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.
Correlation
The correlation between FDESX and JPGSX is 0.93, 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
Key characteristics
FDESX:
0.65
JPGSX:
1.45
FDESX:
0.89
JPGSX:
1.91
FDESX:
1.15
JPGSX:
1.27
FDESX:
0.80
JPGSX:
1.25
FDESX:
3.52
JPGSX:
7.60
FDESX:
3.50%
JPGSX:
3.38%
FDESX:
18.81%
JPGSX:
17.71%
FDESX:
-62.74%
JPGSX:
-53.17%
FDESX:
-15.45%
JPGSX:
-9.08%
Returns By Period
Over the past 10 years, FDESX has outperformed JPGSX with an annualized return of 11.00%, while JPGSX has yielded a comparatively lower 8.42% annualized return.
FDESX
0.00%
-14.22%
-6.72%
12.32%
13.35%
11.00%
JPGSX
0.00%
-6.15%
1.43%
25.68%
9.20%
8.42%
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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
Neither FDESX nor JPGSX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Advisor Diversified Stock Fund Class O | 0.00% | 0.57% | 0.87% | 0.59% | 0.52% | 0.82% | 0.82% | 1.36% | 1.63% | 1.78% | 11.34% |
JPMorgan U.S. GARP Equity Fund | 0.00% | 0.31% | 0.30% | 0.17% | 1.01% | 0.82% | 0.93% | 0.63% | 0.90% | 0.05% | 0.53% |
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 -53.17%. 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
Fidelity Advisor Diversified Stock Fund Class O (FDESX) has a higher volatility of 12.38% compared to JPMorgan U.S. GARP Equity Fund (JPGSX) at 7.73%. This indicates that FDESX's price experiences larger fluctuations and is considered to be riskier than JPGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.