JFEAX vs. FSELX
Compare and contrast key facts about JPMorgan Developed International Value Fund Class A (JFEAX) and Fidelity Select Semiconductors Portfolio (FSELX).
JFEAX is an actively managed fund by JPMorgan. It was launched on Sep 28, 2001. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Performance
JFEAX vs. FSELX - Performance Comparison
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JFEAX vs. FSELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JFEAX JPMorgan Developed International Value Fund Class A | 4.69% | 48.02% | 9.57% | 18.69% | -5.60% | 16.26% | -4.33% | 15.17% | -18.87% | 21.63% |
FSELX Fidelity Select Semiconductors Portfolio | 7.19% | 52.17% | 49.68% | 78.49% | -35.27% | 59.16% | 44.33% | 64.50% | -12.01% | 34.51% |
Returns By Period
In the year-to-date period, JFEAX achieves a 4.69% return, which is significantly lower than FSELX's 7.19% return. Over the past 10 years, JFEAX has underperformed FSELX with an annualized return of 10.07%, while FSELX has yielded a comparatively higher 32.33% annualized return.
JFEAX
- 1D
- 2.72%
- 1M
- -5.12%
- YTD
- 4.69%
- 6M
- 13.24%
- 1Y
- 36.60%
- 3Y*
- 23.90%
- 5Y*
- 14.63%
- 10Y*
- 10.07%
FSELX
- 1D
- 7.19%
- 1M
- -4.24%
- YTD
- 7.19%
- 6M
- 13.70%
- 1Y
- 97.02%
- 3Y*
- 46.40%
- 5Y*
- 31.60%
- 10Y*
- 32.33%
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JFEAX vs. FSELX - Expense Ratio Comparison
JFEAX has a 1.00% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Return for Risk
JFEAX vs. FSELX — Risk / Return Rank
JFEAX
FSELX
JFEAX vs. FSELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Developed International Value Fund Class A (JFEAX) and Fidelity Select Semiconductors Portfolio (FSELX). 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.
| JFEAX | FSELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.27 | 2.40 | -0.13 |
Sortino ratioReturn per unit of downside risk | 2.81 | 3.02 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.43 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.10 | 5.65 | -2.55 |
Martin ratioReturn relative to average drawdown | 12.10 | 22.93 | -10.82 |
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
| JFEAX | FSELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.27 | 2.40 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.82 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.93 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.50 | -0.15 |
Correlation
The correlation between JFEAX and FSELX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
JFEAX vs. FSELX - Dividend Comparison
JFEAX's dividend yield for the trailing twelve months is around 2.64%, less than FSELX's 10.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JFEAX JPMorgan Developed International Value Fund Class A | 2.64% | 2.76% | 4.26% | 4.94% | 3.68% | 4.79% | 2.75% | 3.96% | 4.12% | 2.14% | 5.75% | 1.11% |
FSELX Fidelity Select Semiconductors Portfolio | 10.36% | 11.11% | 7.97% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.44% | 3.82% | 15.22% |
Drawdowns
JFEAX vs. FSELX - Drawdown Comparison
The maximum JFEAX drawdown since its inception was -62.44%, smaller than the maximum FSELX drawdown of -82.54%. Use the drawdown chart below to compare losses from any high point for JFEAX and FSELX.
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Drawdown Indicators
| JFEAX | FSELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.44% | -82.54% | +20.10% |
Max Drawdown (1Y)Largest decline over 1 year | -11.38% | -17.23% | +5.85% |
Max Drawdown (5Y)Largest decline over 5 years | -27.71% | -46.37% | +18.66% |
Max Drawdown (10Y)Largest decline over 10 years | -48.74% | -46.37% | -2.37% |
Current DrawdownCurrent decline from peak | -7.08% | -8.22% | +1.14% |
Average DrawdownAverage peak-to-trough decline | -14.97% | -28.82% | +13.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 4.24% | -1.32% |
Volatility
JFEAX vs. FSELX - Volatility Comparison
The current volatility for JPMorgan Developed International Value Fund Class A (JFEAX) is 7.16%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 12.78%. This indicates that JFEAX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JFEAX | FSELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 12.78% | -5.62% |
Volatility (6M)Calculated over the trailing 6-month period | 10.59% | 25.83% | -15.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 41.39% | -25.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.13% | 38.69% | -22.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 34.78% | -16.77% |