
OSGIX has not paid dividends to shareholders, while VSMAX's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSGIX JPMorgan Mid Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VSMAX Vanguard Small-Cap Index Fund Admiral Shares | 1.25% | 1.30% | 1.55% | 1.54% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.49% | 1.48% | 2.86% |
Drawdowns
OSGIX vs. VSMAX - Drawdown Comparison
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.
Volatility
OSGIX vs. VSMAX - Volatility Comparison
JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a higher volatility of 5.88% compared to Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) at 4.05%. This indicates that OSGIX's price experiences larger fluctuations and is considered to be riskier than VSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.