VMGMX vs. OSGIX
Compare and contrast key facts about Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) and JPMorgan Mid Cap Growth Fund Class A (OSGIX).
VMGMX is managed by Vanguard. It was launched on Sep 27, 2011. OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMGMX or OSGIX.
Correlation
The correlation between VMGMX and OSGIX is 0.97, 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
VMGMX vs. OSGIX - Performance Comparison
Key characteristics
VMGMX:
1.58
OSGIX:
0.53
VMGMX:
2.14
OSGIX:
0.78
VMGMX:
1.28
OSGIX:
1.11
VMGMX:
1.40
OSGIX:
0.38
VMGMX:
8.12
OSGIX:
1.82
VMGMX:
2.96%
OSGIX:
5.60%
VMGMX:
15.29%
OSGIX:
19.14%
VMGMX:
-37.17%
OSGIX:
-69.04%
VMGMX:
-1.89%
OSGIX:
-17.24%
Returns By Period
The year-to-date returns for both stocks are quite close, with VMGMX having a 6.08% return and OSGIX slightly lower at 5.94%. Over the past 10 years, VMGMX has outperformed OSGIX with an annualized return of 11.25%, while OSGIX has yielded a comparatively lower 5.33% annualized return.
VMGMX
6.08%
4.46%
17.18%
22.80%
11.24%
11.25%
OSGIX
5.94%
4.18%
7.89%
8.76%
4.00%
5.33%
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VMGMX vs. OSGIX - Expense Ratio Comparison
VMGMX has a 0.07% expense ratio, which is lower than OSGIX's 1.14% expense ratio.
Risk-Adjusted Performance
VMGMX vs. OSGIX — Risk-Adjusted Performance Rank
VMGMX
OSGIX
VMGMX vs. OSGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) 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.
Dividends
VMGMX vs. OSGIX - Dividend Comparison
VMGMX's dividend yield for the trailing twelve months is around 0.63%, while OSGIX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.63% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% | 0.79% |
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% |
Drawdowns
VMGMX vs. OSGIX - Drawdown Comparison
The maximum VMGMX drawdown since its inception was -37.17%, smaller than the maximum OSGIX drawdown of -69.04%. Use the drawdown chart below to compare losses from any high point for VMGMX and OSGIX. For additional features, visit the drawdowns tool.
Volatility
VMGMX vs. OSGIX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) is 4.76%, while JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a volatility of 5.88%. This indicates that VMGMX 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.