VSNGX vs. SMCWX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund (VSNGX) and American Funds SMALLCAP World Fund Class A (SMCWX).
VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
VSNGX vs. SMCWX - Performance Comparison
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VSNGX vs. SMCWX - 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% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, VSNGX achieves a -0.28% return, which is significantly higher than SMCWX's -1.05% return. Over the past 10 years, VSNGX has outperformed SMCWX with an annualized return of 11.00%, while SMCWX has yielded a comparatively lower 9.04% annualized return.
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%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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VSNGX vs. SMCWX - Expense Ratio Comparison
VSNGX has a 0.89% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
VSNGX vs. SMCWX — Risk / Return Rank
VSNGX
SMCWX
VSNGX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund (VSNGX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.17 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.72 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.66 | -0.76 |
Martin ratioReturn relative to average drawdown | 4.00 | 6.37 | -2.38 |
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 | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.17 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.01 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.51 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.57 | -0.04 |
Correlation
The correlation between VSNGX and SMCWX is 0.87, 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. SMCWX - Dividend Comparison
VSNGX's dividend yield for the trailing twelve months is around 6.17%, more than SMCWX's 4.90% 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% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
VSNGX vs. SMCWX - Drawdown Comparison
The maximum VSNGX drawdown since its inception was -54.50%, smaller than the maximum SMCWX drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for VSNGX and SMCWX.
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Drawdown Indicators
| VSNGX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.50% | -62.46% | +7.96% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -11.83% | -0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -25.08% | -39.79% | +14.71% |
Max Drawdown (10Y)Largest decline over 10 years | -38.33% | -39.79% | +1.46% |
Current DrawdownCurrent decline from peak | -6.04% | -10.12% | +4.08% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -14.98% | +7.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 3.08% | -0.29% |
Volatility
VSNGX vs. SMCWX - Volatility Comparison
The current volatility for JPMorgan Mid Cap Equity Fund (VSNGX) is 5.20%, while American Funds SMALLCAP World Fund Class A (SMCWX) has a volatility of 7.62%. This indicates that VSNGX experiences smaller price fluctuations and is considered to be less risky than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSNGX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 7.62% | -2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 11.82% | -2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 17.93% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 18.05% | -0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.58% | 17.76% | +1.82% |