FNSDX vs. JLGMX
Compare and contrast key facts about Fidelity Freedom 2055 Fund Class K (FNSDX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
FNSDX is managed by Fidelity. It was launched on Jul 20, 2017. 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
FNSDX vs. JLGMX - Performance Comparison
Loading graphics...
FNSDX vs. JLGMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNSDX Fidelity Freedom 2055 Fund Class K | -0.48% | 23.81% | 14.18% | 20.65% | -18.23% | 16.65% | 18.34% | 25.58% | -8.85% | 7.42% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | -8.48% | 14.38% | 35.40% | 34.95% | -25.20% | 18.48% | 56.39% | 39.47% | 0.74% | 9.64% |
Returns By Period
In the year-to-date period, FNSDX achieves a -0.48% return, which is significantly higher than JLGMX's -8.48% return.
FNSDX
- 1D
- 3.09%
- 1M
- -5.80%
- YTD
- -0.48%
- 6M
- 3.00%
- 1Y
- 22.51%
- 3Y*
- 16.59%
- 5Y*
- 8.61%
- 10Y*
- —
JLGMX
- 1D
- 3.48%
- 1M
- -4.87%
- YTD
- -8.48%
- 6M
- -10.35%
- 1Y
- 12.67%
- 3Y*
- 20.55%
- 5Y*
- 10.71%
- 10Y*
- 18.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FNSDX vs. JLGMX - Expense Ratio Comparison
FNSDX has a 0.65% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Return for Risk
FNSDX vs. JLGMX — Risk / Return Rank
FNSDX
JLGMX
FNSDX vs. JLGMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund Class K (FNSDX) 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.
| FNSDX | JLGMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 0.64 | +0.80 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.05 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.15 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 0.81 | +1.07 |
Martin ratioReturn relative to average drawdown | 8.34 | 2.47 | +5.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FNSDX | JLGMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 0.64 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.53 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.80 | -0.15 |
Correlation
The correlation between FNSDX and JLGMX is 0.84, 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
FNSDX vs. JLGMX - Dividend Comparison
FNSDX's dividend yield for the trailing twelve months is around 3.89%, less than JLGMX's 12.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNSDX Fidelity Freedom 2055 Fund Class K | 3.89% | 3.87% | 2.13% | 2.07% | 11.45% | 11.27% | 4.26% | 6.31% | 6.79% | 2.72% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 12.06% | 11.04% | 2.12% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% |
Drawdowns
FNSDX vs. JLGMX - Drawdown Comparison
The maximum FNSDX drawdown since its inception was -30.95%, roughly equal to the maximum JLGMX drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for FNSDX and JLGMX.
Loading graphics...
Drawdown Indicators
| FNSDX | JLGMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.95% | -31.82% | +0.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.20% | -16.73% | +5.53% |
Max Drawdown (5Y)Largest decline over 5 years | -27.31% | -31.13% | +3.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.82% | — |
Current DrawdownCurrent decline from peak | -6.97% | -13.83% | +6.86% |
Average DrawdownAverage peak-to-trough decline | -5.70% | -5.82% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 5.51% | -2.98% |
Volatility
FNSDX vs. JLGMX - Volatility Comparison
Fidelity Freedom 2055 Fund Class K (FNSDX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX) have volatilities of 6.68% and 6.48%, 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.
Loading graphics...
Volatility by Period
| FNSDX | JLGMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.68% | 6.48% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 12.54% | -2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.24% | 21.14% | -4.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 20.25% | -5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.99% | 21.54% | -5.55% |