JGVVX vs. FBCGX

In the year-to-date period, JGVVX achieves a -1.81% return, which is significantly higher than FBCGX's -4.21% return.

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JGVVX has a 0.55% expense ratio, which is higher than FBCGX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) and Fidelity Blue Chip Growth K6 Fund (FBCGX). 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 JGVVX Sharpe Ratio is 0.47, which is comparable to the FBCGX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of JGVVX and FBCGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JGVVX has not paid dividends to shareholders, while FBCGX's dividend yield for the trailing twelve months is around 0.65%.

The maximum JGVVX drawdown since its inception was -34.92%, smaller than the maximum FBCGX drawdown of -42.92%. Use the drawdown chart below to compare losses from any high point for JGVVX and FBCGX. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Growth Advantage Fund (JGVVX) is 5.70%, while Fidelity Blue Chip Growth K6 Fund (FBCGX) has a volatility of 6.06%. This indicates that JGVVX experiences smaller price fluctuations and is considered to be less risky than FBCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.