VIMAX vs. OSGIX

In the year-to-date period, VIMAX achieves a 21.38% return, which is significantly higher than OSGIX's 19.76% return. Over the past 10 years, VIMAX has outperformed OSGIX with an annualized return of 10.14%, while OSGIX has yielded a comparatively lower 4.74% annualized return.

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VIMAX has a 0.05% expense ratio, which is lower than OSGIX's 1.14% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and JPMorgan Mid Cap Growth Fund Class A (OSGIX). 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 VIMAX Sharpe Ratio is 2.61, which is higher than the OSGIX Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of VIMAX and OSGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VIMAX's dividend yield for the trailing twelve months is around 1.44%, while OSGIX has not paid dividends to shareholders.

The maximum VIMAX drawdown since its inception was -58.88%, smaller than the maximum OSGIX drawdown of -69.04%. Use the drawdown chart below to compare losses from any high point for VIMAX and OSGIX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 3.94%, while JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a volatility of 5.39%. This indicates that VIMAX experiences smaller price fluctuations and is considered to be less risky than OSGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.