JAMFX vs. FDCPX
JAMFX (Jacob Internet Fund) and FDCPX (Fidelity Select Tech Hardware Portfolio) are both Technology Equities funds. Over the past 10 years, JAMFX returned 8.15%/yr vs 25.77%/yr for FDCPX. Their 0.74 correlation means they have sometimes moved together and sometimes differently. JAMFX charges 2.02%/yr vs 0.67%/yr for FDCPX.
Performance
JAMFX vs. FDCPX - Performance Comparison
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Returns By Period
In the year-to-date period, JAMFX achieves a -18.22% return, which is significantly lower than FDCPX's 61.12% return. Over the past 10 years, JAMFX has underperformed FDCPX with an annualized return of 8.15%, while FDCPX has yielded a comparatively higher 25.77% annualized return.
JAMFX
- 1D
- 1.14%
- 1M
- -6.48%
- 6M
- -8.72%
- YTD
- -18.22%
- 1Y
- -16.50%
- 3Y*
- 4.38%
- 5Y*
- -11.21%
- 10Y*
- 8.15%
- ALL TIME*
- 0.79%
FDCPX
- 1D
- 7.01%
- 1M
- -4.75%
- 6M
- 47.88%
- YTD
- 61.12%
- 1Y
- 99.29%
- 3Y*
- 49.15%
- 5Y*
- 26.56%
- 10Y*
- 25.77%
- ALL TIME*
- 14.76%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
JAMFX Jacob Internet Fund | $0.00 | $0.00 | $0.00 |
JAMFX vs. FDCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JAMFX Jacob Internet Fund | -18.22% | 13.17% | 14.31% | 34.64% | -59.54% | 12.88% | 122.48% | 21.70% | 1.98% | 24.07% |
FDCPX Fidelity Select Tech Hardware Portfolio | 61.12% | 54.44% | 22.40% | 33.52% | -28.63% | 23.68% | 46.07% | 40.15% | -6.30% | 32.64% |
Correlation
The correlation between JAMFX and FDCPX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.66 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.67 |
Correlation (All Time) Calculated using the full available price history since Dec 13, 1999 | 0.74 |
Over the past year, the correlation between JAMFX and FDCPX has dropped to 0.48 - well below their long-term average of 0.74, suggesting their price drivers have been diverging.
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Return for Risk
JAMFX vs. FDCPX — Risk / Return Rank
JAMFX
FDCPX
JAMFX vs. FDCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jacob Internet Fund (JAMFX) and Fidelity Select Tech Hardware Portfolio (FDCPX). 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.
| JAMFX | FDCPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.65 | ||
| Sortino ratioReturn per unit of downside risk | -4.11 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.46 | -0.55 |
| Calmar ratioReturn relative to maximum drawdown | -0.51 | 4.32 | -4.83 |
| Martin ratioReturn relative to average drawdown | -0.86 | 18.87 | -19.73 |
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Drawdowns
JAMFX vs. FDCPX - Drawdown Comparison
The maximum JAMFX drawdown since its inception was -96.46%, which is greater than FDCPX's maximum drawdown of -81.96%. Use the drawdown chart below to compare losses from any high point for JAMFX and FDCPX.
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Drawdown Indicators
| JAMFX | FDCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.46% | -81.96% | -14.50% |
Max Drawdown (1Y)Largest decline over 1 year | -40.83% | -22.18% | -18.65% |
Max Drawdown (3Y)Largest decline over 3 years | -40.83% | -23.59% | -17.24% |
Max Drawdown (5Y)Largest decline over 5 years | -70.01% | -35.29% | -34.72% |
Max Drawdown (10Y)Largest decline over 10 years | -70.50% | -35.29% | -35.21% |
Current DrawdownCurrent decline from peak | -54.42% | -16.72% | -37.70% |
Average DrawdownAverage peak-to-trough decline | -63.93% | -26.06% | -37.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.10% | 5.07% | +19.03% |
Volatility
JAMFX vs. FDCPX - Volatility Comparison
The current volatility for Jacob Internet Fund (JAMFX) is 7.75%, while Fidelity Select Tech Hardware Portfolio (FDCPX) has a volatility of 15.24%. This indicates that JAMFX experiences smaller price fluctuations and is considered to be less risky than FDCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JAMFX | FDCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 15.24% | -7.49% |
Volatility (6M)Calculated over the trailing 6-month period | 25.60% | 28.79% | -3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.11% | 31.90% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.98% | 24.39% | +13.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.44% | 22.81% | +10.63% |
JAMFX vs. FDCPX - Expense Ratio Comparison
JAMFX has a 2.02% expense ratio, which is higher than FDCPX's 0.67% expense ratio.
Dividends
JAMFX vs. FDCPX - Dividend Comparison
JAMFX's dividend yield for the trailing twelve months is around 3.01%, less than FDCPX's 6.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDCPX Fidelity Select Tech Hardware Portfolio | 6.64% | 14.38% | 7.58% | 0.51% | 17.72% | 16.95% | 8.81% | 12.15% | 23.69% | 10.50% | 6.57% | 4.53% |
JAMFX Jacob Internet Fund | 3.01% | 2.46% | 0.00% | 0.00% | 0.00% | 3.07% | 13.77% | 12.76% | 8.77% | 12.56% | 4.94% | 12.97% |
Frequently Asked Questions
JAMFX and FDCPX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FDCPX has higher volatility (15.24%) compared to JAMFX (7.75%). In terms of maximum drawdown, JAMFX dropped -96.46% vs FDCPX's -81.96%.
FDCPX currently has the higher Sharpe Ratio (3.00 vs -0.65), 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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