WOOPX vs. MISIX
Compare and contrast key facts about JPMorgan SMID Cap Equity Fund (WOOPX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
WOOPX is managed by JPMorgan. It was launched on May 31, 1991. MISIX is managed by Victory.
Performance
WOOPX vs. MISIX - Performance Comparison
Loading graphics...
WOOPX vs. MISIX - 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 2.72% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, WOOPX achieves a -2.26% return, which is significantly lower than MISIX's 2.72% return. Over the past 10 years, WOOPX has underperformed MISIX with an annualized return of 6.59%, while MISIX has yielded a comparatively higher 9.62% 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%
MISIX
- 1D
- 3.45%
- 1M
- -9.81%
- YTD
- 2.72%
- 6M
- 8.14%
- 1Y
- 38.23%
- 3Y*
- 18.09%
- 5Y*
- 7.46%
- 10Y*
- 9.62%
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. MISIX - Expense Ratio Comparison
WOOPX has a 0.84% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
WOOPX vs. MISIX — Risk / Return Rank
WOOPX
MISIX
WOOPX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan SMID Cap Equity Fund (WOOPX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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 | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 2.29 | -2.29 |
Sortino ratioReturn per unit of downside risk | 0.17 | 2.93 | -2.77 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.45 | -0.43 |
Calmar ratioReturn relative to maximum drawdown | 0.04 | 2.68 | -2.64 |
Martin ratioReturn relative to average drawdown | 0.11 | 11.58 | -11.47 |
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 | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 2.29 | -2.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.42 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.54 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.32 | +0.13 |
Correlation
The correlation between WOOPX and MISIX is 0.73, 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. MISIX - Dividend Comparison
WOOPX's dividend yield for the trailing twelve months is around 7.15%, more than MISIX's 5.89% 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 5.89% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
WOOPX vs. MISIX - Drawdown Comparison
The maximum WOOPX drawdown since its inception was -58.15%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for WOOPX and MISIX.
Loading graphics...
Drawdown Indicators
| WOOPX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.15% | -67.61% | +9.46% |
Max Drawdown (1Y)Largest decline over 1 year | -13.98% | -13.84% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -24.94% | -37.69% | +12.75% |
Max Drawdown (10Y)Largest decline over 10 years | -41.30% | -41.82% | +0.52% |
Current DrawdownCurrent decline from peak | -12.30% | -10.87% | -1.43% |
Average DrawdownAverage peak-to-trough decline | -8.22% | -16.99% | +8.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.90% | 3.20% | +1.70% |
Volatility
WOOPX vs. MISIX - Volatility Comparison
The current volatility for JPMorgan SMID Cap Equity Fund (WOOPX) is 6.32%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 7.91%. This indicates that WOOPX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WOOPX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 7.91% | -1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 12.11% | 11.79% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.28% | 16.91% | +4.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.77% | 17.75% | +1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.15% | 17.82% | +2.33% |