HLIEX vs. FBLEX
Compare and contrast key facts about JPMorgan Equity Income Fund (HLIEX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX).
HLIEX is managed by JPMorgan. It was launched on Jul 2, 1987. FBLEX is managed by Fidelity. It was launched on Dec 6, 2012.
Performance
HLIEX vs. FBLEX - Performance Comparison
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HLIEX vs. FBLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLIEX JPMorgan Equity Income Fund | -0.29% | 14.67% | 19.67% | 4.79% | -1.88% | 25.10% | 3.61% | 26.30% | -4.45% | 17.55% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | -2.01% | 17.06% | 18.04% | 15.60% | -4.82% | 26.83% | 4.34% | 25.57% | -9.04% | 12.38% |
Returns By Period
In the year-to-date period, HLIEX achieves a -0.29% return, which is significantly higher than FBLEX's -2.01% return. Both investments have delivered pretty close results over the past 10 years, with HLIEX having a 11.18% annualized return and FBLEX not far behind at 11.11%.
HLIEX
- 1D
- -0.04%
- 1M
- -6.36%
- YTD
- -0.29%
- 6M
- 2.15%
- 1Y
- 11.27%
- 3Y*
- 13.63%
- 5Y*
- 9.96%
- 10Y*
- 11.18%
FBLEX
- 1D
- 0.00%
- 1M
- -6.70%
- YTD
- -2.01%
- 6M
- 2.97%
- 1Y
- 12.73%
- 3Y*
- 15.51%
- 5Y*
- 11.00%
- 10Y*
- 11.11%
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HLIEX vs. FBLEX - Expense Ratio Comparison
HLIEX has a 0.70% expense ratio, which is higher than FBLEX's 0.01% expense ratio.
Return for Risk
HLIEX vs. FBLEX — Risk / Return Rank
HLIEX
FBLEX
HLIEX vs. FBLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund (HLIEX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX). 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 | FBLEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.91 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.22 | 1.32 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.06 | -0.07 |
Martin ratioReturn relative to average drawdown | 4.28 | 4.92 | -0.64 |
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 | FBLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.91 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.75 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.64 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.69 | -0.14 |
Correlation
The correlation between HLIEX and FBLEX is 0.96, 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. FBLEX - Dividend Comparison
HLIEX's dividend yield for the trailing twelve months is around 10.89%, less than FBLEX's 11.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIEX JPMorgan Equity Income Fund | 10.89% | 10.81% | 14.41% | 2.77% | 3.67% | 3.33% | 1.82% | 2.78% | 5.12% | 2.47% | 2.45% | 2.73% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 11.33% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
Drawdowns
HLIEX vs. FBLEX - Drawdown Comparison
The maximum HLIEX drawdown since its inception was -50.33%, which is greater than FBLEX's maximum drawdown of -39.73%. Use the drawdown chart below to compare losses from any high point for HLIEX and FBLEX.
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Drawdown Indicators
| HLIEX | FBLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.33% | -39.73% | -10.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -11.55% | +0.21% |
Max Drawdown (5Y)Largest decline over 5 years | -14.85% | -19.00% | +4.15% |
Max Drawdown (10Y)Largest decline over 10 years | -36.89% | -39.73% | +2.84% |
Current DrawdownCurrent decline from peak | -7.08% | -6.89% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -3.86% | -2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.49% | +0.14% |
Volatility
HLIEX vs. FBLEX - Volatility Comparison
JPMorgan Equity Income Fund (HLIEX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) have volatilities of 3.42% and 3.48%, 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.
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Volatility by Period
| HLIEX | FBLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 3.48% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.66% | 7.78% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 15.13% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.27% | 14.78% | -0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 17.39% | -0.61% |