JGACX vs. FBCG

In the year-to-date period, JGACX achieves a -0.79% return, which is significantly higher than FBCG's -3.55% return.

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JGACX has a 1.54% expense ratio, which is higher than FBCG's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGACX) and Fidelity Blue Chip Growth ETF (FBCG). 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 FBCG Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of JGACX and FBCG, 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%, more than FBCG's 0.13% yield.

The maximum JGACX drawdown since its inception was -54.27%, which is greater than FBCG's maximum drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for JGACX and FBCG.

The current volatility for JPMorgan Growth Advantage Fund (JGACX) is 5.62%, while Fidelity Blue Chip Growth ETF (FBCG) has a volatility of 6.94%. This indicates that JGACX experiences smaller price fluctuations and is considered to be less risky than FBCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.