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FZAAX vs. SEEGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FZAAX vs. SEEGX

Last updated May 14, 2025

Compare and contrast key facts about Fidelity Advisor Balanced Fund Class Z (FZAAX) and JPMorgan Large Cap Growth Fund (SEEGX).

FZAAX is managed by Fidelity. It was launched on Aug 13, 2013. 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: FZAAX or SEEGX.

Correlation

The correlation between FZAAX and SEEGX is 0.94, 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

FZAAX vs. SEEGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Balanced Fund Class Z (FZAAX) and JPMorgan Large Cap Growth Fund (SEEGX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

FZAAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SEEGX

YTD

-0.70%

1M

11.13%

6M

-2.23%

1Y

14.76%

5Y*

12.77%

10Y*

7.93%

*Annualized

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FZAAX vs. SEEGX - Expense Ratio Comparison

FZAAX has a 0.45% expense ratio, which is lower than SEEGX's 0.69% expense ratio.

SEEGX
JPMorgan Large Cap Growth Fund
FZAAX
Fidelity Advisor Balanced Fund Class Z

Risk-Adjusted Performance

FZAAX vs. SEEGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FZAAX
The Risk-Adjusted Performance Rank of FZAAX is 9292
Overall Rank
The Sharpe Ratio Rank of FZAAX is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of FZAAX is 9292
Sortino Ratio Rank
The Omega Ratio Rank of FZAAX is 9292
Omega Ratio Rank
The Calmar Ratio Rank of FZAAX is 9393
Calmar Ratio Rank
The Martin Ratio Rank of FZAAX is 9393
Martin Ratio Rank
SEEGX
The Risk-Adjusted Performance Rank of SEEGX is 6262
Overall Rank
The Sharpe Ratio Rank of SEEGX is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of SEEGX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of SEEGX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of SEEGX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of SEEGX is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FZAAX vs. SEEGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund Class Z (FZAAX) 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

FZAAX vs. SEEGX - Dividend Comparison

Neither FZAAX nor SEEGX has paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
FZAAX
Fidelity Advisor Balanced Fund Class Z		3.63%4.03%1.70%1.47%0.83%1.25%1.63%1.78%1.59%1.55%5.74%8.42%
SEEGX
JPMorgan Large Cap Growth Fund		0.00%0.00%0.12%0.40%0.00%0.05%0.04%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FZAAX vs. SEEGX - Drawdown Comparison

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Volatility

FZAAX vs. SEEGX - Volatility Comparison

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