JLPSX vs. FNCMX

In the year-to-date period, JLPSX achieves a -0.66% return, which is significantly higher than FNCMX's -0.79% return. Over the past 10 years, JLPSX has underperformed FNCMX with an annualized return of 12.98%, while FNCMX has yielded a comparatively higher 15.20% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

JLPSX has a 1.45% expense ratio, which is higher than FNCMX's 0.29% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) 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.

The current JLPSX Sharpe Ratio is 0.55, which is comparable to the FNCMX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of JLPSX and FNCMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JLPSX's dividend yield for the trailing twelve months is around 6.53%, more than FNCMX's 0.61% yield.

The maximum JLPSX drawdown since its inception was -50.65%, smaller than the maximum FNCMX drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for JLPSX and FNCMX.

The current volatility for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) is 4.96%, while Fidelity NASDAQ Composite Index Fund (FNCMX) has a volatility of 6.00%. This indicates that JLPSX 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.