FZACX vs. JLGMX
Compare and contrast key facts about Fidelity Advisor Diversified Stock Fund Class Z (FZACX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
FZACX is managed by Fidelity. It was launched on Aug 13, 2013. 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: FZACX or JLGMX.
Correlation
The correlation between FZACX and JLGMX is 0.90, 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
FZACX vs. JLGMX - Performance Comparison
Key characteristics
FZACX:
0.51
JLGMX:
1.31
FZACX:
0.72
JLGMX:
1.81
FZACX:
1.12
JLGMX:
1.24
FZACX:
0.61
JLGMX:
1.84
FZACX:
1.74
JLGMX:
6.73
FZACX:
5.39%
JLGMX:
3.61%
FZACX:
18.60%
JLGMX:
18.62%
FZACX:
-37.65%
JLGMX:
-39.64%
FZACX:
-10.65%
JLGMX:
-0.81%
Returns By Period
The year-to-date returns for both stocks are quite close, with FZACX having a 4.62% return and JLGMX slightly lower at 4.41%. Over the past 10 years, FZACX has underperformed JLGMX with an annualized return of 5.88%, while JLGMX has yielded a comparatively higher 9.20% annualized return.
FZACX
4.62%
1.19%
-0.73%
9.61%
6.75%
5.88%
JLGMX
4.41%
2.22%
11.05%
24.87%
13.45%
9.20%
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FZACX vs. JLGMX - Expense Ratio Comparison
FZACX has a 0.48% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
FZACX vs. JLGMX — Risk-Adjusted Performance Rank
FZACX
JLGMX
FZACX vs. JLGMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class Z (FZACX) 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
FZACX vs. JLGMX - Dividend Comparison
FZACX's dividend yield for the trailing twelve months is around 0.55%, more than JLGMX's 0.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZACX Fidelity Advisor Diversified Stock Fund Class Z | 0.55% | 0.57% | 0.52% | 0.80% | 0.54% | 0.47% | 0.77% | 0.77% | 1.33% | 1.56% | 1.72% | 11.11% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 0.20% | 0.21% | 0.31% | 0.61% | 0.00% | 0.12% | 0.26% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FZACX vs. JLGMX - Drawdown Comparison
The maximum FZACX drawdown since its inception was -37.65%, smaller than the maximum JLGMX drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for FZACX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
FZACX vs. JLGMX - Volatility Comparison
Fidelity Advisor Diversified Stock Fund Class Z (FZACX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX) have volatilities of 4.81% and 4.74%, 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.