FGJEX vs. BFSAX

Last updated Apr 1, 2026

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

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

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 (BFSAX). The values are adjusted to include any dividend payments, if applicable.

FGJEX vs. BFSAX - Yearly Performance Comparison

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

Returns By Period

FGJEX

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

BFSAX

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

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

FGJEX vs. BFSAX - Expense Ratio Comparison

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

BFSAX

BFS Equity Fund

FGJEX

Fidelity Advisor Growth & Income Fund Class Z

Return for Risk

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 (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.

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

Sharpe Ratios by Period

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

Dividends

FGJEX vs. BFSAX - Dividend Comparison

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

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
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%

Drawdowns

Drawdown Indicators

	FGJEX	BFSAX	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

	FGJEX	BFSAX	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%	—	—