Correlation
The correlation between FUGIX and SEEGX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FUGIX vs. SEEGX
Compare and contrast key facts about Fidelity Advisor Utilities Fund Class I (FUGIX) and JPMorgan Large Cap Growth Fund (SEEGX).
FUGIX is managed by Fidelity. It was launched on Sep 3, 1996. 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: FUGIX or SEEGX.
Performance
FUGIX vs. SEEGX - Performance Comparison
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Key characteristics
FUGIX:
0.76
SEEGX:
0.62
FUGIX:
1.11
SEEGX:
0.86
FUGIX:
1.14
SEEGX:
1.12
FUGIX:
1.11
SEEGX:
0.58
FUGIX:
2.76
SEEGX:
1.87
FUGIX:
4.83%
SEEGX:
6.64%
FUGIX:
17.51%
SEEGX:
24.11%
FUGIX:
-70.40%
SEEGX:
-63.03%
FUGIX:
-3.57%
SEEGX:
-4.79%
Returns By Period
In the year-to-date period, FUGIX achieves a 4.26% return, which is significantly higher than SEEGX's 0.19% return. Over the past 10 years, FUGIX has underperformed SEEGX with an annualized return of 10.40%, while SEEGX has yielded a comparatively higher 16.66% annualized return.
FUGIX
4.26%
1.92%
-3.57%
13.09%
9.68%
12.71%
10.40%
SEEGX
0.19%
7.22%
-0.22%
14.91%
19.24%
16.91%
16.66%
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FUGIX vs. SEEGX - Expense Ratio Comparison
FUGIX has a 0.76% expense ratio, which is higher than SEEGX's 0.69% expense ratio.
Risk-Adjusted Performance
FUGIX vs. SEEGX — Risk-Adjusted Performance Rank
FUGIX
SEEGX
FUGIX vs. SEEGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Utilities Fund Class I (FUGIX) 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.
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Dividends
FUGIX vs. SEEGX - Dividend Comparison
FUGIX's dividend yield for the trailing twelve months is around 5.55%, more than SEEGX's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUGIX Fidelity Advisor Utilities Fund Class I | 5.55% | 5.70% | 3.43% | 4.67% | 2.83% | 2.26% | 2.05% | 11.69% | 3.90% | 2.11% | 4.88% | 7.21% |
SEEGX JPMorgan Large Cap Growth Fund | 1.00% | 1.00% | 0.12% | 3.42% | 14.92% | 5.27% | 12.85% | 15.97% | 14.79% | 9.88% | 4.49% | 1.79% |
Drawdowns
FUGIX vs. SEEGX - Drawdown Comparison
The maximum FUGIX drawdown since its inception was -70.40%, which is greater than SEEGX's maximum drawdown of -63.03%. Use the drawdown chart below to compare losses from any high point for FUGIX and SEEGX.
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Volatility
FUGIX vs. SEEGX - Volatility Comparison
The current volatility for Fidelity Advisor Utilities Fund Class I (FUGIX) is 4.11%, while JPMorgan Large Cap Growth Fund (SEEGX) has a volatility of 4.76%. This indicates that FUGIX experiences smaller price fluctuations and is considered to be less risky than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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