FGJEX vs. BRGKX

Last updated Apr 4, 2026

Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX).

FGJEX is an actively managed fund by Fidelity. It was launched on Mar 20, 2025. BRGKX is a passively managed fund by iShares that tracks the performance of the Russell 1000 Index. It was launched on Mar 31, 2011.

Performance

FGJEX vs. BRGKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX). The values are adjusted to include any dividend payments, if applicable.

FGJEX vs. BRGKX - Yearly Performance Comparison

	2026 (YTD)	2025
FGJEX Fidelity Advisor Growth & Income Fund Class Z	-0.23%	24.15%
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K	-3.63%	24.45%

Returns By Period

In the year-to-date period, FGJEX achieves a -0.23% return, which is significantly higher than BRGKX's -3.63% return.

FGJEX

• 1D: 0.06%
• 1M: -3.76%
• YTD: -0.23%
• 6M: 2.97%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BRGKX

• 1D: 0.15%
• 1M: -4.28%
• YTD: -3.63%
• 6M: -1.76%
• 1Y: 23.11%
• 3Y*: 18.19%
• 5Y*: 11.11%
• 10Y*: 13.82%

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

FGJEX vs. BRGKX - Expense Ratio Comparison

FGJEX has a 0.46% expense ratio, which is higher than BRGKX's 0.06% expense ratio.

FGJEX

Fidelity Advisor Growth & Income Fund Class Z

BRGKX

iShares Russell 1000 Large-Cap Index Fund Class K

Return for Risk

FGJEX vs. BRGKX — Risk / Return Rank

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

BRGKX

BRGKX Risk / Return Rank: 44
BRGKX Sharpe Ratio Rank: 38
BRGKX Sortino Ratio Rank: 40
BRGKX Omega Ratio Rank: 44
BRGKX Calmar Ratio Rank: 44
BRGKX Martin Ratio Rank: 56

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.

FGJEX vs. BRGKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and iShares Russell 1000 Large-Cap Index Fund Class K (BRGKX). 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	BRGKX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.93	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.65	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.76	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.35	0.73	+1.62

Correlation

The correlation between FGJEX and BRGKX is 0.91, 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

FGJEX vs. BRGKX - Dividend Comparison

FGJEX's dividend yield for the trailing twelve months is around 9.61%, more than BRGKX's 2.60% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FGJEX Fidelity Advisor Growth & Income Fund Class Z	9.61%	9.59%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K	2.60%	2.77%	1.38%	1.49%	1.82%	1.88%	1.51%	2.82%	2.46%	2.31%	3.94%	4.86%

Drawdowns

FGJEX vs. BRGKX - Drawdown Comparison

The maximum FGJEX drawdown since its inception was -8.32%, smaller than the maximum BRGKX drawdown of -34.58%. Use the drawdown chart below to compare losses from any high point for FGJEX and BRGKX.

Drawdown Indicators

	FGJEX	BRGKX	Difference
Max Drawdown Largest peak-to-trough decline	-8.32%	-34.58%	+26.26%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.85%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.13%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.58%	—
Current Drawdown Current decline from peak	-5.72%	-5.64%	-0.08%
Average Drawdown Average peak-to-trough decline	-1.11%	-4.09%	+2.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.61%	—

Volatility

Volatility by Period

	FGJEX	BRGKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.17%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.56%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.03%	18.41%	-7.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.03%	17.17%	-6.14%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.03%	18.20%	-7.17%