Correlation
The correlation between JSPJX and FDSVX is 0.87, 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.
JSPJX vs. FDSVX
Compare and contrast key facts about Jackson Square Large-Cap Growth Fund (JSPJX) and Fidelity Growth Discovery Fund (FDSVX).
JSPJX is managed by Jackson Square. It was launched on Dec 3, 1993. FDSVX is managed by Fidelity. It was launched on Mar 31, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JSPJX or FDSVX.
Performance
JSPJX vs. FDSVX - Performance Comparison
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Key characteristics
JSPJX:
0.76
FDSVX:
0.48
JSPJX:
1.07
FDSVX:
0.70
JSPJX:
1.15
FDSVX:
1.10
JSPJX:
0.76
FDSVX:
0.39
JSPJX:
2.86
FDSVX:
1.32
JSPJX:
5.02%
FDSVX:
6.86%
JSPJX:
21.91%
FDSVX:
23.37%
JSPJX:
-47.02%
FDSVX:
-59.34%
JSPJX:
-1.12%
FDSVX:
-5.24%
Returns By Period
In the year-to-date period, JSPJX achieves a 6.21% return, which is significantly higher than FDSVX's 0.03% return.
JSPJX
6.21%
6.43%
4.17%
16.64%
19.12%
30.53%
N/A
FDSVX
0.03%
7.61%
-1.56%
11.41%
17.72%
16.99%
15.72%
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JSPJX vs. FDSVX - Expense Ratio Comparison
JSPJX has a 0.96% expense ratio, which is higher than FDSVX's 0.77% expense ratio.
Risk-Adjusted Performance
JSPJX vs. FDSVX — Risk-Adjusted Performance Rank
JSPJX
FDSVX
JSPJX vs. FDSVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jackson Square Large-Cap Growth Fund (JSPJX) and Fidelity Growth Discovery Fund (FDSVX). 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
JSPJX vs. FDSVX - Dividend Comparison
JSPJX's dividend yield for the trailing twelve months is around 2.86%, less than FDSVX's 12.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JSPJX Jackson Square Large-Cap Growth Fund | 2.86% | 3.04% | 0.00% | 0.00% | 60.66% | 5.33% | 22.77% | 32.68% | 11.63% | 16.64% | 0.00% | 0.00% |
FDSVX Fidelity Growth Discovery Fund | 12.81% | 12.81% | 2.55% | 3.65% | 13.46% | 9.65% | 4.28% | 5.02% | 4.94% | 0.09% | 0.16% | 0.09% |
Drawdowns
JSPJX vs. FDSVX - Drawdown Comparison
The maximum JSPJX drawdown since its inception was -47.02%, smaller than the maximum FDSVX drawdown of -59.34%. Use the drawdown chart below to compare losses from any high point for JSPJX and FDSVX.
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Volatility
JSPJX vs. FDSVX - Volatility Comparison
The current volatility for Jackson Square Large-Cap Growth Fund (JSPJX) is 4.99%, while Fidelity Growth Discovery Fund (FDSVX) has a volatility of 5.73%. This indicates that JSPJX experiences smaller price fluctuations and is considered to be less risky than FDSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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