VIKSX vs. VSNGX
Compare and contrast key facts about Virtus KAR Small-Mid Cap Growth Fund (VIKSX) and JPMorgan Mid Cap Equity Fund (VSNGX).
VIKSX is managed by Virtus. It was launched on Dec 7, 2020. VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996.
Performance
VIKSX vs. VSNGX - Performance Comparison
Loading graphics...
VIKSX vs. VSNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
VIKSX Virtus KAR Small-Mid Cap Growth Fund | -9.09% | -8.33% | 12.39% | 18.92% | -22.54% | 5.38% | 3.23% |
VSNGX JPMorgan Mid Cap Equity Fund | -0.28% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 2.84% |
Returns By Period
In the year-to-date period, VIKSX achieves a -9.09% return, which is significantly lower than VSNGX's -0.28% return.
VIKSX
- 1D
- 2.88%
- 1M
- -9.00%
- YTD
- -9.09%
- 6M
- -15.53%
- 1Y
- -13.49%
- 3Y*
- 1.44%
- 5Y*
- -1.38%
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VIKSX vs. VSNGX - Expense Ratio Comparison
VIKSX has a 1.06% expense ratio, which is higher than VSNGX's 0.89% expense ratio.
Return for Risk
VIKSX vs. VSNGX — Risk / Return Rank
VIKSX
VSNGX
VIKSX vs. VSNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Growth Fund (VIKSX) 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.
| VIKSX | VSNGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.69 | 0.61 | -1.30 |
Sortino ratioReturn per unit of downside risk | -0.93 | 0.99 | -1.92 |
Omega ratioGain probability vs. loss probability | 0.89 | 1.14 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.59 | 0.90 | -1.49 |
Martin ratioReturn relative to average drawdown | -1.58 | 4.00 | -5.58 |
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
| VIKSX | VSNGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.69 | 0.61 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.35 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.06 | 0.52 | -0.59 |
Correlation
The correlation between VIKSX and VSNGX is 0.87, 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
VIKSX vs. VSNGX - Dividend Comparison
VIKSX has not paid dividends to shareholders, while VSNGX's dividend yield for the trailing twelve months is around 6.17%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIKSX Virtus KAR Small-Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
VIKSX vs. VSNGX - Drawdown Comparison
The maximum VIKSX drawdown since its inception was -34.44%, smaller than the maximum VSNGX drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for VIKSX and VSNGX.
Loading graphics...
Drawdown Indicators
| VIKSX | VSNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.44% | -54.50% | +20.06% |
Max Drawdown (1Y)Largest decline over 1 year | -21.39% | -12.36% | -9.03% |
Max Drawdown (5Y)Largest decline over 5 years | -34.44% | -25.08% | -9.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.33% | — |
Current DrawdownCurrent decline from peak | -23.90% | -6.04% | -17.86% |
Average DrawdownAverage peak-to-trough decline | -13.59% | -7.47% | -6.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.97% | 2.79% | +5.18% |
Volatility
VIKSX vs. VSNGX - Volatility Comparison
Virtus KAR Small-Mid Cap Growth Fund (VIKSX) and JPMorgan Mid Cap Equity Fund (VSNGX) have volatilities of 5.35% 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.
Loading graphics...
Volatility by Period
| VIKSX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 5.20% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 9.48% | +2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.15% | 17.70% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.81% | 17.44% | +1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 19.58% | -0.70% |