BFSAX vs. FGJEX

Last updated Jun 24, 2026

BFSAX (BFS Equity Fund) and FGJEX (Fidelity Advisor Growth & Income Fund Class Z) are both Large Cap Blend Equities funds. BFSAX charges 1.25%/yr vs 0.46%/yr for FGJEX.

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.

Returns By Period

BFSAX

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

FGJEX

• 1D: -0.33%
• 1M: 0.98%
• YTD: 7.87%
• 6M: 7.25%
• 1Y: 21.75%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

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	7.87%	24.15%

Return for Risk

BFSAX vs. FGJEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BFSAX

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

FGJEX

FGJEX Risk / Return Rank: 59
FGJEX Sharpe Ratio Rank: 60
FGJEX Sortino Ratio Rank: 59
FGJEX Omega Ratio Rank: 57
FGJEX Calmar Ratio Rank: 57
FGJEX Martin Ratio Rank: 62

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BFSAX	FGJEX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.11	—
Sortino ratio: Return per unit of downside risk	—	2.96	—
Omega ratio: Gain probability vs. loss probability	—	1.38	—
Calmar ratio: Return relative to maximum drawdown	—	2.77	—
Martin ratio: Return relative to average drawdown	—	11.57	—

Drawdowns

Drawdown Indicators

	BFSAX	FGJEX	Difference
Max Drawdown Largest peak-to-trough decline	—	-8.32%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-8.32%	—
Current Drawdown Current decline from peak	—	-0.85%	—
Average Drawdown Average peak-to-trough decline	—	-1.04%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.99%	—

Volatility

Volatility by Period

	BFSAX	FGJEX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.28%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.27%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	10.98%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	10.98%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	10.98%	—

BFSAX vs. FGJEX - Expense Ratio Comparison

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

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 9.16%.

Position	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	9.16%	9.59%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%