FDESX vs. JPGSX
Compare and contrast key facts about Fidelity Advisor Diversified Stock Fund Class O (FDESX) and JPMorgan U.S. GARP Equity Fund (JPGSX).
FDESX is managed by Fidelity. It was launched on Jul 10, 1970. JPGSX is managed by JPMorgan Chase. It was launched on Feb 28, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDESX or JPGSX.
Key characteristics
| FDESX | JPGSX | |
|---|---|---|
| YTD Return | 23.28% | 25.94% |
| 1Y Return | 35.10% | 40.70% |
| 3Y Return (Ann) | 11.50% | 12.67% |
| 5Y Return (Ann) | 17.56% | 18.77% |
| 10Y Return (Ann) | 12.51% | 14.94% |
| Sharpe Ratio | 2.16 | 2.35 |
| Daily Std Dev | 15.44% | 16.62% |
| Max Drawdown | -62.74% | -52.42% |
| Current Drawdown | -0.35% | -1.15% |
Correlation
The correlation between FDESX and JPGSX is 0.94, 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
FDESX vs. JPGSX - Performance Comparison
In the year-to-date period, FDESX achieves a 23.28% return, which is significantly lower than JPGSX's 25.94% return. Over the past 10 years, FDESX has underperformed JPGSX with an annualized return of 12.51%, while JPGSX has yielded a comparatively higher 14.94% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDESX vs. JPGSX - Expense Ratio Comparison
FDESX has a 0.45% expense ratio, which is lower than JPGSX's 0.59% expense ratio.
Risk-Adjusted Performance
FDESX vs. JPGSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class O (FDESX) and JPMorgan U.S. GARP Equity Fund (JPGSX). 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
FDESX vs. JPGSX - Dividend Comparison
FDESX's dividend yield for the trailing twelve months is around 2.88%, more than JPGSX's 0.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDESX Fidelity Advisor Diversified Stock Fund Class O | 2.88% | 3.55% | 9.06% | 16.87% | 5.28% | 3.23% | 13.54% | 8.97% | 1.67% | 1.78% | 11.34% | 2.46% |
JPGSX JPMorgan U.S. GARP Equity Fund | 0.73% | 0.92% | 4.30% | 21.34% | 9.65% | 12.78% | 12.46% | 0.63% | 0.90% | 0.05% | 0.53% | 0.69% |
Drawdowns
FDESX vs. JPGSX - Drawdown Comparison
The maximum FDESX drawdown since its inception was -62.74%, which is greater than JPGSX's maximum drawdown of -52.42%. Use the drawdown chart below to compare losses from any high point for FDESX and JPGSX. For additional features, visit the drawdowns tool.
Volatility
FDESX vs. JPGSX - Volatility Comparison
The current volatility for Fidelity Advisor Diversified Stock Fund Class O (FDESX) is 4.99%, while JPMorgan U.S. GARP Equity Fund (JPGSX) has a volatility of 5.77%. This indicates that FDESX experiences smaller price fluctuations and is considered to be less risky than JPGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.