JGVVX vs. FGDKX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGVVX) and Fidelity Growth Discovery Fund Class K (FGDKX).
JGVVX is managed by JPMorgan. It was launched on Dec 23, 2013. FGDKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
JGVVX vs. FGDKX - Performance Comparison
Loading graphics...
JGVVX vs. FGDKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JGVVX JPMorgan Growth Advantage Fund | -8.55% | 16.04% | 38.86% | 40.48% | -29.88% | 22.23% | 54.00% | 36.59% | -1.01% | 35.83% |
FGDKX Fidelity Growth Discovery Fund Class K | -5.37% | 15.23% | 30.30% | 35.73% | -24.34% | 23.03% | 43.54% | 33.91% | -0.20% | 34.68% |
Returns By Period
In the year-to-date period, JGVVX achieves a -8.55% return, which is significantly lower than FGDKX's -5.37% return. Over the past 10 years, JGVVX has outperformed FGDKX with an annualized return of 18.06%, while FGDKX has yielded a comparatively lower 17.09% annualized return.
JGVVX
- 1D
- 3.85%
- 1M
- -4.79%
- YTD
- -8.55%
- 6M
- -8.84%
- 1Y
- 16.58%
- 3Y*
- 22.53%
- 5Y*
- 11.27%
- 10Y*
- 18.06%
FGDKX
- 1D
- 4.32%
- 1M
- -5.35%
- YTD
- -5.37%
- 6M
- -4.80%
- 1Y
- 18.23%
- 3Y*
- 20.53%
- 5Y*
- 11.37%
- 10Y*
- 17.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JGVVX vs. FGDKX - Expense Ratio Comparison
JGVVX has a 0.55% expense ratio, which is lower than FGDKX's 0.68% expense ratio.
Return for Risk
JGVVX vs. FGDKX — Risk / Return Rank
JGVVX
FGDKX
JGVVX vs. FGDKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) and Fidelity Growth Discovery Fund Class K (FGDKX). 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.
| JGVVX | FGDKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.86 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.35 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.22 | -0.09 |
Martin ratioReturn relative to average drawdown | 3.62 | 4.39 | -0.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JGVVX | FGDKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.86 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.56 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.84 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.58 | +0.17 |
Correlation
The correlation between JGVVX and FGDKX is 0.97, 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
JGVVX vs. FGDKX - Dividend Comparison
JGVVX's dividend yield for the trailing twelve months is around 12.09%, more than FGDKX's 1.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JGVVX JPMorgan Growth Advantage Fund | 12.09% | 11.06% | 11.21% | 0.58% | 0.38% | 14.11% | 9.86% | 9.28% | 9.37% | 4.04% | 0.00% | 3.42% |
FGDKX Fidelity Growth Discovery Fund Class K | 1.74% | 1.65% | 12.82% | 2.63% | 3.69% | 13.53% | 9.71% | 4.37% | 5.13% | 4.92% | 0.15% | 0.28% |
Drawdowns
JGVVX vs. FGDKX - Drawdown Comparison
The maximum JGVVX drawdown since its inception was -34.92%, smaller than the maximum FGDKX drawdown of -55.39%. Use the drawdown chart below to compare losses from any high point for JGVVX and FGDKX.
Loading graphics...
Drawdown Indicators
| JGVVX | FGDKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.92% | -55.39% | +20.47% |
Max Drawdown (1Y)Largest decline over 1 year | -15.58% | -13.05% | -2.53% |
Max Drawdown (5Y)Largest decline over 5 years | -34.92% | -29.75% | -5.17% |
Max Drawdown (10Y)Largest decline over 10 years | -34.92% | -31.09% | -3.83% |
Current DrawdownCurrent decline from peak | -12.33% | -8.74% | -3.59% |
Average DrawdownAverage peak-to-trough decline | -6.49% | -8.74% | +2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 3.63% | +1.23% |
Volatility
JGVVX vs. FGDKX - Volatility Comparison
The current volatility for JPMorgan Growth Advantage Fund (JGVVX) is 6.87%, while Fidelity Growth Discovery Fund Class K (FGDKX) has a volatility of 7.78%. This indicates that JGVVX experiences smaller price fluctuations and is considered to be less risky than FGDKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JGVVX | FGDKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 7.78% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 12.62% | 13.34% | -0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.61% | 22.22% | +0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.40% | 20.34% | +2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 20.53% | +1.60% |