OSGIX vs. VWNFX
Compare and contrast key facts about JPMorgan Mid Cap Growth Fund Class A (OSGIX) and Vanguard Windsor II Fund Investor Shares (VWNFX).
OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994. VWNFX is managed by Vanguard. It was launched on Jun 24, 1985.
Performance
OSGIX vs. VWNFX - Performance Comparison
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OSGIX vs. VWNFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OSGIX JPMorgan Mid Cap Growth Fund Class A | -9.42% | 8.41% | 24.96% | 22.83% | -27.26% | 10.32% | 47.86% | 39.31% | -5.34% | 29.08% |
VWNFX Vanguard Windsor II Fund Investor Shares | -3.28% | 18.51% | 13.91% | 21.01% | -13.26% | 28.84% | 14.41% | 29.02% | -8.62% | 15.61% |
Returns By Period
In the year-to-date period, OSGIX achieves a -9.42% return, which is significantly lower than VWNFX's -3.28% return. Both investments have delivered pretty close results over the past 10 years, with OSGIX having a 12.18% annualized return and VWNFX not far behind at 12.01%.
OSGIX
- 1D
- -1.21%
- 1M
- -9.78%
- YTD
- -9.42%
- 6M
- -12.12%
- 1Y
- 8.27%
- 3Y*
- 11.87%
- 5Y*
- 3.62%
- 10Y*
- 12.18%
VWNFX
- 1D
- -0.04%
- 1M
- -7.50%
- YTD
- -3.28%
- 6M
- 0.97%
- 1Y
- 15.44%
- 3Y*
- 14.73%
- 5Y*
- 9.68%
- 10Y*
- 12.01%
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OSGIX vs. VWNFX - Expense Ratio Comparison
OSGIX has a 1.14% expense ratio, which is higher than VWNFX's 0.34% expense ratio.
Return for Risk
OSGIX vs. VWNFX — Risk / Return Rank
OSGIX
VWNFX
OSGIX vs. VWNFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Growth Fund Class A (OSGIX) and Vanguard Windsor II Fund Investor Shares (VWNFX). 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.
| OSGIX | VWNFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.98 | -0.63 |
Sortino ratioReturn per unit of downside risk | 0.65 | 1.45 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.22 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 1.18 | -0.79 |
Martin ratioReturn relative to average drawdown | 1.25 | 5.44 | -4.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OSGIX | VWNFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.98 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.57 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.65 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.62 | -0.21 |
Correlation
The correlation between OSGIX and VWNFX is 0.77, 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.
Dividends
OSGIX vs. VWNFX - Dividend Comparison
OSGIX's dividend yield for the trailing twelve months is around 13.59%, more than VWNFX's 11.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSGIX JPMorgan Mid Cap Growth Fund Class A | 13.59% | 12.31% | 18.67% | 0.00% | 0.98% | 10.97% | 12.80% | 8.61% | 8.45% | 7.36% | 0.05% | 6.01% |
VWNFX Vanguard Windsor II Fund Investor Shares | 11.84% | 11.46% | 10.50% | 5.11% | 7.26% | 7.83% | 7.31% | 10.06% | 11.38% | 7.34% | 8.08% | 7.96% |
Drawdowns
OSGIX vs. VWNFX - Drawdown Comparison
The maximum OSGIX drawdown since its inception was -57.79%, roughly equal to the maximum VWNFX drawdown of -57.57%. Use the drawdown chart below to compare losses from any high point for OSGIX and VWNFX.
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Drawdown Indicators
| OSGIX | VWNFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.79% | -57.57% | -0.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.25% | -11.92% | -2.33% |
Max Drawdown (5Y)Largest decline over 5 years | -37.26% | -22.72% | -14.54% |
Max Drawdown (10Y)Largest decline over 10 years | -37.26% | -37.44% | +0.18% |
Current DrawdownCurrent decline from peak | -14.25% | -7.86% | -6.39% |
Average DrawdownAverage peak-to-trough decline | -12.32% | -7.50% | -4.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 2.58% | +1.84% |
Volatility
OSGIX vs. VWNFX - Volatility Comparison
JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a higher volatility of 6.28% compared to Vanguard Windsor II Fund Investor Shares (VWNFX) at 3.76%. This indicates that OSGIX's price experiences larger fluctuations and is considered to be riskier than VWNFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OSGIX | VWNFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.28% | 3.76% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 8.60% | +4.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.81% | 16.64% | +6.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.42% | 17.02% | +5.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.62% | 18.62% | +4.00% |