JGACX vs. FAGCX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGACX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX).
JGACX is managed by JPMorgan. It was launched on May 1, 2006. FAGCX is managed by Fidelity. It was launched on Jul 3, 1995.
Performance
JGACX vs. FAGCX - Performance Comparison
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JGACX vs. FAGCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGACX JPMorgan Growth Advantage Fund | -8.78% | 14.89% | 41.22% | 39.06% | -30.57% | 20.93% | 52.51% | 35.24% | -2.01% | 28.54% |
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | -9.48% | 22.47% | 39.06% | 45.51% | -32.60% | 16.63% | 74.20% | 47.51% | 19.08% | 37.70% |
Returns By Period
In the year-to-date period, JGACX achieves a -8.78% return, which is significantly higher than FAGCX's -9.48% return. Over the past 10 years, JGACX has underperformed FAGCX with an annualized return of 16.68%, while FAGCX has yielded a comparatively higher 22.70% annualized return.
JGACX
- 1D
- 3.86%
- 1M
- -4.85%
- YTD
- -8.78%
- 6M
- -9.29%
- 1Y
- 15.44%
- 3Y*
- 22.40%
- 5Y*
- 10.74%
- 10Y*
- 16.68%
FAGCX
- 1D
- 4.77%
- 1M
- -5.79%
- YTD
- -9.48%
- 6M
- -8.40%
- 1Y
- 23.02%
- 3Y*
- 25.13%
- 5Y*
- 10.36%
- 10Y*
- 22.70%
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JGACX vs. FAGCX - Expense Ratio Comparison
JGACX has a 1.54% expense ratio, which is higher than FAGCX's 0.79% expense ratio.
Return for Risk
JGACX vs. FAGCX — Risk / Return Rank
JGACX
FAGCX
JGACX vs. FAGCX - Risk-Adjusted Trends Comparison
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.
| JGACX | FAGCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.00 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.53 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.22 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.48 | -0.46 |
Martin ratioReturn relative to average drawdown | 3.29 | 5.36 | -2.07 |
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
| JGACX | FAGCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.00 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.41 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.93 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.48 | +0.07 |
Correlation
The correlation between JGACX and FAGCX is 0.94, 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.
Dividends
JGACX vs. FAGCX - Dividend Comparison
JGACX's dividend yield for the trailing twelve months is around 18.88%, more than FAGCX's 4.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGACX JPMorgan Growth Advantage Fund | 18.88% | 17.22% | 16.40% | 0.81% | 0.54% | 19.49% | 12.46% | 11.71% | 11.44% | 0.16% | 0.00% | 3.95% |
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | 4.05% | 3.67% | 0.00% | 0.00% | 11.34% | 14.14% | 7.31% | 7.69% | 14.30% | 8.00% | 15.78% | 16.11% |
Drawdowns
JGACX vs. FAGCX - Drawdown Comparison
The maximum JGACX drawdown since its inception was -54.27%, smaller than the maximum FAGCX drawdown of -69.09%. Use the drawdown chart below to compare losses from any high point for JGACX and FAGCX.
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Drawdown Indicators
| JGACX | FAGCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.27% | -69.09% | +14.82% |
Max Drawdown (1Y)Largest decline over 1 year | -15.94% | -16.10% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -35.58% | -38.72% | +3.14% |
Max Drawdown (10Y)Largest decline over 10 years | -35.58% | -38.72% | +3.14% |
Current DrawdownCurrent decline from peak | -12.69% | -12.10% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -9.30% | -18.84% | +9.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 4.46% | +0.53% |
Volatility
JGACX vs. FAGCX - Volatility Comparison
The current volatility for JPMorgan Growth Advantage Fund (JGACX) is 6.88%, while Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a volatility of 8.51%. This indicates that JGACX experiences smaller price fluctuations and is considered to be less risky than FAGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JGACX | FAGCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 8.51% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 14.81% | -2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.61% | 24.42% | -1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.57% | 25.44% | -2.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.91% | 24.42% | -1.51% |