FGJEX vs. BFSAX

Last updated Aug 4, 2026

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

Performance

FGJEX vs. BFSAX - Performance Comparison

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

Returns By Period

FGJEX

• 1D: 0.20%
• 1M: 0.89%
• 6M: 7.41%
• YTD: 11.03%
• 1Y: 21.07%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 29.09%

BFSAX

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

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
FGJEX Fidelity Advisor Growth & Income Fund Class Z	$0.00	$0.00	$0.00

FGJEX vs. BFSAX - Yearly Performance Comparison

	2026 (YTD)	2025
FGJEX Fidelity Advisor Growth & Income Fund Class Z	11.03%	24.15%
BFSAX BFS Equity Fund Investor Class	0.00%	0.00%

Return for Risk

FGJEX vs. BFSAX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FGJEX

FGJEX Risk / Return Rank: 71
FGJEX Sharpe Ratio Rank: 73
FGJEX Sortino Ratio Rank: 70
FGJEX Omega Ratio Rank: 69
FGJEX Calmar Ratio Rank: 67
FGJEX Martin Ratio Rank: 78

BFSAX

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FGJEX vs. BFSAX - Risk-Adjusted Trends Comparison

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

	FGJEX	BFSAX	Difference
Sharpe ratio: Return per unit of total volatility	1.77	—	—
Sortino ratio: Return per unit of downside risk	2.50	—	—
Omega ratio: Gain probability vs. loss probability	1.32	—	—
Calmar ratio: Return relative to maximum drawdown	2.34	—	—
Martin ratio: Return relative to average drawdown	9.92	—	—

Drawdowns

Drawdown Indicators

	FGJEX	BFSAX	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	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-1.01%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.97%	—	—

Volatility

Volatility by Period

	FGJEX	BFSAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.93%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.30%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.04%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.84%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.84%	—	—

FGJEX vs. BFSAX - Expense Ratio Comparison

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

Dividends

FGJEX vs. BFSAX - Dividend Comparison

FGJEX's dividend yield for the trailing twelve months is around 8.58%, while BFSAX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BFSAX BFS Equity Fund Investor Class	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	8.58%	9.59%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%