FINSX vs. SEEGX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and JPMorgan Large Cap Growth Fund (SEEGX).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. SEEGX is managed by JPMorgan Chase. It was launched on Feb 28, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINSX or SEEGX.
Correlation
The correlation between FINSX and SEEGX 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
FINSX vs. SEEGX - Performance Comparison
Key characteristics
FINSX:
1.36
SEEGX:
1.26
FINSX:
1.84
SEEGX:
1.72
FINSX:
1.25
SEEGX:
1.24
FINSX:
1.12
SEEGX:
1.79
FINSX:
6.40
SEEGX:
6.56
FINSX:
3.45%
SEEGX:
3.60%
FINSX:
16.30%
SEEGX:
18.83%
FINSX:
-49.23%
SEEGX:
-64.32%
FINSX:
-3.31%
SEEGX:
-0.81%
Returns By Period
In the year-to-date period, FINSX achieves a 5.30% return, which is significantly higher than SEEGX's 4.38% return. Over the past 10 years, FINSX has underperformed SEEGX with an annualized return of 5.56%, while SEEGX has yielded a comparatively higher 8.66% annualized return.
FINSX
5.30%
2.16%
6.86%
23.74%
6.46%
5.56%
SEEGX
4.38%
2.21%
10.33%
26.17%
13.35%
8.66%
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FINSX vs. SEEGX - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is lower than SEEGX's 0.69% expense ratio.
Risk-Adjusted Performance
FINSX vs. SEEGX — Risk-Adjusted Performance Rank
FINSX
SEEGX
FINSX vs. SEEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) and JPMorgan Large Cap Growth Fund (SEEGX). 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
FINSX vs. SEEGX - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 0.02%, while SEEGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 0.02% | 0.04% | 0.41% | 2.76% | 0.00% | 0.01% | 0.37% | 0.27% | 0.28% | 0.42% | 0.90% | 8.00% |
SEEGX JPMorgan Large Cap Growth Fund | 0.00% | 0.00% | 0.12% | 0.40% | 0.00% | 0.05% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FINSX vs. SEEGX - Drawdown Comparison
The maximum FINSX drawdown since its inception was -49.23%, smaller than the maximum SEEGX drawdown of -64.32%. Use the drawdown chart below to compare losses from any high point for FINSX and SEEGX. For additional features, visit the drawdowns tool.
Volatility
FINSX vs. SEEGX - Volatility Comparison
Fidelity Advisor New Insights Fund Class I (FINSX) has a higher volatility of 4.92% compared to JPMorgan Large Cap Growth Fund (SEEGX) at 4.65%. This indicates that FINSX's price experiences larger fluctuations and is considered to be riskier than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.