JGACX vs. FAGCX

In the year-to-date period, JGACX achieves a -0.79% return, which is significantly lower than FAGCX's -0.14% return. Over the past 10 years, JGACX has underperformed FAGCX with an annualized return of 15.04%, while FAGCX has yielded a comparatively higher 17.72% annualized return.

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JGACX has a 1.54% expense ratio, which is higher than FAGCX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGACX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX). 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.

The current JGACX Sharpe Ratio is 0.52, which is comparable to the FAGCX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of JGACX and FAGCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JGACX's dividend yield for the trailing twelve months is around 8.27%, while FAGCX has not paid dividends to shareholders.

The maximum JGACX drawdown since its inception was -54.27%, smaller than the maximum FAGCX drawdown of -65.09%. Use the drawdown chart below to compare losses from any high point for JGACX and FAGCX.

JPMorgan Growth Advantage Fund (JGACX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) have volatilities of 5.62% and 5.78%, 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.