VHIAX vs. OSGIX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (VHIAX) and JPMorgan Mid Cap Growth Fund Class A (OSGIX).
VHIAX is managed by JPMorgan. It was launched on Oct 29, 1999. OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994.
Performance
VHIAX vs. OSGIX - Performance Comparison
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VHIAX vs. OSGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | -8.66% | 15.50% | 39.19% | 39.81% | -30.24% | 21.60% | 53.26% | 35.92% | -1.52% | 35.19% |
OSGIX JPMorgan Mid Cap Growth Fund Class A | -5.84% | 8.41% | 24.96% | 22.83% | -27.26% | 10.32% | 47.86% | 39.31% | -5.34% | 29.08% |
Returns By Period
In the year-to-date period, VHIAX achieves a -8.66% return, which is significantly lower than OSGIX's -5.84% return. Over the past 10 years, VHIAX has outperformed OSGIX with an annualized return of 17.57%, while OSGIX has yielded a comparatively lower 12.62% annualized return.
VHIAX
- 1D
- 3.87%
- 1M
- -4.81%
- YTD
- -8.66%
- 6M
- -9.05%
- 1Y
- 16.03%
- 3Y*
- 22.23%
- 5Y*
- 10.87%
- 10Y*
- 17.57%
OSGIX
- 1D
- 3.95%
- 1M
- -6.16%
- YTD
- -5.84%
- 6M
- -8.40%
- 1Y
- 11.67%
- 3Y*
- 13.33%
- 5Y*
- 4.09%
- 10Y*
- 12.62%
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VHIAX vs. OSGIX - Expense Ratio Comparison
VHIAX has a 1.04% expense ratio, which is lower than OSGIX's 1.14% expense ratio.
Return for Risk
VHIAX vs. OSGIX — Risk / Return Rank
VHIAX
OSGIX
VHIAX vs. OSGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (VHIAX) 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.
| VHIAX | OSGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.55 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.23 | 0.93 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.12 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 0.84 | +0.24 |
Martin ratioReturn relative to average drawdown | 3.45 | 2.68 | +0.77 |
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
| VHIAX | OSGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.55 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.18 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.56 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.41 | -0.07 |
Correlation
The correlation between VHIAX and OSGIX 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
VHIAX vs. OSGIX - Dividend Comparison
VHIAX's dividend yield for the trailing twelve months is around 13.90%, more than OSGIX's 13.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | 13.90% | 12.70% | 12.63% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% |
OSGIX JPMorgan Mid Cap Growth Fund Class A | 13.08% | 12.31% | 18.67% | 0.00% | 0.98% | 10.97% | 12.80% | 8.61% | 8.45% | 7.36% | 0.05% | 6.01% |
Drawdowns
VHIAX vs. OSGIX - Drawdown Comparison
The maximum VHIAX drawdown since its inception was -85.49%, which is greater than OSGIX's maximum drawdown of -57.79%. Use the drawdown chart below to compare losses from any high point for VHIAX and OSGIX.
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Drawdown Indicators
| VHIAX | OSGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.49% | -57.79% | -27.70% |
Max Drawdown (1Y)Largest decline over 1 year | -15.76% | -14.25% | -1.51% |
Max Drawdown (5Y)Largest decline over 5 years | -35.25% | -37.26% | +2.01% |
Max Drawdown (10Y)Largest decline over 10 years | -35.25% | -37.26% | +2.01% |
Current DrawdownCurrent decline from peak | -12.50% | -10.87% | -1.63% |
Average DrawdownAverage peak-to-trough decline | -40.36% | -12.32% | -28.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 4.48% | +0.45% |
Volatility
VHIAX vs. OSGIX - Volatility Comparison
The current volatility for JPMorgan Growth Advantage Fund (VHIAX) is 6.88%, while JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a volatility of 7.64%. This indicates that VHIAX 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.
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Volatility by Period
| VHIAX | OSGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 7.64% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 12.63% | 13.74% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.62% | 23.10% | -0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.45% | 22.48% | -0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.16% | 22.65% | -0.49% |