Correlation
The correlation between JSGIX and FSPGX is 0.92, 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.
JSGIX vs. FSPGX
Compare and contrast key facts about John Hancock Funds III U.S. Growth Fund (JSGIX) and Fidelity Large Cap Growth Index Fund (FSPGX).
JSGIX is managed by John Hancock. It was launched on Dec 19, 2011. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSGIX or FSPGX.
Performance
JSGIX vs. FSPGX - Performance Comparison
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Key characteristics
JSGIX:
0.66
FSPGX:
0.70
JSGIX:
0.94
FSPGX:
1.02
JSGIX:
1.13
FSPGX:
1.14
JSGIX:
0.63
FSPGX:
0.67
JSGIX:
2.09
FSPGX:
2.22
JSGIX:
6.54%
FSPGX:
7.05%
JSGIX:
24.33%
FSPGX:
25.52%
JSGIX:
-31.80%
FSPGX:
-32.66%
JSGIX:
-4.48%
FSPGX:
-4.29%
Returns By Period
In the year-to-date period, JSGIX achieves a 0.55% return, which is significantly higher than FSPGX's -0.26% return.
JSGIX
0.55%
7.09%
1.43%
15.64%
19.27%
15.79%
13.07%
FSPGX
-0.26%
7.54%
0.63%
17.58%
19.84%
17.66%
N/A
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JSGIX vs. FSPGX - Expense Ratio Comparison
JSGIX has a 0.71% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
JSGIX vs. FSPGX — Risk-Adjusted Performance Rank
JSGIX
FSPGX
JSGIX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Funds III U.S. Growth Fund (JSGIX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.
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Dividends
JSGIX vs. FSPGX - Dividend Comparison
JSGIX's dividend yield for the trailing twelve months is around 9.56%, more than FSPGX's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSGIX John Hancock Funds III U.S. Growth Fund | 9.56% | 9.61% | 5.01% | 11.24% | 14.04% | 2.63% | 0.13% | 28.16% | 14.98% | 4.13% | 6.11% | 8.13% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.37% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.30% | 0.00% | 0.00% |
Drawdowns
JSGIX vs. FSPGX - Drawdown Comparison
The maximum JSGIX drawdown since its inception was -31.80%, roughly equal to the maximum FSPGX drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for JSGIX and FSPGX.
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Volatility
JSGIX vs. FSPGX - Volatility Comparison
The current volatility for John Hancock Funds III U.S. Growth Fund (JSGIX) is 5.20%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.87%. This indicates that JSGIX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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