FGDKX vs. JGVVX

In the year-to-date period, FGDKX achieves a -1.54% return, which is significantly higher than JGVVX's -2.40% return. Both investments have delivered pretty close results over the past 10 years, with FGDKX having a 15.71% annualized return and JGVVX not far ahead at 16.10%.

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FGDKX has a 0.68% expense ratio, which is higher than JGVVX's 0.55% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Discovery Fund Class K (FGDKX) and JPMorgan Growth Advantage Fund (JGVVX). 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 FGDKX Sharpe Ratio is 0.49, which is comparable to the JGVVX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of FGDKX and JGVVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither FGDKX nor JGVVX has paid dividends to shareholders.

The maximum FGDKX drawdown since its inception was -55.39%, which is greater than JGVVX's maximum drawdown of -34.92%. Use the drawdown chart below to compare losses from any high point for FGDKX and JGVVX. For additional features, visit the drawdowns tool.

Fidelity Growth Discovery Fund Class K (FGDKX) and JPMorgan Growth Advantage Fund (JGVVX) have volatilities of 7.47% and 7.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.