JLGIX vs. FNCMX
Compare and contrast key facts about JAG Large Cap Growth Fund (JLGIX) and Fidelity NASDAQ Composite Index Fund (FNCMX).
JLGIX is managed by JAG Capital Management. It was launched on Dec 22, 2011. FNCMX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLGIX or FNCMX.
Correlation
The correlation between JLGIX and FNCMX is 0.93, 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. FNCMX - Performance Comparison
Key characteristics
JLGIX:
0.62
FNCMX:
1.56
JLGIX:
0.87
FNCMX:
2.09
JLGIX:
1.15
FNCMX:
1.28
JLGIX:
0.52
FNCMX:
2.19
JLGIX:
2.03
FNCMX:
7.85
JLGIX:
7.03%
FNCMX:
3.66%
JLGIX:
22.80%
FNCMX:
18.43%
JLGIX:
-48.09%
FNCMX:
-55.71%
JLGIX:
-14.95%
FNCMX:
-0.69%
Returns By Period
In the year-to-date period, JLGIX achieves a 4.99% return, which is significantly higher than FNCMX's 3.75% return. Over the past 10 years, JLGIX has underperformed FNCMX with an annualized return of 3.38%, while FNCMX has yielded a comparatively higher 15.47% annualized return.
JLGIX
4.99%
2.53%
0.90%
12.97%
3.08%
3.38%
FNCMX
3.75%
2.05%
12.30%
27.72%
16.37%
15.47%
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JLGIX vs. FNCMX - Expense Ratio Comparison
JLGIX has a 1.26% expense ratio, which is higher than FNCMX's 0.29% expense ratio.
Risk-Adjusted Performance
JLGIX vs. FNCMX — Risk-Adjusted Performance Rank
JLGIX
FNCMX
JLGIX vs. FNCMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JAG Large Cap Growth Fund (JLGIX) and Fidelity NASDAQ Composite Index Fund (FNCMX). 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. FNCMX - Dividend Comparison
JLGIX has not paid dividends to shareholders, while FNCMX's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLGIX JAG Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FNCMX Fidelity NASDAQ Composite Index Fund | 0.58% | 0.61% | 0.67% | 0.88% | 0.47% | 0.67% | 0.97% | 0.94% | 0.70% | 0.91% | 0.89% | 0.80% |
Drawdowns
JLGIX vs. FNCMX - Drawdown Comparison
The maximum JLGIX drawdown since its inception was -48.09%, smaller than the maximum FNCMX drawdown of -55.71%. Use the drawdown chart below to compare losses from any high point for JLGIX and FNCMX. For additional features, visit the drawdowns tool.
Volatility
JLGIX vs. FNCMX - Volatility Comparison
The current volatility for JAG Large Cap Growth Fund (JLGIX) is 4.99%, while Fidelity NASDAQ Composite Index Fund (FNCMX) has a volatility of 5.43%. This indicates that JLGIX experiences smaller price fluctuations and is considered to be less risky than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.