JPGSX vs. FDESX
Compare and contrast key facts about JPMorgan U.S. GARP Equity Fund (JPGSX) and Fidelity Advisor Diversified Stock Fund Class O (FDESX).
JPGSX is managed by JPMorgan Chase. It was launched on Feb 28, 2003. 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: JPGSX or FDESX.
Key characteristics
| JPGSX | FDESX | |
|---|---|---|
| YTD Return | 25.94% | 23.28% |
| 1Y Return | 40.70% | 35.10% |
| 3Y Return (Ann) | 12.67% | 11.50% |
| 5Y Return (Ann) | 18.77% | 17.56% |
| 10Y Return (Ann) | 14.94% | 12.51% |
| Sharpe Ratio | 2.35 | 2.16 |
| Daily Std Dev | 16.62% | 15.44% |
| Max Drawdown | -52.42% | -62.74% |
| Current Drawdown | -1.15% | -0.35% |
Correlation
The correlation between JPGSX and FDESX is 0.94, 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
JPGSX vs. FDESX - Performance Comparison
In the year-to-date period, JPGSX achieves a 25.94% return, which is significantly higher than FDESX's 23.28% return. Over the past 10 years, JPGSX has outperformed FDESX with an annualized return of 14.94%, while FDESX has yielded a comparatively lower 12.51% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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JPGSX vs. FDESX - Expense Ratio Comparison
JPGSX has a 0.59% expense ratio, which is higher than FDESX's 0.45% expense ratio.
Risk-Adjusted Performance
JPGSX vs. FDESX - Risk-Adjusted Performance Comparison
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.
Dividends
JPGSX vs. FDESX - Dividend Comparison
JPGSX's dividend yield for the trailing twelve months is around 0.73%, less than FDESX's 2.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPGSX JPMorgan U.S. GARP Equity Fund | 0.73% | 0.92% | 4.30% | 21.34% | 9.65% | 12.78% | 12.46% | 0.63% | 0.90% | 0.05% | 0.53% | 0.69% |
FDESX Fidelity Advisor Diversified Stock Fund Class O | 2.88% | 3.55% | 9.06% | 16.87% | 5.28% | 3.23% | 13.54% | 8.97% | 1.67% | 1.78% | 11.34% | 2.46% |
Drawdowns
JPGSX vs. FDESX - Drawdown Comparison
The maximum JPGSX drawdown since its inception was -52.42%, smaller than the maximum FDESX drawdown of -62.74%. Use the drawdown chart below to compare losses from any high point for JPGSX and FDESX. For additional features, visit the drawdowns tool.
Volatility
JPGSX vs. FDESX - Volatility Comparison
JPMorgan U.S. GARP Equity Fund (JPGSX) has a higher volatility of 5.77% compared to Fidelity Advisor Diversified Stock Fund Class O (FDESX) at 4.99%. This indicates that JPGSX's price experiences larger fluctuations and is considered to be riskier than FDESX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.