Correlation
The correlation between FFFLX and JLGMX is 0.90, 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.
FFFLX vs. JLGMX
Compare and contrast key facts about Fidelity Advisor Freedom 2050 Fund Class A (FFFLX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
FFFLX is managed by Fidelity. It was launched on Jun 1, 2006. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFFLX or JLGMX.
Performance
FFFLX vs. JLGMX - Performance Comparison
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Key characteristics
FFFLX:
0.75
JLGMX:
0.64
FFFLX:
1.02
JLGMX:
0.89
FFFLX:
1.14
JLGMX:
1.12
FFFLX:
0.71
JLGMX:
0.59
FFFLX:
3.05
JLGMX:
1.91
FFFLX:
3.54%
JLGMX:
6.63%
FFFLX:
16.43%
JLGMX:
23.91%
FFFLX:
-58.23%
JLGMX:
-31.82%
FFFLX:
-0.29%
JLGMX:
-4.71%
Returns By Period
In the year-to-date period, FFFLX achieves a 6.92% return, which is significantly higher than JLGMX's 0.30% return. Over the past 10 years, FFFLX has underperformed JLGMX with an annualized return of 8.60%, while JLGMX has yielded a comparatively higher 16.96% annualized return.
FFFLX
6.92%
5.66%
3.24%
12.25%
10.60%
11.91%
8.60%
JLGMX
0.30%
7.25%
-0.10%
15.20%
19.54%
17.21%
16.96%
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FFFLX vs. JLGMX - Expense Ratio Comparison
FFFLX has a 1.00% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
FFFLX vs. JLGMX — Risk-Adjusted Performance Rank
FFFLX
JLGMX
FFFLX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2050 Fund Class A (FFFLX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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.
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Dividends
FFFLX vs. JLGMX - Dividend Comparison
FFFLX's dividend yield for the trailing twelve months is around 5.71%, more than JLGMX's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFFLX Fidelity Advisor Freedom 2050 Fund Class A | 5.71% | 1.42% | 1.25% | 10.55% | 9.34% | 5.18% | 6.72% | 11.39% | 4.24% | 4.52% | 4.86% | 8.44% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 1.16% | 1.16% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% | 1.77% |
Drawdowns
FFFLX vs. JLGMX - Drawdown Comparison
The maximum FFFLX drawdown since its inception was -58.23%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for FFFLX and JLGMX.
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Volatility
FFFLX vs. JLGMX - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2050 Fund Class A (FFFLX) is 3.30%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 4.77%. This indicates that FFFLX experiences smaller price fluctuations and is considered to be less risky than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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