JGVVX vs. FBCGX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGVVX) and Fidelity Blue Chip Growth K6 Fund (FBCGX).
JGVVX is managed by JPMorgan. It was launched on Dec 23, 2013. FBCGX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGVVX or FBCGX.
Correlation
The correlation between JGVVX and FBCGX is 0.98, 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.
Performance
JGVVX vs. FBCGX - Performance Comparison
Key characteristics
JGVVX:
1.00
FBCGX:
1.59
JGVVX:
1.38
FBCGX:
2.14
JGVVX:
1.19
FBCGX:
1.28
JGVVX:
1.47
FBCGX:
2.25
JGVVX:
4.52
FBCGX:
8.48
JGVVX:
4.25%
FBCGX:
3.83%
JGVVX:
19.25%
FBCGX:
20.38%
JGVVX:
-42.95%
FBCGX:
-42.92%
JGVVX:
-4.65%
FBCGX:
-0.98%
Returns By Period
The year-to-date returns for both investments are quite close, with JGVVX having a 4.61% return and FBCGX slightly higher at 4.62%.
JGVVX
4.61%
5.05%
8.19%
18.95%
11.61%
14.04%
FBCGX
4.62%
5.27%
17.01%
31.94%
18.64%
N/A
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JGVVX vs. FBCGX - Expense Ratio Comparison
JGVVX has a 0.55% expense ratio, which is higher than FBCGX's 0.45% expense ratio.
Risk-Adjusted Performance
JGVVX vs. FBCGX — Risk-Adjusted Performance Rank
JGVVX
FBCGX
JGVVX vs. FBCGX - Risk-Adjusted Performance Comparison
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.
Dividends
JGVVX vs. FBCGX - Dividend Comparison
JGVVX has not paid dividends to shareholders, while FBCGX's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGVVX JPMorgan Growth Advantage Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 9.28% | 9.37% | 4.04% | 0.00% | 3.42% | 3.83% |
FBCGX Fidelity Blue Chip Growth K6 Fund | 0.59% | 0.62% | 0.26% | 0.12% | 0.00% | 0.08% | 0.25% | 0.46% | 0.11% | 0.00% | 0.00% | 0.00% |
Drawdowns
JGVVX vs. FBCGX - Drawdown Comparison
The maximum JGVVX drawdown since its inception was -42.95%, roughly equal to 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.
Volatility
JGVVX vs. FBCGX - Volatility Comparison
The current volatility for JPMorgan Growth Advantage Fund (JGVVX) is 5.76%, while Fidelity Blue Chip Growth K6 Fund (FBCGX) has a volatility of 6.95%. 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.