WOOPX vs. KMVAX
Compare and contrast key facts about JPMorgan SMID Cap Equity Fund (WOOPX) and Kirr Marbach Partners Value Fund (KMVAX).
WOOPX is managed by JPMorgan. It was launched on May 31, 1991. KMVAX is managed by Kirr Marbach Partners. It was launched on Dec 31, 1998.
Performance
WOOPX vs. KMVAX - Performance Comparison
Loading graphics...
WOOPX vs. KMVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WOOPX JPMorgan SMID Cap Equity Fund | -2.26% | -2.61% | 11.33% | 13.31% | -18.98% | 23.19% | 10.20% | 26.22% | -11.49% | 16.94% |
KMVAX Kirr Marbach Partners Value Fund | 1.97% | 14.44% | 27.82% | 20.42% | -16.01% | 28.83% | 2.96% | 27.03% | -19.72% | 16.12% |
Returns By Period
In the year-to-date period, WOOPX achieves a -2.26% return, which is significantly lower than KMVAX's 1.97% return. Over the past 10 years, WOOPX has underperformed KMVAX with an annualized return of 6.59%, while KMVAX has yielded a comparatively higher 10.26% annualized return.
WOOPX
- 1D
- 2.89%
- 1M
- -7.13%
- YTD
- -2.26%
- 6M
- -2.33%
- 1Y
- -0.22%
- 3Y*
- 5.28%
- 5Y*
- 1.94%
- 10Y*
- 6.59%
KMVAX
- 1D
- 3.26%
- 1M
- -6.04%
- YTD
- 1.97%
- 6M
- -2.72%
- 1Y
- 23.05%
- 3Y*
- 18.99%
- 5Y*
- 11.56%
- 10Y*
- 10.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WOOPX vs. KMVAX - Expense Ratio Comparison
WOOPX has a 0.84% expense ratio, which is lower than KMVAX's 1.45% expense ratio.
Return for Risk
WOOPX vs. KMVAX — Risk / Return Rank
WOOPX
KMVAX
WOOPX vs. KMVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SMID Cap Equity Fund (WOOPX) and Kirr Marbach Partners Value Fund (KMVAX). 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.
| WOOPX | KMVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 1.20 | -1.19 |
Sortino ratioReturn per unit of downside risk | 0.17 | 1.79 | -1.62 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.25 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 2.17 | -2.13 |
Martin ratioReturn relative to average drawdown | 0.11 | 6.23 | -6.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WOOPX | KMVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 1.20 | -1.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.63 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.51 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.40 | +0.05 |
Correlation
The correlation between WOOPX and KMVAX 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
WOOPX vs. KMVAX - Dividend Comparison
WOOPX's dividend yield for the trailing twelve months is around 7.15%, more than KMVAX's 5.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOOPX JPMorgan SMID Cap Equity Fund | 7.15% | 6.98% | 1.62% | 0.49% | 12.28% | 20.40% | 3.88% | 11.31% | 26.09% | 7.74% | 0.72% | 9.47% |
KMVAX Kirr Marbach Partners Value Fund | 5.19% | 5.30% | 7.58% | 3.35% | 3.57% | 3.72% | 1.35% | 2.11% | 9.38% | 6.87% | 5.64% | 0.34% |
Drawdowns
WOOPX vs. KMVAX - Drawdown Comparison
The maximum WOOPX drawdown since its inception was -58.15%, smaller than the maximum KMVAX drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for WOOPX and KMVAX.
Loading graphics...
Drawdown Indicators
| WOOPX | KMVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -65.81% | +7.66% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -11.33% | -2.65% |
Max Drawdown (5Y)Largest decline over 5 years | -24.94% | -24.84% | -0.10% |
Max Drawdown (10Y)Largest decline over 10 years | -41.30% | -45.41% | +4.11% |
Current DrawdownCurrent decline from peak | -12.30% | -6.82% | -5.48% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -10.04% | +1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 3.95% | +0.95% |
Volatility
WOOPX vs. KMVAX - Volatility Comparison
JPMorgan SMID Cap Equity Fund (WOOPX) and Kirr Marbach Partners Value Fund (KMVAX) have volatilities of 6.32% and 6.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WOOPX | KMVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 6.55% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.11% | 12.31% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 20.21% | +1.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.77% | 18.30% | +0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.15% | 20.10% | +0.05% |