JGVVX vs. FZAFX

In the year-to-date period, JGVVX achieves a 4.75% return, which is significantly higher than FZAFX's 3.70% return. Over the past 10 years, JGVVX has outperformed FZAFX with an annualized return of 13.90%, while FZAFX has yielded a comparatively lower 9.13% annualized return.

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JGVVX has a 0.55% expense ratio, which is lower than FZAFX's 0.60% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGVVX) and Fidelity Advisor Equity Growth Fund Class Z (FZAFX). 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 0.98, which is higher than the FZAFX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of JGVVX and FZAFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither JGVVX nor FZAFX has paid dividends to shareholders.

The maximum JGVVX drawdown since its inception was -42.95%, which is greater than FZAFX's maximum drawdown of -36.83%. Use the drawdown chart below to compare losses from any high point for JGVVX and FZAFX. For additional features, visit the drawdowns tool.

JPMorgan Growth Advantage Fund (JGVVX) and Fidelity Advisor Equity Growth Fund Class Z (FZAFX) have volatilities of 5.25% and 5.20%, 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.