VMGMX vs. OSGIX
Compare and contrast key facts about Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) and JPMorgan Mid Cap Growth Fund Class A (OSGIX).
VMGMX is managed by Vanguard. It was launched on Sep 27, 2011. OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994.
Performance
VMGMX vs. OSGIX - Performance Comparison
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VMGMX vs. OSGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | -7.61% | 10.69% | 15.65% | 23.93% | -28.84% | 20.48% | 34.45% | 33.85% | -5.61% | 21.83% |
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, VMGMX achieves a -7.61% return, which is significantly lower than OSGIX's -5.84% return. Over the past 10 years, VMGMX has underperformed OSGIX with an annualized return of 10.62%, while OSGIX has yielded a comparatively higher 12.62% annualized return.
VMGMX
- 1D
- 3.15%
- 1M
- -7.31%
- YTD
- -7.61%
- 6M
- -12.10%
- 1Y
- 5.25%
- 3Y*
- 10.47%
- 5Y*
- 4.04%
- 10Y*
- 10.62%
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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VMGMX vs. OSGIX - Expense Ratio Comparison
VMGMX has a 0.07% expense ratio, which is lower than OSGIX's 1.14% expense ratio.
Return for Risk
VMGMX vs. OSGIX — Risk / Return Rank
VMGMX
OSGIX
VMGMX vs. OSGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) 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.
| VMGMX | OSGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.55 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.55 | 0.93 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.12 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 0.84 | -0.46 |
Martin ratioReturn relative to average drawdown | 1.21 | 2.68 | -1.47 |
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
| VMGMX | OSGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.55 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.18 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.56 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.41 | +0.18 |
Correlation
The correlation between VMGMX and OSGIX is 0.97, 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
VMGMX vs. OSGIX - Dividend Comparison
VMGMX's dividend yield for the trailing twelve months is around 0.71%, less than OSGIX's 13.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% |
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
VMGMX vs. OSGIX - Drawdown Comparison
The maximum VMGMX drawdown since its inception was -37.17%, smaller than the maximum OSGIX drawdown of -57.79%. Use the drawdown chart below to compare losses from any high point for VMGMX and OSGIX.
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Drawdown Indicators
| VMGMX | OSGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.17% | -57.79% | +20.62% |
Max Drawdown (1Y)Largest decline over 1 year | -15.95% | -14.25% | -1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -37.17% | -37.26% | +0.09% |
Max Drawdown (10Y)Largest decline over 10 years | -37.17% | -37.26% | +0.09% |
Current DrawdownCurrent decline from peak | -13.31% | -10.87% | -2.44% |
Average DrawdownAverage peak-to-trough decline | -7.05% | -12.32% | +5.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 4.48% | +0.63% |
Volatility
VMGMX vs. OSGIX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) is 6.47%, while JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a volatility of 7.64%. This indicates that VMGMX 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
| VMGMX | OSGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 7.64% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 12.40% | 13.74% | -1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 23.10% | -2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.39% | 22.48% | -1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 22.65% | -1.72% |