RSINX vs. JCMAX
Compare and contrast key facts about Victory RS Investors Fund (RSINX) and JPMorgan Mid Cap Equity Fund Class A (JCMAX).
RSINX is managed by Victory. It was launched on Nov 15, 2005. JCMAX is managed by JPMorgan. It was launched on Nov 2, 2009.
Performance
RSINX vs. JCMAX - Performance Comparison
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RSINX vs. JCMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSINX Victory RS Investors Fund | -0.24% | 6.39% | 20.81% | 13.18% | -2.02% | 25.73% | -1.68% | 28.02% | -9.55% | 16.36% |
JCMAX JPMorgan Mid Cap Equity Fund Class A | -0.34% | 5.82% | 18.44% | 15.87% | -16.24% | 19.67% | 22.33% | 32.37% | -8.43% | 20.96% |
Returns By Period
In the year-to-date period, RSINX achieves a -0.24% return, which is significantly higher than JCMAX's -0.34% return. Over the past 10 years, RSINX has underperformed JCMAX with an annualized return of 9.99%, while JCMAX has yielded a comparatively higher 10.72% annualized return.
RSINX
- 1D
- 1.67%
- 1M
- -6.00%
- YTD
- -0.24%
- 6M
- 3.14%
- 1Y
- 5.87%
- 3Y*
- 12.48%
- 5Y*
- 9.55%
- 10Y*
- 9.99%
JCMAX
- 1D
- 2.40%
- 1M
- -5.63%
- YTD
- -0.34%
- 6M
- -0.45%
- 1Y
- 9.96%
- 3Y*
- 11.95%
- 5Y*
- 5.78%
- 10Y*
- 10.72%
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RSINX vs. JCMAX - Expense Ratio Comparison
RSINX has a 1.33% expense ratio, which is higher than JCMAX's 1.14% expense ratio.
Return for Risk
RSINX vs. JCMAX — Risk / Return Rank
RSINX
JCMAX
RSINX vs. JCMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Investors Fund (RSINX) and JPMorgan Mid Cap Equity Fund Class A (JCMAX). 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.
| RSINX | JCMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.59 | -0.20 |
Sortino ratioReturn per unit of downside risk | 0.65 | 0.97 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.13 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.88 | -0.31 |
Martin ratioReturn relative to average drawdown | 2.18 | 3.89 | -1.71 |
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
| RSINX | JCMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.59 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.33 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.55 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.65 | -0.27 |
Correlation
The correlation between RSINX and JCMAX is 0.88, 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
RSINX vs. JCMAX - Dividend Comparison
RSINX's dividend yield for the trailing twelve months is around 4.47%, less than JCMAX's 6.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSINX Victory RS Investors Fund | 4.47% | 4.46% | 10.21% | 0.77% | 4.03% | 15.89% | 0.30% | 4.32% | 17.89% | 14.37% | 0.00% | 0.00% |
JCMAX JPMorgan Mid Cap Equity Fund Class A | 6.18% | 6.16% | 8.60% | 0.31% | 2.63% | 7.65% | 11.63% | 8.54% | 12.89% | 5.69% | 3.23% | 5.06% |
Drawdowns
RSINX vs. JCMAX - Drawdown Comparison
The maximum RSINX drawdown since its inception was -66.11%, which is greater than JCMAX's maximum drawdown of -38.33%. Use the drawdown chart below to compare losses from any high point for RSINX and JCMAX.
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Drawdown Indicators
| RSINX | JCMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.11% | -38.33% | -27.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -12.34% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -23.08% | -25.26% | +2.18% |
Max Drawdown (10Y)Largest decline over 10 years | -40.86% | -38.33% | -2.53% |
Current DrawdownCurrent decline from peak | -7.11% | -6.06% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -10.64% | -5.19% | -5.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.79% | +0.27% |
Volatility
RSINX vs. JCMAX - Volatility Comparison
The current volatility for Victory RS Investors Fund (RSINX) is 3.69%, while JPMorgan Mid Cap Equity Fund Class A (JCMAX) has a volatility of 5.20%. This indicates that RSINX experiences smaller price fluctuations and is considered to be less risky than JCMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RSINX | JCMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 5.20% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 9.23% | 9.47% | -0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 17.68% | -1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.18% | 17.44% | +1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.10% | 19.60% | -0.50% |