JLGIX vs. FLCNX
Compare and contrast key facts about JAG Large Cap Growth Fund (JLGIX) and Fidelity Contrafund K6 (FLCNX).
JLGIX is managed by JAG Capital Management. It was launched on Dec 22, 2011. FLCNX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLGIX or FLCNX.
Correlation
The correlation between JLGIX and FLCNX is 0.94, 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
JLGIX vs. FLCNX - Performance Comparison
Key characteristics
JLGIX:
0.47
FLCNX:
1.85
JLGIX:
0.70
FLCNX:
2.50
JLGIX:
1.12
FLCNX:
1.34
JLGIX:
0.39
FLCNX:
2.67
JLGIX:
1.49
FLCNX:
11.09
JLGIX:
7.15%
FLCNX:
2.64%
JLGIX:
22.79%
FLCNX:
15.83%
JLGIX:
-48.09%
FLCNX:
-32.55%
JLGIX:
-15.75%
FLCNX:
-0.60%
Returns By Period
In the year-to-date period, JLGIX achieves a 4.00% return, which is significantly lower than FLCNX's 7.30% return.
JLGIX
4.00%
1.56%
-0.59%
13.28%
3.47%
3.28%
FLCNX
7.30%
4.35%
13.08%
31.07%
17.14%
N/A
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JLGIX vs. FLCNX - Expense Ratio Comparison
JLGIX has a 1.26% expense ratio, which is higher than FLCNX's 0.45% expense ratio.
Risk-Adjusted Performance
JLGIX vs. FLCNX — Risk-Adjusted Performance Rank
JLGIX
FLCNX
JLGIX vs. FLCNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JAG Large Cap Growth Fund (JLGIX) and Fidelity Contrafund K6 (FLCNX). 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
JLGIX vs. FLCNX - Dividend Comparison
JLGIX has not paid dividends to shareholders, while FLCNX's dividend yield for the trailing twelve months is around 0.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
JLGIX JAG Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FLCNX Fidelity Contrafund K6 | 0.25% | 0.36% | 0.49% | 0.62% | 0.20% | 0.21% | 0.30% | 0.33% | 0.15% |
Drawdowns
JLGIX vs. FLCNX - Drawdown Comparison
The maximum JLGIX drawdown since its inception was -48.09%, which is greater than FLCNX's maximum drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for JLGIX and FLCNX. For additional features, visit the drawdowns tool.
Volatility
JLGIX vs. FLCNX - Volatility Comparison
JAG Large Cap Growth Fund (JLGIX) has a higher volatility of 5.06% compared to Fidelity Contrafund K6 (FLCNX) at 4.37%. This indicates that JLGIX's price experiences larger fluctuations and is considered to be riskier than FLCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.