VSNGX vs. OTCAX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund (VSNGX) and MFS Mid Cap Growth Fund (OTCAX).
VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996. OTCAX is managed by MFS. It was launched on Dec 1, 1993.
Performance
VSNGX vs. OTCAX - Performance Comparison
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VSNGX vs. OTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
OTCAX MFS Mid Cap Growth Fund | -6.41% | 3.32% | 23.47% | 21.00% | -28.53% | 13.66% | 35.34% | 37.43% | 0.82% | 25.95% |
Returns By Period
In the year-to-date period, VSNGX achieves a -0.28% return, which is significantly higher than OTCAX's -6.41% return. Both investments have delivered pretty close results over the past 10 years, with VSNGX having a 11.00% annualized return and OTCAX not far ahead at 11.20%.
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%
OTCAX
- 1D
- 3.59%
- 1M
- -6.60%
- YTD
- -6.41%
- 6M
- -10.76%
- 1Y
- 2.30%
- 3Y*
- 10.38%
- 5Y*
- 3.37%
- 10Y*
- 11.20%
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VSNGX vs. OTCAX - Expense Ratio Comparison
VSNGX has a 0.89% expense ratio, which is lower than OTCAX's 1.00% expense ratio.
Return for Risk
VSNGX vs. OTCAX — Risk / Return Rank
VSNGX
OTCAX
VSNGX vs. OTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund (VSNGX) and MFS Mid Cap Growth Fund (OTCAX). 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 | OTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.15 | +0.46 |
Sortino ratioReturn per unit of downside risk | 0.99 | 0.35 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.05 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 0.18 | +0.72 |
Martin ratioReturn relative to average drawdown | 4.00 | 0.51 | +3.49 |
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 | OTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.15 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.17 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.56 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.37 | +0.15 |
Correlation
The correlation between VSNGX and OTCAX is 0.90, 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. OTCAX - Dividend Comparison
VSNGX's dividend yield for the trailing twelve months is around 6.17%, less than OTCAX's 17.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
OTCAX MFS Mid Cap Growth Fund | 17.91% | 16.76% | 15.59% | 0.00% | 0.00% | 3.64% | 0.83% | 0.86% | 4.70% | 8.80% | 5.67% | 2.84% |
Drawdowns
VSNGX vs. OTCAX - Drawdown Comparison
The maximum VSNGX drawdown since its inception was -54.50%, smaller than the maximum OTCAX drawdown of -74.39%. Use the drawdown chart below to compare losses from any high point for VSNGX and OTCAX.
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Drawdown Indicators
| VSNGX | OTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.50% | -74.39% | +19.89% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -16.46% | +4.10% |
Max Drawdown (5Y)Largest decline over 5 years | -25.08% | -36.85% | +11.77% |
Max Drawdown (10Y)Largest decline over 10 years | -38.33% | -36.85% | -1.48% |
Current DrawdownCurrent decline from peak | -6.04% | -13.46% | +7.42% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -23.21% | +15.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 5.84% | -3.05% |
Volatility
VSNGX vs. OTCAX - Volatility Comparison
The current volatility for JPMorgan Mid Cap Equity Fund (VSNGX) is 5.20%, while MFS Mid Cap Growth Fund (OTCAX) has a volatility of 7.09%. This indicates that VSNGX experiences smaller price fluctuations and is considered to be less risky than OTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSNGX | OTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 7.09% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 13.06% | -3.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 20.72% | -3.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 20.13% | -2.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.58% | 19.89% | -0.31% |