PMBMX vs. VSNGX
Compare and contrast key facts about Principal MidCap Fund (PMBMX) and JPMorgan Mid Cap Equity Fund (VSNGX).
PMBMX is managed by Principal. It was launched on Dec 6, 2000. VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996.
Performance
PMBMX vs. VSNGX - Performance Comparison
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PMBMX vs. VSNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMBMX Principal MidCap Fund | -11.17% | 1.16% | 23.38% | 25.36% | -23.52% | 24.63% | 17.69% | 49.09% | -7.28% | 24.73% |
VSNGX JPMorgan Mid Cap Equity Fund | -0.28% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -8.20% | 21.35% |
Returns By Period
In the year-to-date period, PMBMX achieves a -11.17% return, which is significantly lower than VSNGX's -0.28% return. Both investments have delivered pretty close results over the past 10 years, with PMBMX having a 11.26% annualized return and VSNGX not far behind at 11.00%.
PMBMX
- 1D
- 2.16%
- 1M
- -7.75%
- YTD
- -11.17%
- 6M
- -13.90%
- 1Y
- -10.17%
- 3Y*
- 9.64%
- 5Y*
- 4.79%
- 10Y*
- 11.26%
VSNGX
- 1D
- 2.39%
- 1M
- -5.61%
- YTD
- -0.28%
- 6M
- -0.33%
- 1Y
- 10.22%
- 3Y*
- 12.18%
- 5Y*
- 6.02%
- 10Y*
- 11.00%
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PMBMX vs. VSNGX - Expense Ratio Comparison
PMBMX has a 1.15% expense ratio, which is higher than VSNGX's 0.89% expense ratio.
Return for Risk
PMBMX vs. VSNGX — Risk / Return Rank
PMBMX
VSNGX
PMBMX vs. VSNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap Fund (PMBMX) and JPMorgan Mid Cap Equity Fund (VSNGX). 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.
| PMBMX | VSNGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.53 | 0.61 | -1.14 |
Sortino ratioReturn per unit of downside risk | -0.64 | 0.99 | -1.63 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.14 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.53 | 0.90 | -1.43 |
Martin ratioReturn relative to average drawdown | -1.55 | 4.00 | -5.55 |
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
| PMBMX | VSNGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.53 | 0.61 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.35 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.56 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.52 | +0.03 |
Correlation
The correlation between PMBMX and VSNGX is 0.94, 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
PMBMX vs. VSNGX - Dividend Comparison
PMBMX's dividend yield for the trailing twelve months is around 7.22%, more than VSNGX's 6.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMBMX Principal MidCap Fund | 7.22% | 6.41% | 6.86% | 2.68% | 3.43% | 8.51% | 1.15% | 9.00% | 12.79% | 3.39% | 2.16% | 6.38% |
VSNGX JPMorgan Mid Cap Equity Fund | 6.17% | 6.15% | 8.60% | 0.50% | 2.81% | 7.63% | 11.65% | 8.60% | 12.95% | 5.79% | 3.37% | 5.15% |
Drawdowns
PMBMX vs. VSNGX - Drawdown Comparison
The maximum PMBMX drawdown since its inception was -50.69%, smaller than the maximum VSNGX drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for PMBMX and VSNGX.
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Drawdown Indicators
| PMBMX | VSNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.69% | -54.50% | +3.81% |
Max Drawdown (1Y)Largest decline over 1 year | -19.53% | -12.36% | -7.17% |
Max Drawdown (5Y)Largest decline over 5 years | -31.48% | -25.08% | -6.40% |
Max Drawdown (10Y)Largest decline over 10 years | -40.60% | -38.33% | -2.27% |
Current DrawdownCurrent decline from peak | -17.13% | -6.04% | -11.09% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -7.47% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 2.79% | +3.86% |
Volatility
PMBMX vs. VSNGX - Volatility Comparison
Principal MidCap Fund (PMBMX) and JPMorgan Mid Cap Equity Fund (VSNGX) have volatilities of 5.25% and 5.20%, 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.
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Volatility by Period
| PMBMX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 5.20% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.60% | 9.48% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.40% | 17.70% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 17.44% | +1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.12% | 19.58% | -0.46% |