JLPSX vs. FDESX
Compare and contrast key facts about JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and Fidelity Advisor Diversified Stock Fund Class O (FDESX).
JLPSX is managed by JPMorgan Chase. It was launched on Nov 1, 2005. FDESX is managed by Fidelity. It was launched on Jul 10, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLPSX or FDESX.
Correlation
The correlation between JLPSX and FDESX is 0.95, 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
JLPSX vs. FDESX - Performance Comparison
Key characteristics
JLPSX:
1.17
FDESX:
0.47
JLPSX:
1.54
FDESX:
0.68
JLPSX:
1.23
FDESX:
1.11
JLPSX:
0.39
FDESX:
0.55
JLPSX:
4.42
FDESX:
1.60
JLPSX:
3.92%
FDESX:
5.54%
JLPSX:
14.87%
FDESX:
18.87%
JLPSX:
-55.80%
FDESX:
-62.75%
JLPSX:
-34.09%
FDESX:
-11.11%
Returns By Period
In the year-to-date period, JLPSX achieves a 3.89% return, which is significantly lower than FDESX's 4.60% return. Over the past 10 years, JLPSX has underperformed FDESX with an annualized return of -2.99%, while FDESX has yielded a comparatively higher 5.69% annualized return.
JLPSX
3.89%
1.58%
2.15%
17.78%
-3.71%
-2.99%
FDESX
4.60%
1.19%
-1.23%
9.06%
6.47%
5.69%
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JLPSX vs. FDESX - Expense Ratio Comparison
JLPSX has a 1.45% expense ratio, which is higher than FDESX's 0.45% expense ratio.
Risk-Adjusted Performance
JLPSX vs. FDESX — Risk-Adjusted Performance Rank
JLPSX
FDESX
JLPSX vs. FDESX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and Fidelity Advisor Diversified Stock Fund Class O (FDESX). 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
JLPSX vs. FDESX - Dividend Comparison
JLPSX's dividend yield for the trailing twelve months is around 0.10%, less than FDESX's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JLPSX JPMorgan U.S. Large Cap Core Plus Fund | 0.10% | 0.10% | 0.23% | 0.12% | 0.00% | 0.27% | 0.41% | 0.51% | 0.09% | 0.34% | 0.23% | 0.65% |
FDESX Fidelity Advisor Diversified Stock Fund Class O | 0.55% | 0.57% | 0.57% | 0.87% | 0.59% | 0.52% | 0.82% | 0.82% | 1.36% | 1.63% | 1.78% | 11.34% |
Drawdowns
JLPSX vs. FDESX - Drawdown Comparison
The maximum JLPSX drawdown since its inception was -55.80%, smaller than the maximum FDESX drawdown of -62.75%. Use the drawdown chart below to compare losses from any high point for JLPSX and FDESX. For additional features, visit the drawdowns tool.
Volatility
JLPSX vs. FDESX - Volatility Comparison
The current volatility for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) is 3.49%, while Fidelity Advisor Diversified Stock Fund Class O (FDESX) has a volatility of 4.81%. This indicates that JLPSX experiences smaller price fluctuations and is considered to be less risky than FDESX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.