HLQVX vs. FLCOX
Compare and contrast key facts about JPMorgan Large Cap Value Fund (HLQVX) and Fidelity Large Cap Value Index Fund (FLCOX).
HLQVX is managed by JPMorgan Chase. It was launched on Mar 1, 1991. FLCOX is a passively managed fund by Fidelity that tracks the performance of the Russell 1000 Value Index. It was launched on Jun 7, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLQVX or FLCOX.
Correlation
The correlation between HLQVX and FLCOX is 0.81, 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
HLQVX vs. FLCOX - Performance Comparison
Key characteristics
HLQVX:
0.03
FLCOX:
0.61
HLQVX:
0.16
FLCOX:
0.95
HLQVX:
1.03
FLCOX:
1.14
HLQVX:
0.02
FLCOX:
0.62
HLQVX:
0.06
FLCOX:
2.27
HLQVX:
9.86%
FLCOX:
4.32%
HLQVX:
19.07%
FLCOX:
16.20%
HLQVX:
-69.31%
FLCOX:
-38.28%
HLQVX:
-17.11%
FLCOX:
-6.69%
Returns By Period
In the year-to-date period, HLQVX achieves a -1.66% return, which is significantly lower than FLCOX's 0.44% return.
HLQVX
-1.66%
8.44%
-10.24%
-0.37%
12.77%
4.09%
FLCOX
0.44%
8.58%
-0.77%
8.75%
13.93%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HLQVX vs. FLCOX - Expense Ratio Comparison
HLQVX has a 0.69% expense ratio, which is higher than FLCOX's 0.04% expense ratio.
Risk-Adjusted Performance
HLQVX vs. FLCOX — Risk-Adjusted Performance Rank
HLQVX
FLCOX
HLQVX vs. FLCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Value Fund (HLQVX) and Fidelity Large Cap Value Index Fund (FLCOX). 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
HLQVX vs. FLCOX - Dividend Comparison
HLQVX's dividend yield for the trailing twelve months is around 1.39%, less than FLCOX's 1.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLQVX JPMorgan Large Cap Value Fund | 1.39% | 1.44% | 1.66% | 1.40% | 0.90% | 1.05% | 1.38% | 1.59% | 0.97% | 1.33% | 1.02% | 1.37% |
FLCOX Fidelity Large Cap Value Index Fund | 1.61% | 1.62% | 1.99% | 2.01% | 1.55% | 2.28% | 2.13% | 2.33% | 1.73% | 0.52% | 0.00% | 0.00% |
Drawdowns
HLQVX vs. FLCOX - Drawdown Comparison
The maximum HLQVX drawdown since its inception was -69.31%, which is greater than FLCOX's maximum drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for HLQVX and FLCOX. For additional features, visit the drawdowns tool.
Volatility
HLQVX vs. FLCOX - Volatility Comparison
The current volatility for JPMorgan Large Cap Value Fund (HLQVX) is 11.26%, while Fidelity Large Cap Value Index Fund (FLCOX) has a volatility of 11.89%. This indicates that HLQVX experiences smaller price fluctuations and is considered to be less risky than FLCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.