VSNGX vs. WWNPX
Compare and contrast key facts about JPMorgan Mid Cap Equity Fund (VSNGX) and Kinetics Paradigm Fund (WWNPX).
VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996. WWNPX is managed by Kinetics. It was launched on Dec 31, 1999.
Performance
VSNGX vs. WWNPX - Performance Comparison
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VSNGX vs. WWNPX - 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% |
WWNPX Kinetics Paradigm Fund | 38.76% | -14.61% | 88.34% | -16.97% | 29.18% | 38.14% | 3.38% | 30.47% | -5.24% | 28.41% |
Returns By Period
In the year-to-date period, VSNGX achieves a -0.28% return, which is significantly lower than WWNPX's 38.76% return. Over the past 10 years, VSNGX has underperformed WWNPX with an annualized return of 11.00%, while WWNPX has yielded a comparatively higher 20.72% 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%
WWNPX
- 1D
- 1.54%
- 1M
- -9.22%
- YTD
- 38.76%
- 6M
- 23.34%
- 1Y
- 3.39%
- 3Y*
- 30.92%
- 5Y*
- 16.21%
- 10Y*
- 20.72%
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VSNGX vs. WWNPX - Expense Ratio Comparison
VSNGX has a 0.89% expense ratio, which is lower than WWNPX's 1.64% expense ratio.
Return for Risk
VSNGX vs. WWNPX — Risk / Return Rank
VSNGX
WWNPX
VSNGX vs. WWNPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mid Cap Equity Fund (VSNGX) and Kinetics Paradigm Fund (WWNPX). 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 | WWNPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.15 | +0.46 |
Sortino ratioReturn per unit of downside risk | 0.99 | 0.46 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.06 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 0.20 | +0.70 |
Martin ratioReturn relative to average drawdown | 4.00 | 0.32 | +3.67 |
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 | WWNPX | 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 | 0.50 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.74 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.55 | -0.03 |
Correlation
The correlation between VSNGX and WWNPX is 0.72, 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. WWNPX - Dividend Comparison
VSNGX's dividend yield for the trailing twelve months is around 6.17%, more than WWNPX's 5.92% 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% |
WWNPX Kinetics Paradigm Fund | 5.92% | 8.21% | 2.95% | 5.65% | 2.00% | 1.67% | 2.15% | 1.00% | 10.44% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSNGX vs. WWNPX - Drawdown Comparison
The maximum VSNGX drawdown since its inception was -54.50%, smaller than the maximum WWNPX drawdown of -67.87%. Use the drawdown chart below to compare losses from any high point for VSNGX and WWNPX.
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Drawdown Indicators
| VSNGX | WWNPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.50% | -67.87% | +13.37% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -32.61% | +20.25% |
Max Drawdown (5Y)Largest decline over 5 years | -25.08% | -41.13% | +16.05% |
Max Drawdown (10Y)Largest decline over 10 years | -38.33% | -43.51% | +5.18% |
Current DrawdownCurrent decline from peak | -6.04% | -15.90% | +9.86% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -13.85% | +6.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 20.16% | -17.37% |
Volatility
VSNGX vs. WWNPX - Volatility Comparison
The current volatility for JPMorgan Mid Cap Equity Fund (VSNGX) is 5.20%, while Kinetics Paradigm Fund (WWNPX) has a volatility of 9.22%. This indicates that VSNGX experiences smaller price fluctuations and is considered to be less risky than WWNPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSNGX | WWNPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.20% | 9.22% | -4.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 24.58% | -15.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 36.48% | -18.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.44% | 32.56% | -15.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.58% | 28.17% | -8.59% |