JGVVX vs. FXAIX

In the year-to-date period, JGVVX achieves a -5.95% return, which is significantly lower than FXAIX's -3.38% return. Over the past 10 years, JGVVX has outperformed FXAIX with an annualized return of 15.79%, while FXAIX has yielded a comparatively lower 12.44% annualized return.

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JGVVX has a 0.55% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

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.

The current JGVVX Sharpe Ratio is 0.38, which is comparable to the FXAIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of JGVVX and FXAIX, 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's dividend yield for the trailing twelve months is around 5.96%, more than FXAIX's 1.32% yield.

The maximum JGVVX drawdown since its inception was -34.92%, roughly equal to the maximum FXAIX 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.

JPMorgan Growth Advantage Fund (JGVVX) has a higher volatility of 8.31% compared to Fidelity 500 Index Fund (FXAIX) at 6.81%. 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.