JGVVX vs. FZAFX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (JGVVX) and Fidelity Advisor Equity Growth Fund Class Z (FZAFX).
JGVVX is managed by JPMorgan. It was launched on Dec 23, 2013. FZAFX is managed by Fidelity. It was launched on Aug 13, 2013.
Performance
JGVVX vs. FZAFX - Performance Comparison
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JGVVX vs. FZAFX - 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% |
FZAFX Fidelity Advisor Equity Growth Fund Class Z | -5.39% | 14.68% | 18.15% | 35.80% | -24.36% | 23.09% | 43.86% | 35.68% | 0.36% | 35.37% |
Returns By Period
In the year-to-date period, JGVVX achieves a -8.55% return, which is significantly lower than FZAFX's -5.39% return. Over the past 10 years, JGVVX has outperformed FZAFX with an annualized return of 18.06%, while FZAFX has yielded a comparatively lower 16.19% 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%
FZAFX
- 1D
- 4.31%
- 1M
- -5.39%
- YTD
- -5.39%
- 6M
- -4.84%
- 1Y
- 17.55%
- 3Y*
- 16.46%
- 5Y*
- 9.11%
- 10Y*
- 16.19%
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JGVVX vs. FZAFX - Expense Ratio Comparison
JGVVX has a 0.55% expense ratio, which is lower than FZAFX's 0.60% expense ratio.
Return for Risk
JGVVX vs. FZAFX — Risk / Return Rank
JGVVX
FZAFX
JGVVX vs. FZAFX - Risk-Adjusted Trends Comparison
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.
| JGVVX | FZAFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.84 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.27 | 1.32 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.42 | -0.29 |
Martin ratioReturn relative to average drawdown | 3.62 | 5.02 | -1.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JGVVX | FZAFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.84 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.45 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.78 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.76 | -0.01 |
Correlation
The correlation between JGVVX and FZAFX 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. FZAFX - Dividend Comparison
JGVVX's dividend yield for the trailing twelve months is around 12.09%, more than FZAFX's 0.54% 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% |
FZAFX Fidelity Advisor Equity Growth Fund Class Z | 0.54% | 0.51% | 0.00% | 0.48% | 1.93% | 11.39% | 10.84% | 9.53% | 6.38% | 11.66% | 5.87% | 0.00% |
Drawdowns
JGVVX vs. FZAFX - Drawdown Comparison
The maximum JGVVX drawdown since its inception was -34.92%, which is greater than FZAFX's maximum drawdown of -31.13%. Use the drawdown chart below to compare losses from any high point for JGVVX and FZAFX.
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Drawdown Indicators
| JGVVX | FZAFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.92% | -31.13% | -3.79% |
Max Drawdown (1Y)Largest decline over 1 year | -15.58% | -12.75% | -2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -34.92% | -29.73% | -5.19% |
Max Drawdown (10Y)Largest decline over 10 years | -34.92% | -31.13% | -3.79% |
Current DrawdownCurrent decline from peak | -12.33% | -8.78% | -3.55% |
Average DrawdownAverage peak-to-trough decline | -6.49% | -5.84% | -0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 3.62% | +1.24% |
Volatility
JGVVX vs. FZAFX - Volatility Comparison
The current volatility for JPMorgan Growth Advantage Fund (JGVVX) is 6.87%, while Fidelity Advisor Equity Growth Fund Class Z (FZAFX) has a volatility of 7.78%. This indicates that JGVVX experiences smaller price fluctuations and is considered to be less risky than FZAFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JGVVX | FZAFX | 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% | 21.83% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.40% | 20.59% | +1.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 20.70% | +1.43% |