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.
Key characteristics
| VHIAX | FXAIX | |
|---|---|---|
| YTD Return | 20.07% | 21.01% |
| 1Y Return | 32.48% | 31.69% |
| 3Y Return (Ann) | 6.94% | 11.19% |
| 5Y Return (Ann) | 19.52% | 15.70% |
| 10Y Return (Ann) | 16.14% | 13.24% |
| Sharpe Ratio | 1.79 | 2.38 |
| Daily Std Dev | 17.85% | 12.80% |
| Max Drawdown | -53.94% | -33.79% |
| Current Drawdown | -4.35% | 0.00% |
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.
Performance
VHIAX vs. FXAIX - Performance Comparison
The year-to-date returns for both investments are quite close, with VHIAX having a 20.07% return and FXAIX slightly higher at 21.01%. Over the past 10 years, VHIAX has outperformed FXAIX with an annualized return of 16.14%, while FXAIX has yielded a comparatively lower 13.24% 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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VHIAX vs. FXAIX - Expense Ratio Comparison
VHIAX has a 1.04% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
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's dividend yield for the trailing twelve months is around 0.53%, less than FXAIX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHIAX JPMorgan Growth Advantage Fund | 0.53% | 0.64% | 0.43% | 15.55% | 10.33% | 9.95% | 9.93% | 4.25% | 0.00% | 3.55% | 3.95% | 4.68% |
FXAIX Fidelity 500 Index Fund | 1.23% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 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 5.72% compared to Fidelity 500 Index Fund (FXAIX) at 4.31%. 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.