JGVVX vs. FXAIX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGVVX) and Fidelity 500 Index Fund (FXAIX).
JGVVX is managed by JPMorgan. It was launched on Dec 23, 2013. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JGVVX or FXAIX.
Correlation
The correlation between JGVVX and FXAIX is 0.92, 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. FXAIX - Performance Comparison
Key characteristics
JGVVX:
-0.14
FXAIX:
0.31
JGVVX:
-0.02
FXAIX:
0.57
JGVVX:
1.00
FXAIX:
1.08
JGVVX:
-0.13
FXAIX:
0.32
JGVVX:
-0.45
FXAIX:
1.43
JGVVX:
7.96%
FXAIX:
4.19%
JGVVX:
25.68%
FXAIX:
19.11%
JGVVX:
-42.95%
FXAIX:
-33.79%
JGVVX:
-22.07%
FXAIX:
-13.85%
Returns By Period
In the year-to-date period, JGVVX achieves a -14.50% return, which is significantly lower than FXAIX's -9.86% return. Both investments have delivered pretty close results over the past 10 years, with JGVVX having a 11.35% annualized return and FXAIX not far ahead at 11.44%.
JGVVX
-14.50%
-7.29%
-16.25%
0.28%
9.74%
11.35%
FXAIX
-9.86%
-6.66%
-9.36%
7.75%
15.14%
11.44%
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JGVVX vs. FXAIX - Expense Ratio Comparison
JGVVX has a 0.55% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
JGVVX vs. FXAIX — Risk-Adjusted Performance Rank
JGVVX
FXAIX
JGVVX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
JGVVX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.41%.
| 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% |
FXAIX Fidelity 500 Index Fund | 1.41% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
JGVVX vs. FXAIX - Drawdown Comparison
The maximum JGVVX drawdown since its inception was -42.95%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for JGVVX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
JGVVX vs. FXAIX - Volatility Comparison
JPMorgan Growth Advantage Fund (JGVVX) has a higher volatility of 16.15% compared to Fidelity 500 Index Fund (FXAIX) at 13.77%. This indicates that JGVVX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.