BFSAX vs. FGJEX

Last updated Apr 1, 2026

Compare and contrast key facts about BFS Equity Fund (BFSAX) and Fidelity Advisor Growth & Income Fund Class Z (FGJEX).

BFSAX is managed by BFS. It was launched on Nov 8, 2013. FGJEX is an actively managed fund by Fidelity. It was launched on Mar 20, 2025.

Performance

BFSAX vs. FGJEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BFS Equity Fund (BFSAX) and Fidelity Advisor Growth & Income Fund Class Z (FGJEX). The values are adjusted to include any dividend payments, if applicable.

BFSAX vs. FGJEX - Yearly Performance Comparison

	2026 (YTD)	2025
BFSAX BFS Equity Fund	0.00%	0.00%
FGJEX Fidelity Advisor Growth & Income Fund Class Z	-2.99%	24.15%

Returns By Period

BFSAX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FGJEX

• 1D: -0.41%
• 1M: -7.13%
• YTD: -2.99%
• 6M: 0.63%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BFSAX vs. FGJEX - Expense Ratio Comparison

BFSAX has a 1.25% expense ratio, which is higher than FGJEX's 0.46% expense ratio.

BFSAX

BFS Equity Fund

FGJEX

Fidelity Advisor Growth & Income Fund Class Z

Return for Risk

BFSAX vs. FGJEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BFS Equity Fund (BFSAX) and Fidelity Advisor Growth & Income Fund Class Z (FGJEX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BFSAX	FGJEX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	2.09	—

Dividends

BFSAX vs. FGJEX - Dividend Comparison

BFSAX has not paid dividends to shareholders, while FGJEX's dividend yield for the trailing twelve months is around 9.88%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BFSAX BFS Equity Fund	0.00%	0.00%	0.00%	0.00%	1.14%	9.63%	1.50%	1.69%	3.63%	0.32%	0.45%	0.30%
FGJEX Fidelity Advisor Growth & Income Fund Class Z	9.88%	9.59%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	BFSAX	FGJEX	Difference
Max Drawdown Largest peak-to-trough decline	—	-8.32%	—
Current Drawdown Current decline from peak	—	-8.32%	—
Average Drawdown Average peak-to-trough decline	—	-1.05%	—

Volatility

Volatility by Period

	BFSAX	FGJEX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	10.78%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	10.78%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	10.78%	—