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FZACX vs. JLGMX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FZACX vs. JLGMX

Last updated May 12, 2025

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 0.80, 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

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Diversified Stock Fund Class Z (FZACX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

FZACX:

7.71%

JLGMX:

9.81%

Max Drawdown

FZACX:

-0.66%

JLGMX:

-0.88%

Current Drawdown

FZACX:

0.00%

JLGMX:

-0.33%

Returns By Period

FZACX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

JLGMX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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.

FZACX
Fidelity Advisor Diversified Stock Fund Class Z
JLGMX
JPMorgan Large Cap Growth Fund Class R6

Risk-Adjusted Performance

FZACX vs. JLGMX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FZACX
The Risk-Adjusted Performance Rank of FZACX is 99
Overall Rank
The Sharpe Ratio Rank of FZACX is 99
Sharpe Ratio Rank
The Sortino Ratio Rank of FZACX is 1010
Sortino Ratio Rank
The Omega Ratio Rank of FZACX is 99
Omega Ratio Rank
The Calmar Ratio Rank of FZACX is 88
Calmar Ratio Rank
The Martin Ratio Rank of FZACX is 1010
Martin Ratio Rank
JLGMX
The Risk-Adjusted Performance Rank of JLGMX is 5656
Overall Rank
The Sharpe Ratio Rank of JLGMX is 5454
Sharpe Ratio Rank
The Sortino Ratio Rank of JLGMX is 5454
Sortino Ratio Rank
The Omega Ratio Rank of JLGMX is 5454
Omega Ratio Rank
The Calmar Ratio Rank of JLGMX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of JLGMX is 5353
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.

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.

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Dividends

FZACX vs. JLGMX - Dividend Comparison

FZACX's dividend yield for the trailing twelve months is around 0.61%, less than JLGMX's 1.22% yield.

TTM20242023202220212020201920182017201620152014
FZACX
Fidelity Advisor Diversified Stock Fund Class Z		0.61%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
JLGMX
JPMorgan Large Cap Growth Fund Class R6		1.22%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FZACX vs. JLGMX - Drawdown Comparison

The maximum FZACX drawdown since its inception was -0.66%, smaller than the maximum JLGMX drawdown of -0.88%. Use the drawdown chart below to compare losses from any high point for FZACX and JLGMX. For additional features, visit the drawdowns tool.

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Volatility

FZACX vs. JLGMX - Volatility Comparison

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