HLIEX vs. FBGKX
Compare and contrast key facts about JPMorgan Equity Income Fund (HLIEX) and Fidelity Blue Chip Growth Fund Class K (FBGKX).
HLIEX is managed by JPMorgan. It was launched on Jul 2, 1987. FBGKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
HLIEX vs. FBGKX - Performance Comparison
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HLIEX vs. FBGKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLIEX JPMorgan Equity Income Fund | 1.62% | 14.67% | 19.67% | 4.79% | -1.88% | 25.10% | 3.61% | 26.30% | -4.45% | 17.55% |
FBGKX Fidelity Blue Chip Growth Fund Class K | -7.10% | 19.99% | 39.87% | 55.76% | -38.40% | 22.74% | 62.35% | 33.56% | 1.11% | 36.08% |
Returns By Period
In the year-to-date period, HLIEX achieves a 1.62% return, which is significantly higher than FBGKX's -7.10% return. Over the past 10 years, HLIEX has underperformed FBGKX with an annualized return of 11.39%, while FBGKX has yielded a comparatively higher 19.18% annualized return.
HLIEX
- 1D
- 1.91%
- 1M
- -4.61%
- YTD
- 1.62%
- 6M
- 4.26%
- 1Y
- 13.54%
- 3Y*
- 14.35%
- 5Y*
- 10.23%
- 10Y*
- 11.39%
FBGKX
- 1D
- 4.54%
- 1M
- -5.07%
- YTD
- -7.10%
- 6M
- -4.01%
- 1Y
- 26.86%
- 3Y*
- 26.63%
- 5Y*
- 11.83%
- 10Y*
- 19.18%
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HLIEX vs. FBGKX - Expense Ratio Comparison
HLIEX has a 0.70% expense ratio, which is higher than FBGKX's 0.68% expense ratio.
Return for Risk
HLIEX vs. FBGKX — Risk / Return Rank
HLIEX
FBGKX
HLIEX vs. FBGKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund (HLIEX) and Fidelity Blue Chip Growth Fund Class K (FBGKX). 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.
| HLIEX | FBGKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.14 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.73 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.75 | -0.45 |
Martin ratioReturn relative to average drawdown | 5.58 | 6.94 | -1.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HLIEX | FBGKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.14 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.48 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.81 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.64 | -0.09 |
Correlation
The correlation between HLIEX and FBGKX is 0.74, 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.
Dividends
HLIEX vs. FBGKX - Dividend Comparison
HLIEX's dividend yield for the trailing twelve months is around 10.68%, more than FBGKX's 2.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIEX JPMorgan Equity Income Fund | 10.68% | 10.81% | 14.41% | 2.77% | 3.67% | 3.33% | 1.82% | 2.78% | 5.12% | 2.47% | 2.45% | 2.73% |
FBGKX Fidelity Blue Chip Growth Fund Class K | 2.03% | 1.89% | 6.00% | 0.93% | 0.56% | 8.77% | 6.41% | 3.70% | 6.41% | 4.26% | 4.22% | 5.36% |
Drawdowns
HLIEX vs. FBGKX - Drawdown Comparison
The maximum HLIEX drawdown since its inception was -50.33%, roughly equal to the maximum FBGKX drawdown of -48.90%. Use the drawdown chart below to compare losses from any high point for HLIEX and FBGKX.
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Drawdown Indicators
| HLIEX | FBGKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.33% | -48.90% | -1.43% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -13.89% | +2.55% |
Max Drawdown (5Y)Largest decline over 5 years | -14.85% | -43.03% | +28.18% |
Max Drawdown (10Y)Largest decline over 10 years | -36.89% | -43.03% | +6.14% |
Current DrawdownCurrent decline from peak | -5.30% | -8.67% | +3.37% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -8.43% | +2.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 3.51% | -0.86% |
Volatility
HLIEX vs. FBGKX - Volatility Comparison
The current volatility for JPMorgan Equity Income Fund (HLIEX) is 4.07%, while Fidelity Blue Chip Growth Fund Class K (FBGKX) has a volatility of 7.83%. This indicates that HLIEX experiences smaller price fluctuations and is considered to be less risky than FBGKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HLIEX | FBGKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 7.83% | -3.76% |
Volatility (6M)Calculated over the trailing 6-month period | 7.89% | 14.09% | -6.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.28% | 25.03% | -9.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.30% | 24.92% | -10.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 23.62% | -6.83% |