FINSX vs. SEEGX

In the year-to-date period, FINSX achieves a 2.45% return, which is significantly higher than SEEGX's -1.20% return. Over the past 10 years, FINSX has outperformed SEEGX with an annualized return of 13.03%, while SEEGX has yielded a comparatively lower 7.75% annualized return.

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FINSX has a 0.68% expense ratio, which is lower than SEEGX's 0.69% expense ratio.

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.

The current FINSX Sharpe Ratio is 0.73, which is higher than the SEEGX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of FINSX and SEEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FINSX's dividend yield for the trailing twelve months is around 0.02%, while SEEGX has not paid dividends to shareholders.

The maximum FINSX drawdown since its inception was -49.22%, 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.

Fidelity Advisor New Insights Fund Class I (FINSX) has a higher volatility of 5.06% compared to JPMorgan Large Cap Growth Fund (SEEGX) at 4.81%. 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.