FAEGX vs. JLGMX
Compare and contrast key facts about Fidelity Advisor Equity Growth Fund Class M (FAEGX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
FAEGX is managed by Fidelity. It was launched on Sep 10, 1992. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Performance
FAEGX vs. JLGMX - Performance Comparison
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FAEGX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FAEGX Fidelity Advisor Equity Growth Fund Class M | -5.52% | 13.98% | 14.72% | 34.88% | -24.83% | 22.39% | 43.02% | 33.25% | -0.19% | 34.52% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 38.41% |
Returns By Period
In the year-to-date period, FAEGX achieves a -5.52% return, which is significantly higher than JLGMX's -8.48% return. Over the past 10 years, FAEGX has underperformed JLGMX with an annualized return of 15.08%, while JLGMX has yielded a comparatively higher 18.24% annualized return.
FAEGX
- 1D
- 4.29%
- 1M
- -5.39%
- YTD
- -5.52%
- 6M
- -5.14%
- 1Y
- 16.86%
- 3Y*
- 14.86%
- 5Y*
- 7.94%
- 10Y*
- 15.08%
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
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FAEGX vs. JLGMX - Expense Ratio Comparison
FAEGX has a 1.21% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
FAEGX vs. JLGMX — Risk / Return Rank
FAEGX
JLGMX
FAEGX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Equity Growth Fund Class M (FAEGX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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.
| FAEGX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.64 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.05 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.15 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 0.81 | +0.55 |
Martin ratioReturn relative to average drawdown | 4.71 | 2.47 | +2.24 |
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
| FAEGX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.64 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.53 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.85 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.80 | -0.28 |
Correlation
The correlation between FAEGX and JLGMX is 0.96, 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
FAEGX vs. JLGMX - Dividend Comparison
FAEGX's dividend yield for the trailing twelve months is around 0.69%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAEGX Fidelity Advisor Equity Growth Fund Class M | 0.69% | 0.65% | 0.00% | 0.58% | 2.34% | 13.01% | 12.18% | 9.80% | 7.24% | 12.32% | 6.48% | 2.40% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
FAEGX vs. JLGMX - Drawdown Comparison
The maximum FAEGX drawdown since its inception was -63.85%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for FAEGX and JLGMX.
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Drawdown Indicators
| FAEGX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.85% | -31.82% | -32.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.79% | -16.73% | +3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -31.02% | -31.13% | +0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -31.16% | -31.82% | +0.66% |
Current DrawdownCurrent decline from peak | -9.01% | -13.83% | +4.82% |
Average DrawdownAverage peak-to-trough decline | -16.23% | -5.82% | -10.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 5.51% | -1.82% |
Volatility
FAEGX vs. JLGMX - Volatility Comparison
Fidelity Advisor Equity Growth Fund Class M (FAEGX) has a higher volatility of 7.78% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 6.48%. This indicates that FAEGX's price experiences larger fluctuations and is considered to be riskier than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAEGX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 6.48% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 13.35% | 12.54% | +0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.85% | 21.14% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.80% | 20.25% | +0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.80% | 21.54% | -0.74% |