FNCMX vs. JLPSX
Compare and contrast key facts about Fidelity NASDAQ Composite Index Fund (FNCMX) and JPMorgan U.S. Large Cap Core Plus Fund (JLPSX).
FNCMX is managed by Fidelity. JLPSX is managed by JPMorgan. It was launched on Nov 1, 2005.
Performance
FNCMX vs. JLPSX - Performance Comparison
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FNCMX vs. JLPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNCMX Fidelity NASDAQ Composite Index Fund | -6.99% | 21.11% | 29.48% | 45.13% | -32.40% | 22.21% | 44.57% | 36.63% | -3.07% | 28.35% |
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | -6.67% | 14.83% | 37.27% | 29.98% | -18.34% | 28.75% | 26.10% | 29.96% | -7.15% | 21.43% |
Returns By Period
The year-to-date returns for both investments are quite close, with FNCMX having a -6.99% return and JLPSX slightly higher at -6.67%. Over the past 10 years, FNCMX has outperformed JLPSX with an annualized return of 16.86%, while JLPSX has yielded a comparatively lower 15.26% annualized return.
FNCMX
- 1D
- 3.83%
- 1M
- -5.04%
- YTD
- -6.99%
- 6M
- -4.89%
- 1Y
- 24.46%
- 3Y*
- 21.83%
- 5Y*
- 10.80%
- 10Y*
- 16.86%
JLPSX
- 1D
- 3.05%
- 1M
- -5.34%
- YTD
- -6.67%
- 6M
- -4.59%
- 1Y
- 12.84%
- 3Y*
- 21.12%
- 5Y*
- 13.31%
- 10Y*
- 15.26%
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FNCMX vs. JLPSX - Expense Ratio Comparison
FNCMX has a 0.29% expense ratio, which is lower than JLPSX's 1.45% expense ratio.
Return for Risk
FNCMX vs. JLPSX — Risk / Return Rank
FNCMX
JLPSX
FNCMX vs. JLPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity NASDAQ Composite Index Fund (FNCMX) and JPMorgan U.S. Large Cap Core Plus Fund (JLPSX). 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.
| FNCMX | JLPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 0.73 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.16 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.17 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.18 | +0.73 |
Martin ratioReturn relative to average drawdown | 7.03 | 4.57 | +2.47 |
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
| FNCMX | JLPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 0.73 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.76 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.68 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.56 | -0.03 |
Correlation
The correlation between FNCMX and JLPSX is 0.92, 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
FNCMX vs. JLPSX - Dividend Comparison
FNCMX's dividend yield for the trailing twelve months is around 0.55%, less than JLPSX's 3.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNCMX Fidelity NASDAQ Composite Index Fund | 0.55% | 0.51% | 0.61% | 0.67% | 0.88% | 0.47% | 0.67% | 4.41% | 1.93% | 0.03% | 1.01% | 1.50% |
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | 3.19% | 2.98% | 12.87% | 11.67% | 32.43% | 28.14% | 28.69% | 22.82% | 17.84% | 13.85% | 4.73% | 9.24% |
Drawdowns
FNCMX vs. JLPSX - Drawdown Comparison
The maximum FNCMX drawdown since its inception was -55.08%, which is greater than JLPSX's maximum drawdown of -51.33%. Use the drawdown chart below to compare losses from any high point for FNCMX and JLPSX.
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Drawdown Indicators
| FNCMX | JLPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.08% | -51.33% | -3.75% |
Max Drawdown (1Y)Largest decline over 1 year | -13.25% | -11.71% | -1.54% |
Max Drawdown (5Y)Largest decline over 5 years | -35.64% | -25.68% | -9.96% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -35.09% | -0.55% |
Current DrawdownCurrent decline from peak | -9.68% | -8.35% | -1.33% |
Average DrawdownAverage peak-to-trough decline | -7.91% | -7.00% | -0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 3.03% | +0.58% |
Volatility
FNCMX vs. JLPSX - Volatility Comparison
Fidelity NASDAQ Composite Index Fund (FNCMX) has a higher volatility of 6.98% compared to JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) at 5.82%. This indicates that FNCMX's price experiences larger fluctuations and is considered to be riskier than JLPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNCMX | JLPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.98% | 5.82% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 13.04% | 9.81% | +3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.31% | 18.41% | +4.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.47% | 17.60% | +4.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.01% | 22.40% | -0.39% |