VHIAX vs. FBGRX

In the year-to-date period, VHIAX achieves a 30.06% return, which is significantly lower than FBGRX's 36.02% return. Over the past 10 years, VHIAX has underperformed FBGRX with an annualized return of 10.38%, while FBGRX has yielded a comparatively higher 13.93% annualized return.

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VHIAX has a 1.04% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (VHIAX) and Fidelity Blue Chip Growth Fund (FBGRX). 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 VHIAX Sharpe Ratio is 2.14, which is comparable to the FBGRX Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of VHIAX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VHIAX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.20%.

The maximum VHIAX drawdown since its inception was -53.94%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for VHIAX and FBGRX. For additional features, visit the drawdowns tool.

JPMorgan Growth Advantage Fund (VHIAX) and Fidelity Blue Chip Growth Fund (FBGRX) have volatilities of 5.65% and 5.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.