VKSIX vs. VSNGX
Compare and contrast key facts about Virtus KAR Small-Mid Cap Core Fund (VKSIX) and JPMorgan Mid Cap Equity Fund (VSNGX).
VKSIX is managed by Virtus. It was launched on Mar 7, 2018. VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996.
Performance
VKSIX vs. VSNGX - Performance Comparison
Loading graphics...
VKSIX vs. VSNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | -6.61% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
VSNGX JPMorgan Mid Cap Equity Fund | -0.28% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -9.06% |
Returns By Period
In the year-to-date period, VKSIX achieves a -6.61% return, which is significantly lower than VSNGX's -0.28% return.
VKSIX
- 1D
- 2.55%
- 1M
- -8.69%
- YTD
- -6.61%
- 6M
- -10.38%
- 1Y
- -7.96%
- 3Y*
- 3.69%
- 5Y*
- 0.09%
- 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.
VKSIX vs. VSNGX - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than VSNGX's 0.89% expense ratio.
Return for Risk
VKSIX vs. VSNGX — Risk / Return Rank
VKSIX
VSNGX
VKSIX vs. VSNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Mid Cap Core Fund (VKSIX) 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.
| VKSIX | VSNGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.39 | 0.61 | -1.00 |
Sortino ratioReturn per unit of downside risk | -0.46 | 0.99 | -1.45 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.14 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | -0.45 | 0.90 | -1.35 |
Martin ratioReturn relative to average drawdown | -1.22 | 4.00 | -5.21 |
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
| VKSIX | VSNGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.39 | 0.61 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.35 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.56 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.52 | -0.13 |
Correlation
The correlation between VKSIX and VSNGX is 0.92, 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
VKSIX vs. VSNGX - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.37%, less than VSNGX's 6.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.37% | 0.34% | 0.43% | 0.00% | 0.00% | 1.13% | 0.01% | 0.00% | 1.47% | 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
VKSIX vs. VSNGX - Drawdown Comparison
The maximum VKSIX drawdown since its inception was -35.59%, smaller than the maximum VSNGX drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for VKSIX and VSNGX.
Loading graphics...
Drawdown Indicators
| VKSIX | VSNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.59% | -54.50% | +18.91% |
Max Drawdown (1Y)Largest decline over 1 year | -16.70% | -12.36% | -4.34% |
Max Drawdown (5Y)Largest decline over 5 years | -32.49% | -25.08% | -7.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.33% | — |
Current DrawdownCurrent decline from peak | -17.65% | -6.04% | -11.61% |
Average DrawdownAverage peak-to-trough decline | -8.73% | -7.47% | -1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.11% | 2.79% | +3.32% |
Volatility
VKSIX vs. VSNGX - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) and JPMorgan Mid Cap Equity Fund (VSNGX) have volatilities of 5.13% 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
| VKSIX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 5.20% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.82% | 9.48% | +2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.42% | 17.70% | +1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.14% | 17.44% | +1.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.07% | 19.58% | +1.49% |