FCVIX vs. SEEGX
Compare and contrast key facts about Fidelity Advisor Small Cap Value Fund Class I (FCVIX) and JPMorgan Large Cap Growth Fund (SEEGX).
FCVIX is managed by Fidelity. It was launched on Nov 3, 2004. SEEGX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCVIX or SEEGX.
Key characteristics
| FCVIX | SEEGX | |
|---|---|---|
| YTD Return | 4.19% | 16.78% |
| 1Y Return | 22.41% | 40.21% |
| 3Y Return (Ann) | 3.52% | 10.71% |
| 5Y Return (Ann) | 12.20% | 19.74% |
| 10Y Return (Ann) | 9.71% | 17.47% |
| Sharpe Ratio | 1.38 | 2.49 |
| Daily Std Dev | 18.20% | 16.87% |
| Max Drawdown | -57.57% | -64.32% |
| Current Drawdown | -2.00% | -0.75% |
Correlation
The correlation between FCVIX and SEEGX 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.
Performance
FCVIX vs. SEEGX - Performance Comparison
In the year-to-date period, FCVIX achieves a 4.19% return, which is significantly lower than SEEGX's 16.78% return. Over the past 10 years, FCVIX has underperformed SEEGX with an annualized return of 9.71%, while SEEGX has yielded a comparatively higher 17.47% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCVIX vs. SEEGX - Expense Ratio Comparison
FCVIX has a 0.99% expense ratio, which is higher than SEEGX's 0.69% expense ratio.
Risk-Adjusted Performance
FCVIX vs. SEEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Value Fund Class I (FCVIX) and JPMorgan Large Cap Growth Fund (SEEGX). 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.
Dividends
FCVIX vs. SEEGX - Dividend Comparison
FCVIX's dividend yield for the trailing twelve months is around 4.98%, more than SEEGX's 0.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCVIX Fidelity Advisor Small Cap Value Fund Class I | 4.98% | 5.19% | 5.92% | 7.96% | 0.48% | 3.49% | 36.90% | 3.65% | 7.15% | 12.31% | 12.63% | 10.25% |
SEEGX JPMorgan Large Cap Growth Fund | 0.11% | 0.12% | 3.42% | 14.92% | 5.27% | 12.85% | 15.97% | 14.79% | 9.88% | 4.49% | 1.79% | 0.00% |
Drawdowns
FCVIX vs. SEEGX - Drawdown Comparison
The maximum FCVIX drawdown since its inception was -57.57%, smaller than the maximum SEEGX drawdown of -64.32%. Use the drawdown chart below to compare losses from any high point for FCVIX and SEEGX. For additional features, visit the drawdowns tool.
Volatility
FCVIX vs. SEEGX - Volatility Comparison
The current volatility for Fidelity Advisor Small Cap Value Fund Class I (FCVIX) is 4.11%, while JPMorgan Large Cap Growth Fund (SEEGX) has a volatility of 5.69%. This indicates that FCVIX experiences smaller price fluctuations and is considered to be less risky than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.