VKSIX vs. VSNGX
VKSIX (Virtus KAR Small-Mid Cap Core Fund) and VSNGX (JPMorgan Mid Cap Equity Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, VKSIX returned -0.67%/yr vs 7.04%/yr for VSNGX. Their correlation of 0.91 means they have usually moved in the same direction. VKSIX charges 1.02%/yr vs 0.89%/yr for VSNGX.
Performance
VKSIX vs. VSNGX - Performance Comparison
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Returns By Period
In the year-to-date period, VKSIX achieves a -4.34% return, which is significantly lower than VSNGX's 10.11% return.
VKSIX
- 1D
- -0.22%
- 1M
- -1.28%
- 6M
- -6.80%
- YTD
- -4.34%
- 1Y
- -10.41%
- 3Y*
- 1.45%
- 5Y*
- -0.67%
- 10Y*
- —
- ALL TIME*
- 8.26%
VSNGX
- 1D
- -0.26%
- 1M
- -0.60%
- 6M
- 6.96%
- YTD
- 10.11%
- 1Y
- 13.26%
- 3Y*
- 13.05%
- 5Y*
- 7.04%
- 10Y*
- 11.75%
- ALL TIME*
- 10.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VKSIX vs. VSNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | -4.34% | -4.36% | 9.07% | 23.61% | -23.83% | 19.54% | 33.45% | 38.81% | -6.68% |
VSNGX JPMorgan Mid Cap Equity Fund | 10.11% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -11.12% |
Correlation
The correlation between VKSIX and VSNGX is 0.83, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.91 |
The correlation between VKSIX and VSNGX has been stable across timeframes, ranging from 0.83 to 0.91 - a consistent structural relationship.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VKSIX | VSNGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.65 | ||
| Sortino ratioReturn per unit of downside risk | -2.42 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.17 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.71 | 1.47 | -2.18 |
| Martin ratioReturn relative to average drawdown | -1.32 | 5.50 | -6.82 |
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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.
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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 | -15.71% | -8.24% | -7.47% |
Max Drawdown (3Y)Largest decline over 3 years | -20.29% | -18.96% | -1.33% |
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 | -15.65% | -0.99% | -14.66% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -7.40% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.44% | 2.20% | +6.24% |
Volatility
VKSIX vs. VSNGX - Volatility Comparison
Virtus KAR Small-Mid Cap Core Fund (VKSIX) has a higher volatility of 4.88% compared to JPMorgan Mid Cap Equity Fund (VSNGX) at 2.59%. This indicates that VKSIX'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
| VKSIX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.88% | 2.59% | +2.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.18% | 9.36% | +2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.22% | 12.59% | +3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.28% | 17.37% | +1.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.89% | 19.52% | +1.37% |
VKSIX vs. VSNGX - Expense Ratio Comparison
VKSIX has a 1.02% expense ratio, which is higher than VSNGX's 0.89% expense ratio.
Dividends
VKSIX vs. VSNGX - Dividend Comparison
VKSIX's dividend yield for the trailing twelve months is around 0.36%, less than VSNGX's 5.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VKSIX Virtus KAR Small-Mid Cap Core Fund | 0.36% | 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 | 5.59% | 6.15% | 8.60% | 0.50% | 2.81% | 7.63% | 11.65% | 8.60% | 12.95% | 5.79% | 3.37% | 5.15% |
Frequently Asked Questions
VKSIX and VSNGX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VKSIX has higher volatility (4.88%) compared to VSNGX (2.59%). In terms of maximum drawdown, VKSIX dropped -35.59% vs VSNGX's -54.50%.
VSNGX currently has the higher Sharpe Ratio (0.97 vs -0.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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