JPGSX vs. FDESX

The year-to-date returns for both investments are quite close, with JPGSX having a -6.24% return and FDESX slightly higher at -6.19%. Over the past 10 years, JPGSX has outperformed FDESX with an annualized return of 7.37%, while FDESX has yielded a comparatively lower 4.49% annualized return.

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JPGSX has a 0.59% expense ratio, which is higher than FDESX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. GARP Equity Fund (JPGSX) 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.

The current JPGSX Sharpe Ratio is 0.16, which is higher than the FDESX Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of JPGSX and FDESX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

JPGSX's dividend yield for the trailing twelve months is around 6.03%, more than FDESX's 0.61% yield.

The maximum JPGSX drawdown since its inception was -53.17%, smaller than the maximum FDESX drawdown of -62.75%. Use the drawdown chart below to compare losses from any high point for JPGSX and FDESX. For additional features, visit the drawdowns tool.