JIBCX vs. FCGSX
Compare and contrast key facts about John Hancock Funds II Blue Chip Growth Fund (JIBCX) and Fidelity Series Growth Company Fund (FCGSX).
JIBCX is managed by John Hancock. It was launched on Oct 14, 2005. FCGSX is managed by Fidelity. It was launched on Nov 7, 2013.
Performance
JIBCX vs. FCGSX - Performance Comparison
Loading graphics...
JIBCX vs. FCGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | -14.89% | 8.28% | 35.89% | 49.47% | -38.12% | 16.88% | 34.25% | 29.71% | 1.72% | 36.25% |
FCGSX Fidelity Series Growth Company Fund | -6.64% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 37.69% |
Returns By Period
In the year-to-date period, JIBCX achieves a -14.89% return, which is significantly lower than FCGSX's -6.64% return. Over the past 10 years, JIBCX has underperformed FCGSX with an annualized return of 13.20%, while FCGSX has yielded a comparatively higher 21.43% annualized return.
JIBCX
- 1D
- -0.36%
- 1M
- -9.00%
- YTD
- -14.89%
- 6M
- -20.62%
- 1Y
- 1.49%
- 3Y*
- 17.14%
- 5Y*
- 6.15%
- 10Y*
- 13.20%
FCGSX
- 1D
- -1.20%
- 1M
- -8.19%
- YTD
- -6.64%
- 6M
- -2.02%
- 1Y
- 33.82%
- 3Y*
- 27.05%
- 5Y*
- 14.28%
- 10Y*
- 21.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JIBCX vs. FCGSX - Expense Ratio Comparison
JIBCX has a 0.81% expense ratio, which is higher than FCGSX's 0.00% expense ratio.
Return for Risk
JIBCX vs. FCGSX — Risk / Return Rank
JIBCX
FCGSX
JIBCX vs. FCGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds II Blue Chip Growth Fund (JIBCX) and Fidelity Series Growth Company Fund (FCGSX). 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.
| JIBCX | FCGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 1.40 | -1.42 |
Sortino ratioReturn per unit of downside risk | 0.16 | 2.02 | -1.86 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.29 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | -0.45 | 2.25 | -2.71 |
Martin ratioReturn relative to average drawdown | -1.07 | 10.23 | -11.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JIBCX | FCGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 1.40 | -1.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.61 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.93 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.87 | -0.39 |
Correlation
The correlation between JIBCX and FCGSX 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.
Dividends
JIBCX vs. FCGSX - Dividend Comparison
JIBCX has not paid dividends to shareholders, while FCGSX's dividend yield for the trailing twelve months is around 11.22%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JIBCX John Hancock Funds II Blue Chip Growth Fund | 0.00% | 0.00% | 6.97% | 3.23% | 5.57% | 16.46% | 4.72% | 1.46% | 7.73% | 16.16% | 6.35% | 13.20% |
FCGSX Fidelity Series Growth Company Fund | 11.22% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
Drawdowns
JIBCX vs. FCGSX - Drawdown Comparison
The maximum JIBCX drawdown since its inception was -54.15%, which is greater than FCGSX's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for JIBCX and FCGSX.
Loading graphics...
Drawdown Indicators
| JIBCX | FCGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -38.77% | -15.38% |
Max Drawdown (1Y)Largest decline over 1 year | -24.47% | -13.10% | -11.37% |
Max Drawdown (5Y)Largest decline over 5 years | -42.74% | -38.77% | -3.97% |
Max Drawdown (10Y)Largest decline over 10 years | -42.74% | -38.77% | -3.97% |
Current DrawdownCurrent decline from peak | -24.47% | -10.42% | -14.05% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -7.05% | -2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.42% | 2.88% | +7.54% |
Volatility
JIBCX vs. FCGSX - Volatility Comparison
The current volatility for John Hancock Funds II Blue Chip Growth Fund (JIBCX) is 5.66%, while Fidelity Series Growth Company Fund (FCGSX) has a volatility of 6.66%. This indicates that JIBCX experiences smaller price fluctuations and is considered to be less risky than FCGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JIBCX | FCGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 6.66% | -1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 14.52% | 13.74% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.21% | 23.80% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.47% | 23.62% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.95% | 23.15% | -0.20% |