Correlation
The correlation between VSNGX and OTCAX is 0.85, 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.
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 Chase. It was launched on Dec 31, 1996. OTCAX is managed by MFS. It was launched on Dec 1, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSNGX or OTCAX.
Performance
VSNGX vs. OTCAX - Performance Comparison
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Key characteristics
VSNGX:
0.45
OTCAX:
0.47
VSNGX:
0.71
OTCAX:
0.66
VSNGX:
1.10
OTCAX:
1.09
VSNGX:
0.16
OTCAX:
0.37
VSNGX:
1.24
OTCAX:
1.23
VSNGX:
6.23%
OTCAX:
6.59%
VSNGX:
18.86%
OTCAX:
21.89%
VSNGX:
-95.84%
OTCAX:
-73.07%
VSNGX:
-40.67%
OTCAX:
-4.88%
Returns By Period
In the year-to-date period, VSNGX achieves a -0.61% return, which is significantly lower than OTCAX's 2.63% return. Over the past 10 years, VSNGX has underperformed OTCAX with an annualized return of 9.21%, while OTCAX has yielded a comparatively higher 10.73% annualized return.
VSNGX
-0.61%
4.66%
-7.18%
7.49%
8.03%
11.76%
9.21%
OTCAX
2.63%
6.25%
-3.50%
10.18%
10.82%
8.45%
10.73%
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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.
Risk-Adjusted Performance
VSNGX vs. OTCAX — Risk-Adjusted Performance Rank
VSNGX
OTCAX
VSNGX vs. OTCAX - Risk-Adjusted Performance 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.
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Dividends
VSNGX vs. OTCAX - Dividend Comparison
VSNGX's dividend yield for the trailing twelve months is around 4.55%, less than OTCAX's 7.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSNGX JPMorgan Mid Cap Equity Fund | 4.55% | 4.52% | 0.50% | 2.81% | 7.63% | 11.65% | 8.59% | 12.95% | 5.80% | 3.37% | 5.15% | 4.84% |
OTCAX MFS Mid Cap Growth Fund | 7.60% | 7.80% | 0.00% | 0.00% | 3.64% | 0.83% | 0.87% | 4.70% | 8.80% | 5.67% | 2.84% | 7.09% |
Drawdowns
VSNGX vs. OTCAX - Drawdown Comparison
The maximum VSNGX drawdown since its inception was -95.84%, which is greater than OTCAX's maximum drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for VSNGX and OTCAX.
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Volatility
VSNGX vs. OTCAX - Volatility Comparison
JPMorgan Mid Cap Equity Fund (VSNGX) has a higher volatility of 4.92% compared to MFS Mid Cap Growth Fund (OTCAX) at 4.40%. This indicates that VSNGX's price experiences larger fluctuations and is considered to be riskier than OTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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