VMGRX vs. VSNGX
Compare and contrast key facts about Vanguard Mid-Cap Growth Fund (VMGRX) and JPMorgan Mid Cap Equity Fund (VSNGX).
VMGRX is managed by Vanguard. It was launched on Dec 31, 1997. VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996.
Performance
VMGRX vs. VSNGX - Performance Comparison
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VMGRX vs. VSNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMGRX Vanguard Mid-Cap Growth Fund | -12.52% | 8.80% | 17.73% | 24.15% | -30.13% | 9.21% | 33.40% | 32.06% | -3.52% | 21.60% |
VSNGX JPMorgan Mid Cap Equity Fund | -0.28% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -8.20% | 21.35% |
Returns By Period
In the year-to-date period, VMGRX achieves a -12.52% return, which is significantly lower than VSNGX's -0.28% return. Over the past 10 years, VMGRX has underperformed VSNGX with an annualized return of 8.45%, while VSNGX has yielded a comparatively higher 11.00% annualized return.
VMGRX
- 1D
- 4.07%
- 1M
- -8.39%
- YTD
- -12.52%
- 6M
- -12.25%
- 1Y
- 4.80%
- 3Y*
- 8.28%
- 5Y*
- 0.70%
- 10Y*
- 8.45%
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%
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VMGRX vs. VSNGX - Expense Ratio Comparison
VMGRX has a 0.33% expense ratio, which is lower than VSNGX's 0.89% expense ratio.
Return for Risk
VMGRX vs. VSNGX — Risk / Return Rank
VMGRX
VSNGX
VMGRX vs. VSNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Fund (VMGRX) 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.
| VMGRX | VSNGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.61 | -0.38 |
Sortino ratioReturn per unit of downside risk | 0.49 | 0.99 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.14 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.27 | 0.90 | -0.63 |
Martin ratioReturn relative to average drawdown | 0.93 | 4.00 | -3.07 |
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
| VMGRX | VSNGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.61 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.35 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.56 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.52 | -0.19 |
Correlation
The correlation between VMGRX 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
VMGRX vs. VSNGX - Dividend Comparison
VMGRX's dividend yield for the trailing twelve months is around 20.28%, more than VSNGX's 6.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGRX Vanguard Mid-Cap Growth Fund | 20.28% | 17.74% | 1.80% | 0.39% | 0.26% | 34.53% | 6.30% | 10.43% | 14.53% | 3.13% | 0.67% | 8.20% |
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
VMGRX vs. VSNGX - Drawdown Comparison
The maximum VMGRX drawdown since its inception was -71.74%, which is greater than VSNGX's maximum drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for VMGRX and VSNGX.
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Drawdown Indicators
| VMGRX | VSNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.74% | -54.50% | -17.24% |
Max Drawdown (1Y)Largest decline over 1 year | -19.09% | -12.36% | -6.73% |
Max Drawdown (5Y)Largest decline over 5 years | -39.71% | -25.08% | -14.63% |
Max Drawdown (10Y)Largest decline over 10 years | -39.71% | -38.33% | -1.38% |
Current DrawdownCurrent decline from peak | -15.80% | -6.04% | -9.76% |
Average DrawdownAverage peak-to-trough decline | -24.60% | -7.47% | -17.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 2.79% | +2.81% |
Volatility
VMGRX vs. VSNGX - Volatility Comparison
Vanguard Mid-Cap Growth Fund (VMGRX) has a higher volatility of 8.29% compared to JPMorgan Mid Cap Equity Fund (VSNGX) at 5.20%. This indicates that VMGRX'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
| VMGRX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.29% | 5.20% | +3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 15.22% | 9.48% | +5.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.61% | 17.70% | +6.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.23% | 17.44% | +5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.23% | 19.58% | +2.65% |