EVSAX vs. FGJEX

Last updated Apr 1, 2026

Compare and contrast key facts about Allspring Disciplined U.S. Core Fund (EVSAX) and Fidelity Advisor Growth & Income Fund Class Z (FGJEX).

EVSAX is managed by Allspring Global Investments. It was launched on Feb 28, 1990. FGJEX is an actively managed fund by Fidelity. It was launched on Mar 20, 2025.

Performance

EVSAX vs. FGJEX - Performance Comparison

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

EVSAX vs. FGJEX - Yearly Performance Comparison

	2026 (YTD)	2025
EVSAX Allspring Disciplined U.S. Core Fund	-6.75%	25.44%
FGJEX Fidelity Advisor Growth & Income Fund Class Z	-2.99%	24.15%

Returns By Period

In the year-to-date period, EVSAX achieves a -6.75% return, which is significantly lower than FGJEX's -2.99% return.

EVSAX

• 1D: -0.45%
• 1M: -7.07%
• YTD: -6.75%
• 6M: -4.32%
• 1Y: 16.66%
• 3Y*: 18.72%
• 5Y*: 12.23%
• 10Y*: 13.47%

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)

EVSAX vs. FGJEX - Expense Ratio Comparison

EVSAX has a 0.86% expense ratio, which is higher than FGJEX's 0.46% expense ratio.

EVSAX

Allspring Disciplined U.S. Core Fund

FGJEX

Fidelity Advisor Growth & Income Fund Class Z

Return for Risk

EVSAX vs. FGJEX — Risk / Return Rank

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

EVSAX

EVSAX Risk / Return Rank: 56
EVSAX Sharpe Ratio Rank: 50
EVSAX Sortino Ratio Rank: 55
EVSAX Omega Ratio Rank: 56
EVSAX Calmar Ratio Rank: 53
EVSAX Martin Ratio Rank: 65

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.

EVSAX vs. FGJEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Disciplined U.S. Core Fund (EVSAX) 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.

	EVSAX	FGJEX	Difference
Sharpe ratio Return per unit of total volatility	0.96	—	—
Sortino ratio Return per unit of downside risk	1.46	—	—
Omega ratio Gain probability vs. loss probability	1.22	—	—
Calmar ratio Return relative to maximum drawdown	1.28	—	—
Martin ratio Return relative to average drawdown	6.18	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	EVSAX	FGJEX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.96	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.70	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.74	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.47	2.09	-1.62

Correlation

The correlation between EVSAX and FGJEX is 0.89, 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.

Dividends

EVSAX vs. FGJEX - Dividend Comparison

EVSAX's dividend yield for the trailing twelve months is around 5.94%, less than FGJEX's 9.88% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EVSAX Allspring Disciplined U.S. Core Fund	5.94%	5.54%	6.61%	9.22%	14.46%	8.22%	9.22%	6.68%	7.11%	4.31%	2.43%	11.99%
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

EVSAX vs. FGJEX - Drawdown Comparison

The maximum EVSAX drawdown since its inception was -53.73%, which is greater than FGJEX's maximum drawdown of -8.32%. Use the drawdown chart below to compare losses from any high point for EVSAX and FGJEX.

Drawdown Indicators

	EVSAX	FGJEX	Difference
Max Drawdown Largest peak-to-trough decline	-53.73%	-8.32%	-45.41%
Max Drawdown (1Y) Largest decline over 1 year	-11.69%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-27.72%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-33.03%	—	—
Current Drawdown Current decline from peak	-8.65%	-8.32%	-0.33%
Average Drawdown Average peak-to-trough decline	-9.78%	-1.05%	-8.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.42%	—	—

Volatility

Volatility by Period

	EVSAX	FGJEX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.18%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.37%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.15%	10.78%	+7.37%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.54%	10.78%	+6.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.35%	10.78%	+7.57%