VSNGX vs. OSGIX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund (VSNGX) and JPMorgan Mid Cap Growth Fund Class A (OSGIX).
VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996. OSGIX is managed by JPMorgan. It was launched on Sep 21, 1994.
Performance
VSNGX vs. OSGIX - Performance Comparison
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VSNGX vs. OSGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSNGX JPMorgan Mid Cap Equity Fund | -2.61% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -8.20% | 21.35% |
OSGIX JPMorgan Mid Cap Growth Fund Class A | -9.42% | 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, VSNGX achieves a -2.61% return, which is significantly higher than OSGIX's -9.42% return. Over the past 10 years, VSNGX has underperformed OSGIX with an annualized return of 10.74%, while OSGIX has yielded a comparatively higher 12.18% annualized return.
VSNGX
- 1D
- -0.50%
- 1M
- -7.87%
- YTD
- -2.61%
- 6M
- -2.89%
- 1Y
- 8.16%
- 3Y*
- 11.30%
- 5Y*
- 5.82%
- 10Y*
- 10.74%
OSGIX
- 1D
- -1.21%
- 1M
- -9.78%
- YTD
- -9.42%
- 6M
- -12.12%
- 1Y
- 8.27%
- 3Y*
- 11.87%
- 5Y*
- 3.62%
- 10Y*
- 12.18%
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VSNGX vs. OSGIX - Expense Ratio Comparison
VSNGX has a 0.89% expense ratio, which is lower than OSGIX's 1.14% expense ratio.
Return for Risk
VSNGX vs. OSGIX — Risk / Return Rank
VSNGX
OSGIX
VSNGX vs. OSGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund (VSNGX) 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.
| VSNGX | OSGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.34 | +0.15 |
Sortino ratioReturn per unit of downside risk | 0.82 | 0.65 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.09 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.56 | 0.39 | +0.17 |
Martin ratioReturn relative to average drawdown | 2.49 | 1.25 | +1.24 |
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
| VSNGX | OSGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.34 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.16 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.54 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.41 | +0.11 |
Correlation
The correlation between VSNGX and OSGIX is 0.94, 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
VSNGX vs. OSGIX - Dividend Comparison
VSNGX's dividend yield for the trailing twelve months is around 6.32%, less than OSGIX's 13.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSNGX JPMorgan Mid Cap Equity Fund | 6.32% | 6.15% | 8.60% | 0.50% | 2.81% | 7.63% | 11.65% | 8.60% | 12.95% | 5.79% | 3.37% | 5.15% |
OSGIX JPMorgan Mid Cap Growth Fund Class A | 13.59% | 12.31% | 18.67% | 0.00% | 0.98% | 10.97% | 12.80% | 8.61% | 8.45% | 7.36% | 0.05% | 6.01% |
Drawdowns
VSNGX vs. OSGIX - Drawdown Comparison
The maximum VSNGX drawdown since its inception was -54.50%, smaller than the maximum OSGIX drawdown of -57.79%. Use the drawdown chart below to compare losses from any high point for VSNGX and OSGIX.
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Drawdown Indicators
| VSNGX | OSGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.50% | -57.79% | +3.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -14.25% | +1.89% |
Max Drawdown (5Y)Largest decline over 5 years | -25.08% | -37.26% | +12.18% |
Max Drawdown (10Y)Largest decline over 10 years | -38.33% | -37.26% | -1.07% |
Current DrawdownCurrent decline from peak | -8.24% | -14.25% | +6.01% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -12.32% | +4.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 4.42% | -1.66% |
Volatility
VSNGX vs. OSGIX - Volatility Comparison
The current volatility for JPMorgan Mid Cap Equity Fund (VSNGX) is 4.42%, while JPMorgan Mid Cap Growth Fund Class A (OSGIX) has a volatility of 6.28%. This indicates that VSNGX 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
| VSNGX | OSGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.42% | 6.28% | -1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 9.18% | 13.19% | -4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.58% | 22.81% | -5.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.41% | 22.42% | -5.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.57% | 22.62% | -3.05% |