JLGRX vs. FCGSX
Compare and contrast key facts about JPMorgan Large Cap Growth Fund Class R5 (JLGRX) and Fidelity Series Growth Company Fund (FCGSX).
JLGRX is managed by JPMorgan. FCGSX is managed by Fidelity. It was launched on Nov 7, 2013.
Performance
JLGRX vs. FCGSX - Performance Comparison
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JLGRX vs. FCGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JLGRX JPMorgan Large Cap Growth Fund Class R5 | -8.51% | 14.27% | 35.30% | 34.79% | -25.27% | 18.35% | 56.25% | 39.32% | 0.65% | 38.26% |
FCGSX Fidelity Series Growth Company Fund | -2.49% | 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, JLGRX achieves a -8.51% return, which is significantly lower than FCGSX's -2.49% return. Over the past 10 years, JLGRX has underperformed FCGSX with an annualized return of 18.12%, while FCGSX has yielded a comparatively higher 21.96% annualized return.
JLGRX
- 1D
- 3.48%
- 1M
- -4.88%
- YTD
- -8.51%
- 6M
- -10.40%
- 1Y
- 12.55%
- 3Y*
- 20.42%
- 5Y*
- 10.59%
- 10Y*
- 18.12%
FCGSX
- 1D
- 4.44%
- 1M
- -4.59%
- YTD
- -2.49%
- 6M
- 1.86%
- 1Y
- 38.78%
- 3Y*
- 28.90%
- 5Y*
- 14.89%
- 10Y*
- 21.96%
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JLGRX vs. FCGSX - Expense Ratio Comparison
JLGRX has a 0.54% expense ratio, which is higher than FCGSX's 0.00% expense ratio.
Return for Risk
JLGRX vs. FCGSX — Risk / Return Rank
JLGRX
FCGSX
JLGRX vs. FCGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Large Cap Growth Fund Class R5 (JLGRX) 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.
| JLGRX | FCGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.66 | -1.02 |
Sortino ratioReturn per unit of downside risk | 1.04 | 2.34 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.33 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 2.98 | -2.18 |
Martin ratioReturn relative to average drawdown | 2.45 | 13.43 | -10.98 |
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
| JLGRX | FCGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.66 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.63 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.95 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.88 | -0.01 |
Correlation
The correlation between JLGRX and FCGSX is 0.96, 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
JLGRX vs. FCGSX - Dividend Comparison
JLGRX's dividend yield for the trailing twelve months is around 12.14%, more than FCGSX's 10.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLGRX JPMorgan Large Cap Growth Fund Class R5 | 12.14% | 11.10% | 2.05% | 0.23% | 3.42% | 14.42% | 5.16% | 12.66% | 15.62% | 14.53% | 9.75% | 4.45% |
FCGSX Fidelity Series Growth Company Fund | 10.74% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
Drawdowns
JLGRX vs. FCGSX - Drawdown Comparison
The maximum JLGRX drawdown since its inception was -31.84%, smaller than the maximum FCGSX drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for JLGRX and FCGSX.
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Drawdown Indicators
| JLGRX | FCGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.84% | -38.77% | +6.93% |
Max Drawdown (1Y)Largest decline over 1 year | -16.77% | -13.10% | -3.67% |
Max Drawdown (5Y)Largest decline over 5 years | -31.17% | -38.77% | +7.60% |
Max Drawdown (10Y)Largest decline over 10 years | -31.84% | -38.77% | +6.93% |
Current DrawdownCurrent decline from peak | -13.87% | -6.44% | -7.43% |
Average DrawdownAverage peak-to-trough decline | -5.58% | -7.05% | +1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.53% | 2.91% | +2.62% |
Volatility
JLGRX vs. FCGSX - Volatility Comparison
The current volatility for JPMorgan Large Cap Growth Fund Class R5 (JLGRX) is 6.48%, while Fidelity Series Growth Company Fund (FCGSX) has a volatility of 8.15%. This indicates that JLGRX 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.
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Volatility by Period
| JLGRX | FCGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 8.15% | -1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 14.39% | -1.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 24.14% | -3.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 23.69% | -3.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 23.19% | -1.62% |