USMIX vs. VSNGX
Compare and contrast key facts about USAA Extended Market Index Fund (USMIX) and JPMorgan Mid Cap Equity Fund (VSNGX).
USMIX is managed by Victory. It was launched on Oct 27, 2000. VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996.
Performance
USMIX vs. VSNGX - Performance Comparison
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USMIX vs. VSNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USMIX USAA Extended Market Index Fund | 0.05% | 10.44% | 11.99% | 25.81% | -24.04% | 15.29% | 31.20% | 27.93% | -9.71% | 17.72% |
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, USMIX achieves a 0.05% return, which is significantly higher than VSNGX's -0.28% return. Both investments have delivered pretty close results over the past 10 years, with USMIX having a 10.95% annualized return and VSNGX not far ahead at 11.00%.
USMIX
- 1D
- 3.09%
- 1M
- -5.95%
- YTD
- 0.05%
- 6M
- 1.90%
- 1Y
- 19.46%
- 3Y*
- 13.77%
- 5Y*
- 4.30%
- 10Y*
- 10.95%
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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USMIX vs. VSNGX - Expense Ratio Comparison
USMIX has a 0.38% expense ratio, which is lower than VSNGX's 0.89% expense ratio.
Return for Risk
USMIX vs. VSNGX — Risk / Return Rank
USMIX
VSNGX
USMIX vs. VSNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Extended Market Index Fund (USMIX) 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.
| USMIX | VSNGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.61 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.41 | 0.99 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 0.90 | +0.48 |
Martin ratioReturn relative to average drawdown | 5.62 | 4.00 | +1.62 |
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
| USMIX | VSNGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.61 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.35 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.56 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.52 | -0.16 |
Correlation
The correlation between USMIX and VSNGX is 0.95, 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
USMIX vs. VSNGX - Dividend Comparison
USMIX's dividend yield for the trailing twelve months is around 6.47%, more than VSNGX's 6.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USMIX USAA Extended Market Index Fund | 6.47% | 6.47% | 14.41% | 4.41% | 8.78% | 17.98% | 3.32% | 3.18% | 6.48% | 7.48% | 7.07% | 8.02% |
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
USMIX vs. VSNGX - Drawdown Comparison
The maximum USMIX drawdown since its inception was -57.91%, which is greater than VSNGX's maximum drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for USMIX and VSNGX.
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Drawdown Indicators
| USMIX | VSNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.91% | -54.50% | -3.41% |
Max Drawdown (1Y)Largest decline over 1 year | -14.21% | -12.36% | -1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -37.86% | -25.08% | -12.78% |
Max Drawdown (10Y)Largest decline over 10 years | -41.86% | -38.33% | -3.53% |
Current DrawdownCurrent decline from peak | -7.18% | -6.04% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -12.06% | -7.47% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.50% | 2.79% | +0.71% |
Volatility
USMIX vs. VSNGX - Volatility Comparison
USAA Extended Market Index Fund (USMIX) has a higher volatility of 6.49% compared to JPMorgan Mid Cap Equity Fund (VSNGX) at 5.20%. This indicates that USMIX's price experiences larger fluctuations and is considered to be riskier than VSNGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USMIX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.49% | 5.20% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.69% | 9.48% | +3.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.81% | 17.70% | +4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.99% | 17.44% | +7.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.65% | 19.58% | +4.07% |