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FGJEX vs. PAGRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

FGJEX vs. PAGRX

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).

FGJEX is an actively managed fund by Fidelity. It was launched on Mar 20, 2025. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.

Performance

FGJEX vs. PAGRX - Performance Comparison

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

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FGJEX vs. PAGRX - Yearly Performance Comparison

2026 (YTD)2025
FGJEX
Fidelity Advisor Growth & Income Fund Class Z		-0.45%24.15%
PAGRX
Permanent Portfolio Aggressive Growth Portfolio		-0.28%40.25%

Returns By Period

In the year-to-date period, FGJEX achieves a -0.45% return, which is significantly lower than PAGRX's -0.28% return.

FGJEX

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

PAGRX

1D
3.71%
1M
-5.53%
YTD
-0.28%
6M
4.30%
1Y
43.96%
3Y*
35.66%
5Y*
17.52%
10Y*
19.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Fidelity Advisor Growth & Income Fund Class Z

Permanent Portfolio Aggressive Growth Portfolio

Often compared with FGJEX:
FGJEX vs. WBREOXFGJEX vs. AFIFXFGJEX vs. BFSAXFGJEX vs. QUERXFGJEX vs. AGRDXFGJEX vs. TAGRXFGJEX vs. BEQGX
Often compared with PAGRX:
PAGRX vs. VFINXPAGRX vs. SCHGPAGRX vs. EKBAXPAGRX vs. VUGPAGRX vs. SPYPAGRX vs. VOOPAGRX vs. MGK

FGJEX vs. PAGRX - Expense Ratio Comparison

FGJEX has a 0.46% expense ratio, which is lower than PAGRX's 1.21% expense ratio.

PAGRX
Permanent Portfolio Aggressive Growth Portfolio
FGJEX
Fidelity Advisor Growth & Income Fund Class Z

Return for Risk

FGJEX vs. PAGRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FGJEX
PAGRX
PAGRX Risk / Return Rank: 9191
Overall Rank
PAGRX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
PAGRX Sortino Ratio Rank: 8989
Sortino Ratio Rank
PAGRX Omega Ratio Rank: 8686
Omega Ratio Rank
PAGRX Calmar Ratio Rank: 9494
Calmar Ratio Rank
PAGRX Martin Ratio Rank: 9797
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. PAGRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX). 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. PAGRX - Sharpe Ratio Comparison

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Sharpe Ratios by Period

FGJEXPAGRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

1.74

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.72

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.78

—

Sharpe Ratio (All Time)

Calculated using the full available price history

2.34

0.53

+1.81

Correlation

The correlation between FGJEX and PAGRX is 0.81, 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. PAGRX - Dividend Comparison

FGJEX's dividend yield for the trailing twelve months is around 9.63%, more than PAGRX's 0.03% 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%
PAGRX
Permanent Portfolio Aggressive Growth Portfolio		0.03%0.03%5.62%2.72%7.79%6.82%15.08%17.51%12.33%8.70%16.94%6.31%

Drawdowns

FGJEX vs. PAGRX - Drawdown Comparison

The maximum FGJEX drawdown since its inception was -8.32%, smaller than the maximum PAGRX drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for FGJEX and PAGRX.

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Drawdown Indicators

FGJEXPAGRXDifference

Max Drawdown

Largest peak-to-trough decline

-8.32%

-55.87%

+47.55%

Max Drawdown (1Y)

Largest decline over 1 year

—

-13.80%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-36.52%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-38.01%

—

Current Drawdown

Current decline from peak

-5.93%

-5.77%

-0.16%

Average Drawdown

Average peak-to-trough decline

-1.07%

-10.09%

+9.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.73%

—

Volatility

FGJEX vs. PAGRX - Volatility Comparison

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Volatility by Period

FGJEXPAGRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

6.77%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

13.91%

—

Volatility (1Y)

Calculated over the trailing 1-year period

11.08%

25.69%

-14.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.08%

24.53%

-13.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.08%

24.49%

-13.41%