VHIAX vs. FXAIX
Compare and contrast key facts about JPMorgan Growth Advantage Fund (VHIAX) and Fidelity 500 Index Fund (FXAIX).
VHIAX is managed by JPMorgan Chase. It was launched on Oct 29, 1999. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHIAX or FXAIX.
Performance
VHIAX vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, VHIAX achieves a 30.06% return, which is significantly higher than FXAIX's 25.56% return. Over the past 10 years, VHIAX has underperformed FXAIX with an annualized return of 10.38%, while FXAIX has yielded a comparatively higher 13.05% annualized return.
VHIAX
30.06%
2.57%
12.73%
35.59%
11.73%
10.38%
FXAIX
25.56%
1.00%
11.92%
31.93%
15.65%
13.05%
Key characteristics
VHIAX | FXAIX | |
---|---|---|
Sharpe Ratio | 2.14 | 2.69 |
Sortino Ratio | 2.82 | 3.58 |
Omega Ratio | 1.39 | 1.50 |
Calmar Ratio | 1.63 | 3.90 |
Martin Ratio | 11.08 | 17.55 |
Ulcer Index | 3.35% | 1.88% |
Daily Std Dev | 17.37% | 12.25% |
Max Drawdown | -53.94% | -33.79% |
Current Drawdown | -1.68% | -1.35% |
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VHIAX vs. FXAIX - Expense Ratio Comparison
VHIAX has a 1.04% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Correlation
The correlation between VHIAX and FXAIX 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.
Risk-Adjusted Performance
VHIAX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (VHIAX) and Fidelity 500 Index Fund (FXAIX). 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
VHIAX vs. FXAIX - Dividend Comparison
VHIAX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.23%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
JPMorgan Growth Advantage Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Fidelity 500 Index Fund | 1.23% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
VHIAX vs. FXAIX - Drawdown Comparison
The maximum VHIAX drawdown since its inception was -53.94%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for VHIAX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
VHIAX vs. FXAIX - Volatility Comparison
JPMorgan Growth Advantage Fund (VHIAX) has a higher volatility of 5.65% compared to Fidelity 500 Index Fund (FXAIX) at 4.06%. This indicates that VHIAX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.