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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGVVX or FGDKX.
Correlation
The correlation between JGVVX and FGDKX is 0.96, 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. FGDKX - Performance Comparison
Key characteristics
JGVVX:
1.10
FGDKX:
0.46
JGVVX:
1.49
FGDKX:
0.69
JGVVX:
1.21
FGDKX:
1.10
JGVVX:
1.61
FGDKX:
0.54
JGVVX:
4.94
FGDKX:
1.24
JGVVX:
4.26%
FGDKX:
7.03%
JGVVX:
19.19%
FGDKX:
18.90%
JGVVX:
-42.95%
FGDKX:
-55.39%
JGVVX:
-4.54%
FGDKX:
-7.18%
Returns By Period
In the year-to-date period, JGVVX achieves a 4.72% return, which is significantly higher than FGDKX's 3.71% return. Over the past 10 years, JGVVX has outperformed FGDKX with an annualized return of 13.91%, while FGDKX has yielded a comparatively lower 10.18% annualized return.
JGVVX
4.72%
2.08%
7.17%
19.50%
11.36%
13.91%
FGDKX
3.71%
1.25%
5.27%
7.00%
8.00%
10.18%
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JGVVX vs. FGDKX - Expense Ratio Comparison
JGVVX has a 0.55% expense ratio, which is lower than FGDKX's 0.68% expense ratio.
Risk-Adjusted Performance
JGVVX vs. FGDKX — Risk-Adjusted Performance Rank
JGVVX
FGDKX
JGVVX vs. FGDKX - Risk-Adjusted Performance 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.
Dividends
JGVVX vs. FGDKX - Dividend Comparison
Neither JGVVX nor FGDKX has paid dividends to shareholders.
| 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% |
FGDKX Fidelity Growth Discovery Fund Class K | 0.00% | 0.00% | 0.14% | 0.07% | 0.28% | 0.11% | 0.15% | 0.31% | 0.26% | 0.15% | 0.24% | 0.28% |
Drawdowns
JGVVX vs. FGDKX - Drawdown Comparison
The maximum JGVVX drawdown since its inception was -42.95%, 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. For additional features, visit the drawdowns tool.
Volatility
JGVVX vs. FGDKX - Volatility Comparison
JPMorgan Growth Advantage Fund (JGVVX) and Fidelity Growth Discovery Fund Class K (FGDKX) have volatilities of 5.33% and 5.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.