RPMGX vs. JMGMX
Compare and contrast key facts about T. Rowe Price Mid-Cap Growth Fund (RPMGX) and JPMorgan Mid Cap Growth Fund Class R6 (JMGMX).
RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992. JMGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell Midcap Growth Index. It was launched on Nov 1, 2011.
Performance
RPMGX vs. JMGMX - Performance Comparison
Loading graphics...
RPMGX vs. JMGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPMGX T. Rowe Price Mid-Cap Growth Fund | -3.57% | 10.55% | 21.08% | 20.27% | -22.51% | 14.94% | 24.16% | 31.53% | -2.12% | 24.80% |
JMGMX JPMorgan Mid Cap Growth Fund Class R6 | -5.74% | 8.86% | 22.68% | 23.35% | -26.95% | 10.89% | 48.58% | 40.03% | -4.88% | 29.74% |
Returns By Period
In the year-to-date period, RPMGX achieves a -3.57% return, which is significantly higher than JMGMX's -5.74% return. Over the past 10 years, RPMGX has underperformed JMGMX with an annualized return of 11.33%, while JMGMX has yielded a comparatively higher 12.88% annualized return.
RPMGX
- 1D
- 0.53%
- 1M
- -4.97%
- YTD
- -3.57%
- 6M
- 3.49%
- 1Y
- 13.34%
- 3Y*
- 13.13%
- 5Y*
- 5.75%
- 10Y*
- 11.33%
JMGMX
- 1D
- 3.92%
- 1M
- -4.47%
- YTD
- -5.74%
- 6M
- -8.88%
- 1Y
- 9.97%
- 3Y*
- 12.95%
- 5Y*
- 4.08%
- 10Y*
- 12.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RPMGX vs. JMGMX - Expense Ratio Comparison
RPMGX has a 0.72% expense ratio, which is higher than JMGMX's 0.65% expense ratio.
Return for Risk
RPMGX vs. JMGMX — Risk / Return Rank
RPMGX
JMGMX
RPMGX vs. JMGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Growth Fund (RPMGX) and JPMorgan Mid Cap Growth Fund Class R6 (JMGMX). 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.
| RPMGX | JMGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 0.57 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.23 | 0.96 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.13 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 0.88 | +0.30 |
Martin ratioReturn relative to average drawdown | 4.64 | 2.81 | +1.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RPMGX | JMGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.57 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.18 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.59 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.61 | +0.06 |
Correlation
The correlation between RPMGX and JMGMX is 0.93, 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
RPMGX vs. JMGMX - Dividend Comparison
RPMGX's dividend yield for the trailing twelve months is around 13.17%, more than JMGMX's 9.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPMGX T. Rowe Price Mid-Cap Growth Fund | 13.17% | 12.70% | 20.43% | 6.35% | 2.60% | 10.52% | 4.53% | 5.29% | 12.12% | 8.04% | 3.45% | 9.51% |
JMGMX JPMorgan Mid Cap Growth Fund Class R6 | 9.59% | 9.04% | 14.16% | 0.00% | 0.76% | 8.62% | 10.47% | 7.13% | 7.14% | 6.32% | 0.04% | 5.26% |
Drawdowns
RPMGX vs. JMGMX - Drawdown Comparison
The maximum RPMGX drawdown since its inception was -54.66%, which is greater than JMGMX's maximum drawdown of -37.07%. Use the drawdown chart below to compare losses from any high point for RPMGX and JMGMX.
Loading graphics...
Drawdown Indicators
| RPMGX | JMGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -37.07% | -17.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.21% | -14.11% | +3.90% |
Max Drawdown (5Y)Largest decline over 5 years | -32.08% | -37.07% | +4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -35.96% | -37.07% | +1.11% |
Current DrawdownCurrent decline from peak | -7.22% | -10.75% | +3.53% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -7.82% | +0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 4.43% | -1.24% |
Volatility
RPMGX vs. JMGMX - Volatility Comparison
The current volatility for T. Rowe Price Mid-Cap Growth Fund (RPMGX) is 5.74%, while JPMorgan Mid Cap Growth Fund Class R6 (JMGMX) has a volatility of 7.63%. This indicates that RPMGX experiences smaller price fluctuations and is considered to be less risky than JMGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RPMGX | JMGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 7.63% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 13.72% | -1.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.72% | 23.08% | -3.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.26% | 22.30% | -3.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.06% | 21.89% | -2.83% |