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FGJEX vs. FRDTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

FGJEX vs. FRDTX

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and Franklin Rising Dividends Fund Class C (FRDTX).

FGJEX is an actively managed fund by Fidelity. It was launched on Mar 20, 2025. FRDTX is managed by Franklin Templeton. It was launched on Jul 22, 1996.

Performance

FGJEX vs. FRDTX - Performance Comparison

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

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FGJEX vs. FRDTX - Yearly Performance Comparison

2026 (YTD)2025
FGJEX
Fidelity Advisor Growth & Income Fund Class Z		-0.45%24.15%
FRDTX
Franklin Rising Dividends Fund Class C		-2.75%15.81%

Returns By Period

In the year-to-date period, FGJEX achieves a -0.45% return, which is significantly higher than FRDTX's -2.75% return.

FGJEX

1D
2.61%
1M
-4.79%
YTD
-0.45%
6M
3.18%
1Y
—
3Y*
—
5Y*
—
10Y*
—

FRDTX

1D
2.10%
1M
-5.16%
YTD
-2.75%
6M
-2.36%
1Y
9.79%
3Y*
12.27%
5Y*
9.24%
10Y*
11.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Fidelity Advisor Growth & Income Fund Class Z

Franklin Rising Dividends Fund Class C

Often compared with FGJEX:
FGJEX vs. WBREOXFGJEX vs. AFIFXFGJEX vs. BFSAXFGJEX vs. QUERXFGJEX vs. AGRDXFGJEX vs. TAGRXFGJEX vs. BEQGX
Often compared with FRDTX:
FRDTX vs. DGROFRDTX vs. SCHDFRDTX vs. EMOFRDTX vs. FKGRXFRDTX vs. DHAMXFRDTX vs. FEQHXFRDTX vs. FKDNX

FGJEX vs. FRDTX - Expense Ratio Comparison

FGJEX has a 0.46% expense ratio, which is lower than FRDTX's 1.59% expense ratio.

FRDTX
Franklin Rising Dividends Fund Class C
FGJEX
Fidelity Advisor Growth & Income Fund Class Z

Return for Risk

FGJEX vs. FRDTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FGJEX
FRDTX
FRDTX Risk / Return Rank: 2626
Overall Rank
FRDTX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
FRDTX Sortino Ratio Rank: 2222
Sortino Ratio Rank
FRDTX Omega Ratio Rank: 2121
Omega Ratio Rank
FRDTX Calmar Ratio Rank: 2929
Calmar Ratio Rank
FRDTX Martin Ratio Rank: 3838
Martin Ratio Rank
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. FRDTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and Franklin Rising Dividends Fund Class C (FRDTX). 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.

FGJEX vs. FRDTX - Sharpe Ratio Comparison

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Sharpe Ratios by Period

FGJEXFRDTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

0.65

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.53

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.63

—

Sharpe Ratio (All Time)

Calculated using the full available price history

2.34

0.56

+1.78

Correlation

The correlation between FGJEX and FRDTX 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

FGJEX vs. FRDTX - Dividend Comparison

FGJEX's dividend yield for the trailing twelve months is around 9.63%, less than FRDTX's 10.01% yield.

TTM20252024202320222021202020192018201720162015
FGJEX
Fidelity Advisor Growth & Income Fund Class Z		9.63%9.59%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FRDTX
Franklin Rising Dividends Fund Class C		10.01%9.73%19.21%3.91%4.27%3.95%0.17%2.35%4.44%2.59%2.61%4.58%

Drawdowns

FGJEX vs. FRDTX - Drawdown Comparison

The maximum FGJEX drawdown since its inception was -8.32%, smaller than the maximum FRDTX drawdown of -52.13%. Use the drawdown chart below to compare losses from any high point for FGJEX and FRDTX.

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Drawdown Indicators

FGJEXFRDTXDifference

Max Drawdown

Largest peak-to-trough decline

-8.32%

-52.13%

+43.81%

Max Drawdown (1Y)

Largest decline over 1 year

—

-10.56%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-21.53%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.93%

—

Current Drawdown

Current decline from peak

-5.93%

-5.25%

-0.68%

Average Drawdown

Average peak-to-trough decline

-1.07%

-6.58%

+5.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.31%

—

Volatility

FGJEX vs. FRDTX - Volatility Comparison

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Volatility by Period

FGJEXFRDTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.23%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

7.78%

—

Volatility (1Y)

Calculated over the trailing 1-year period

11.08%

15.33%

-4.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.08%

17.49%

-6.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.08%

18.12%

-7.04%