JAGTX vs. FGCKX
JAGTX (Janus Global Technology and Innovation Fund) and FGCKX (Fidelity Growth Company Fund Class K) are both mutual funds - JAGTX is a Technology Equities fund actively managed by Janus Henderson, while FGCKX is a Large Cap Growth Equities fund actively managed by Fidelity. Both are actively managed. Over the past 10 years, JAGTX returned 23.21%/yr vs 21.60%/yr for FGCKX. Their correlation of 0.93 means they have usually moved in the same direction. JAGTX charges 0.93%/yr vs 0.62%/yr for FGCKX.
Performance
JAGTX vs. FGCKX - Performance Comparison
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Returns By Period
In the year-to-date period, JAGTX achieves a 18.23% return, which is significantly higher than FGCKX's 15.04% return. Over the past 10 years, JAGTX has outperformed FGCKX with an annualized return of 23.21%, while FGCKX has yielded a comparatively lower 21.60% annualized return.
JAGTX
- 1D
- 6.75%
- 1M
- -6.32%
- 6M
- 15.67%
- YTD
- 18.23%
- 1Y
- 27.30%
- 3Y*
- 32.90%
- 5Y*
- 16.25%
- 10Y*
- 23.21%
- ALL TIME*
- 12.67%
FGCKX
- 1D
- 2.88%
- 1M
- -4.50%
- 6M
- 12.27%
- YTD
- 15.04%
- 1Y
- 27.89%
- 3Y*
- 25.42%
- 5Y*
- 14.05%
- 10Y*
- 21.60%
- ALL TIME*
- 16.19%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
JAGTX vs. FGCKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAGTX Janus Global Technology and Innovation Fund | 18.23% | 24.86% | 47.04% | 55.16% | -37.69% | 17.39% | 51.00% | 45.08% | 0.78% | 44.62% |
FGCKX Fidelity Growth Company Fund Class K | 15.04% | 18.67% | 37.30% | 47.35% | -33.82% | 22.62% | 67.61% | 38.50% | -4.07% | 36.89% |
Correlation
The correlation between JAGTX and FGCKX is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since May 9, 2008 | 0.93 |
The correlation between JAGTX and FGCKX has been stable across timeframes, ranging from 0.88 to 0.94 - a consistent structural relationship.
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Return for Risk
JAGTX vs. FGCKX — Risk / Return Rank
JAGTX
FGCKX
JAGTX vs. FGCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Janus Global Technology and Innovation Fund (JAGTX) and Fidelity Growth Company Fund Class K (FGCKX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JAGTX | FGCKX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.32 | 2.05 | -0.74 |
| Martin ratioReturn relative to average drawdown | 4.34 | 6.90 | -2.56 |
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Drawdowns
JAGTX vs. FGCKX - Drawdown Comparison
The maximum JAGTX drawdown since its inception was -84.57%, which is greater than FGCKX's maximum drawdown of -51.01%. Use the drawdown chart below to compare losses from any high point for JAGTX and FGCKX.
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Drawdown Indicators
| JAGTX | FGCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.57% | -51.01% | -33.56% |
Max Drawdown (1Y)Largest decline over 1 year | -18.54% | -12.55% | -5.99% |
Max Drawdown (3Y)Largest decline over 3 years | -23.94% | -26.20% | +2.26% |
Max Drawdown (5Y)Largest decline over 5 years | -46.52% | -40.21% | -6.31% |
Max Drawdown (10Y)Largest decline over 10 years | -46.52% | -40.21% | -6.31% |
Current DrawdownCurrent decline from peak | -13.05% | -7.06% | -5.99% |
Average DrawdownAverage peak-to-trough decline | -39.63% | -8.91% | -30.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.61% | 3.72% | +1.89% |
Volatility
JAGTX vs. FGCKX - Volatility Comparison
Janus Global Technology and Innovation Fund (JAGTX) has a higher volatility of 12.44% compared to Fidelity Growth Company Fund Class K (FGCKX) at 6.23%. This indicates that JAGTX's price experiences larger fluctuations and is considered to be riskier than FGCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAGTX | FGCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.44% | 6.23% | +6.21% |
Volatility (6M)Calculated over the trailing 6-month period | 23.70% | 15.89% | +7.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.96% | 20.61% | +6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.88% | 24.35% | +3.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.30% | 23.54% | +1.76% |
JAGTX vs. FGCKX - Expense Ratio Comparison
JAGTX has a 0.93% expense ratio, which is higher than FGCKX's 0.62% expense ratio.
Dividends
JAGTX vs. FGCKX - Dividend Comparison
JAGTX's dividend yield for the trailing twelve months is around 11.58%, while FGCKX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGCKX Fidelity Growth Company Fund Class K | 0.00% | 0.00% | 8.80% | 3.81% | 7.16% | 10.63% | 8.83% | 3.84% | 6.38% | 4.73% | 6.20% | 3.96% |
JAGTX Janus Global Technology and Innovation Fund | 11.58% | 13.69% | 23.66% | 0.78% | 0.00% | 16.05% | 9.00% | 8.62% | 6.56% | 7.50% | 4.85% | 8.12% |
Frequently Asked Questions
JAGTX and FGCKX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JAGTX has higher volatility (12.44%) compared to FGCKX (6.23%). In terms of maximum drawdown, JAGTX dropped -84.57% vs FGCKX's -51.01%.
FGCKX currently has the higher Sharpe Ratio (1.25 vs 0.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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