FDEGX vs. OLGAX

The year-to-date returns for both stocks are quite close, with FDEGX having a 32.80% return and OLGAX slightly lower at 32.57%. Over the past 10 years, FDEGX has outperformed OLGAX with an annualized return of 9.23%, while OLGAX has yielded a comparatively lower 8.42% annualized return.

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FDEGX has a 0.63% expense ratio, which is lower than OLGAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund (FDEGX) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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.

The current FDEGX Sharpe Ratio is 2.61, which is comparable to the OLGAX Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of FDEGX and OLGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDEGX's dividend yield for the trailing twelve months is around 0.04%, while OLGAX has not paid dividends to shareholders.

The maximum FDEGX drawdown since its inception was -85.76%, which is greater than OLGAX's maximum drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for FDEGX and OLGAX. For additional features, visit the drawdowns tool.

Fidelity Growth Strategies Fund (FDEGX) has a higher volatility of 6.75% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 5.24%. This indicates that FDEGX's price experiences larger fluctuations and is considered to be riskier than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.