FDEGX vs. VSNGX
FDEGX (Fidelity Growth Strategies Fund) and VSNGX (JPMorgan Mid Cap Equity Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, FDEGX returned 11.32%/yr vs 11.75%/yr for VSNGX. Their correlation of 0.89 means they have usually moved in the same direction. FDEGX charges 0.69%/yr vs 0.89%/yr for VSNGX.
Performance
FDEGX vs. VSNGX - Performance Comparison
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Returns By Period
In the year-to-date period, FDEGX achieves a 4.13% return, which is significantly lower than VSNGX's 10.11% return. Both investments have delivered pretty close results over the past 10 years, with FDEGX having a 11.32% annualized return and VSNGX not far ahead at 11.75%.
FDEGX
- 1D
- 0.48%
- 1M
- -6.20%
- 6M
- 3.37%
- YTD
- 4.13%
- 1Y
- -5.01%
- 3Y*
- 11.67%
- 5Y*
- 4.78%
- 10Y*
- 11.32%
- ALL TIME*
- 9.44%
VSNGX
- 1D
- -0.26%
- 1M
- -0.60%
- 6M
- 6.96%
- YTD
- 10.11%
- 1Y
- 13.26%
- 3Y*
- 13.05%
- 5Y*
- 7.04%
- 10Y*
- 11.75%
- ALL TIME*
- 10.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FDEGX vs. VSNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEGX Fidelity Growth Strategies Fund | 4.13% | 2.88% | 26.57% | 20.93% | -26.50% | 21.30% | 29.34% | 36.59% | -6.92% | 21.03% |
VSNGX JPMorgan Mid Cap Equity Fund | 10.11% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -8.20% | 21.35% |
Correlation
The correlation between FDEGX and VSNGX is 0.80, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1996 | 0.89 |
The correlation between FDEGX and VSNGX has been stable across timeframes, ranging from 0.80 to 0.89 - a consistent structural relationship.
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Return for Risk
FDEGX vs. VSNGX — Risk / Return Rank
FDEGX
VSNGX
FDEGX vs. VSNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund (FDEGX) and JPMorgan Mid Cap Equity Fund (VSNGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FDEGX | VSNGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.25 | ||
| Sortino ratioReturn per unit of downside risk | -1.71 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.17 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.33 | 1.47 | -1.80 |
| Martin ratioReturn relative to average drawdown | -0.80 | 5.50 | -6.31 |
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Drawdowns
FDEGX vs. VSNGX - Drawdown Comparison
The maximum FDEGX drawdown since its inception was -85.96%, which is greater than VSNGX's maximum drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for FDEGX and VSNGX.
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Drawdown Indicators
| FDEGX | VSNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.96% | -54.50% | -31.46% |
Max Drawdown (1Y)Largest decline over 1 year | -20.45% | -8.24% | -12.21% |
Max Drawdown (3Y)Largest decline over 3 years | -26.04% | -18.96% | -7.08% |
Max Drawdown (5Y)Largest decline over 5 years | -36.62% | -25.08% | -11.54% |
Max Drawdown (10Y)Largest decline over 10 years | -36.62% | -38.33% | +1.71% |
Current DrawdownCurrent decline from peak | -10.69% | -0.99% | -9.70% |
Average DrawdownAverage peak-to-trough decline | -36.68% | -7.40% | -29.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.45% | 2.20% | +6.25% |
Volatility
FDEGX vs. VSNGX - Volatility Comparison
Fidelity Growth Strategies Fund (FDEGX) has a higher volatility of 7.75% compared to JPMorgan Mid Cap Equity Fund (VSNGX) at 2.59%. This indicates that FDEGX's price experiences larger fluctuations and is considered to be riskier than VSNGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDEGX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 2.59% | +5.16% |
Volatility (6M)Calculated over the trailing 6-month period | 18.44% | 9.36% | +9.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.04% | 12.59% | +11.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.73% | 17.37% | +6.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.23% | 19.52% | +2.71% |
FDEGX vs. VSNGX - Expense Ratio Comparison
FDEGX has a 0.69% expense ratio, which is lower than VSNGX's 0.89% expense ratio.
Dividends
FDEGX vs. VSNGX - Dividend Comparison
FDEGX has not paid dividends to shareholders, while VSNGX's dividend yield for the trailing twelve months is around 5.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEGX Fidelity Growth Strategies Fund | 0.00% | 0.00% | 7.89% | 0.05% | 0.00% | 14.15% | 8.37% | 3.65% | 0.75% | 0.05% | 0.59% | 0.13% |
VSNGX JPMorgan Mid Cap Equity Fund | 5.59% | 6.15% | 8.60% | 0.50% | 2.81% | 7.63% | 11.65% | 8.60% | 12.95% | 5.79% | 3.37% | 5.15% |
Frequently Asked Questions
FDEGX and VSNGX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FDEGX has higher volatility (7.75%) compared to VSNGX (2.59%). In terms of maximum drawdown, FDEGX dropped -85.96% vs VSNGX's -54.50%.
VSNGX currently has the higher Sharpe Ratio (0.97 vs -0.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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