VIMAX vs. JMGIX
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and JPMorgan Managed Income Fund (JMGIX).
VIMAX is managed by Vanguard. It was launched on Nov 12, 2001. JMGIX is managed by BlackRock. It was launched on Sep 30, 2010.
Performance
VIMAX vs. JMGIX - Performance Comparison
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VIMAX vs. JMGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | -0.63% | 11.67% | 14.66% | 16.53% | -18.70% | 24.51% | 18.18% | 31.03% | -9.24% | 19.26% |
JMGIX JPMorgan Managed Income Fund | 0.35% | 4.87% | 5.36% | 4.18% | 1.13% | 0.05% | 1.32% | 3.02% | 2.07% | 1.30% |
Returns By Period
In the year-to-date period, VIMAX achieves a -0.63% return, which is significantly lower than JMGIX's 0.35% return. Over the past 10 years, VIMAX has outperformed JMGIX with an annualized return of 10.66%, while JMGIX has yielded a comparatively lower 2.37% annualized return.
VIMAX
- 1D
- 2.22%
- 1M
- -5.79%
- YTD
- -0.63%
- 6M
- -1.36%
- 1Y
- 12.39%
- 3Y*
- 12.60%
- 5Y*
- 6.65%
- 10Y*
- 10.66%
JMGIX
- 1D
- 0.00%
- 1M
- -0.20%
- YTD
- 0.35%
- 6M
- 1.40%
- 1Y
- 3.95%
- 3Y*
- 4.60%
- 5Y*
- 3.16%
- 10Y*
- 2.37%
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VIMAX vs. JMGIX - Expense Ratio Comparison
VIMAX has a 0.05% expense ratio, which is lower than JMGIX's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VIMAX vs. JMGIX — Risk / Return Rank
VIMAX
JMGIX
VIMAX vs. JMGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and JPMorgan Managed Income Fund (JMGIX). 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.
| VIMAX | JMGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 2.85 | -2.12 |
Sortino ratioReturn per unit of downside risk | 1.12 | 7.27 | -6.15 |
Omega ratioGain probability vs. loss probability | 1.16 | 2.35 | -1.19 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 10.96 | -9.90 |
Martin ratioReturn relative to average drawdown | 4.86 | 41.04 | -36.18 |
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
| VIMAX | JMGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 2.85 | -2.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 2.53 | -2.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 2.28 | -1.72 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 1.97 | -1.48 |
Correlation
The correlation between VIMAX and JMGIX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VIMAX vs. JMGIX - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.50%, less than JMGIX's 3.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.50% | 1.51% | 1.48% | 1.50% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% |
JMGIX JPMorgan Managed Income Fund | 3.88% | 4.34% | 5.11% | 3.77% | 1.32% | 0.45% | 1.31% | 2.58% | 2.15% | 1.39% | 0.11% | 0.01% |
Drawdowns
VIMAX vs. JMGIX - Drawdown Comparison
The maximum VIMAX drawdown since its inception was -58.88%, which is greater than JMGIX's maximum drawdown of -2.18%. Use the drawdown chart below to compare losses from any high point for VIMAX and JMGIX.
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Drawdown Indicators
| VIMAX | JMGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.88% | -2.18% | -56.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -0.40% | -12.37% |
Max Drawdown (5Y)Largest decline over 5 years | -27.55% | -0.70% | -26.85% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -2.18% | -37.12% |
Current DrawdownCurrent decline from peak | -6.09% | -0.30% | -5.79% |
Average DrawdownAverage peak-to-trough decline | -8.17% | -0.08% | -8.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 0.11% | +2.66% |
Volatility
VIMAX vs. JMGIX - Volatility Comparison
Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a higher volatility of 4.95% compared to JPMorgan Managed Income Fund (JMGIX) at 0.32%. This indicates that VIMAX's price experiences larger fluctuations and is considered to be riskier than JMGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIMAX | JMGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.95% | 0.32% | +4.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 0.92% | +8.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.68% | 1.44% | +16.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 1.26% | +16.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.91% | 1.04% | +17.87% |