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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNSDX or JLGMX.
Key characteristics
| FNSDX | JLGMX | |
|---|---|---|
| YTD Return | 18.32% | 34.05% |
| 1Y Return | 30.20% | 45.38% |
| 3Y Return (Ann) | -0.02% | 4.22% |
| 5Y Return (Ann) | 6.06% | 14.28% |
| Sharpe Ratio | 2.64 | 2.56 |
| Sortino Ratio | 3.65 | 3.33 |
| Omega Ratio | 1.49 | 1.46 |
| Calmar Ratio | 1.27 | 1.94 |
| Martin Ratio | 16.99 | 13.41 |
| Ulcer Index | 1.78% | 3.43% |
| Daily Std Dev | 11.44% | 18.02% |
| Max Drawdown | -35.11% | -39.64% |
| Current Drawdown | -0.05% | 0.00% |
Correlation
The correlation between FNSDX and JLGMX is 0.83, 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
FNSDX vs. JLGMX - Performance Comparison
In the year-to-date period, FNSDX achieves a 18.32% return, which is significantly lower than JLGMX's 34.05% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FNSDX vs. JLGMX - Expense Ratio Comparison
FNSDX has a 0.65% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
FNSDX vs. JLGMX - Risk-Adjusted Performance 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.
Dividends
FNSDX vs. JLGMX - Dividend Comparison
FNSDX's dividend yield for the trailing twelve months is around 1.19%, more than JLGMX's 0.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNSDX Fidelity Freedom 2055 Fund Class K | 1.19% | 1.41% | 2.16% | 2.31% | 1.07% | 1.54% | 1.69% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 0.23% | 0.31% | 0.61% | 0.00% | 0.12% | 0.26% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.09% |
Drawdowns
FNSDX vs. JLGMX - Drawdown Comparison
The maximum FNSDX drawdown since its inception was -35.11%, smaller than the maximum JLGMX drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for FNSDX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
FNSDX vs. JLGMX - Volatility Comparison
The current volatility for Fidelity Freedom 2055 Fund Class K (FNSDX) is 3.20%, while JPMorgan Large Cap Growth Fund Class R6 (JLGMX) has a volatility of 4.81%. This indicates that FNSDX experiences smaller price fluctuations and is considered to be less risky than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.