FHAPX vs. JLGMX
Compare and contrast key facts about Fidelity Freedom Blend 2050 Fund (FHAPX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
FHAPX is managed by Fidelity. It was launched on Aug 31, 2018. 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.
Performance
FHAPX vs. JLGMX - Performance Comparison
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FHAPX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHAPX Fidelity Freedom Blend 2050 Fund | -3.62% | 22.63% | 16.27% | 20.48% | -19.04% | 16.29% | 17.82% | 26.35% | -15.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -11.56% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | -17.76% |
Returns By Period
In the year-to-date period, FHAPX achieves a -3.62% return, which is significantly higher than JLGMX's -11.56% return.
FHAPX
- 1D
- -0.35%
- 1M
- -9.04%
- YTD
- -3.62%
- 6M
- -0.34%
- 1Y
- 18.28%
- 3Y*
- 15.61%
- 5Y*
- 8.19%
- 10Y*
- —
JLGMX
- 1D
- -0.64%
- 1M
- -8.17%
- YTD
- -11.56%
- 6M
- -13.17%
- 1Y
- 9.63%
- 3Y*
- 19.18%
- 5Y*
- 10.29%
- 10Y*
- 17.84%
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FHAPX vs. JLGMX - Expense Ratio Comparison
FHAPX has a 0.49% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
FHAPX vs. JLGMX — Risk / Return Rank
FHAPX
JLGMX
FHAPX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2050 Fund (FHAPX) 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.
| FHAPX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.47 | +0.67 |
Sortino ratioReturn per unit of downside risk | 1.65 | 0.82 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.11 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 0.42 | +1.03 |
Martin ratioReturn relative to average drawdown | 6.58 | 1.30 | +5.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FHAPX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.47 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.51 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.83 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.78 | -0.22 |
Correlation
The correlation between FHAPX and JLGMX is 0.85, 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.
Dividends
FHAPX vs. JLGMX - Dividend Comparison
FHAPX's dividend yield for the trailing twelve months is around 2.56%, less than JLGMX's 12.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHAPX Fidelity Freedom Blend 2050 Fund | 2.56% | 2.47% | 4.84% | 1.86% | 6.21% | 8.52% | 4.82% | 3.28% | 0.00% | 0.00% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.48% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
FHAPX vs. JLGMX - Drawdown Comparison
The maximum FHAPX drawdown since its inception was -31.30%, roughly equal to the maximum JLGMX drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for FHAPX and JLGMX.
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Drawdown Indicators
| FHAPX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.30% | -31.82% | +0.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.35% | -16.73% | +5.38% |
Max Drawdown (5Y)Largest decline over 5 years | -27.81% | -31.13% | +3.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.82% | — |
Current DrawdownCurrent decline from peak | -9.62% | -16.73% | +7.11% |
Average DrawdownAverage peak-to-trough decline | -6.23% | -5.82% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 5.44% | -2.95% |
Volatility
FHAPX vs. JLGMX - Volatility Comparison
Fidelity Freedom Blend 2050 Fund (FHAPX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX) have volatilities of 5.44% and 5.22%, 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.
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Volatility by Period
| FHAPX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.44% | 5.22% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.40% | 12.06% | -2.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.95% | 20.90% | -4.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.92% | 20.21% | -5.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 21.52% | -4.59% |