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FGJEX vs. SOPAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

FGJEX vs. SOPAX

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and ClearBridge Dividend Strategy Fund (SOPAX).

FGJEX is an actively managed fund by Fidelity. It was launched on Mar 20, 2025. SOPAX is managed by Franklin Templeton. It was launched on Nov 6, 1992.

Performance

FGJEX vs. SOPAX - Performance Comparison

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

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FGJEX vs. SOPAX - Yearly Performance Comparison

2026 (YTD)2025
FGJEX
Fidelity Advisor Growth & Income Fund Class Z		-0.45%24.15%
SOPAX
ClearBridge Dividend Strategy Fund		-0.48%13.01%

Returns By Period

In the year-to-date period, FGJEX achieves a -0.45% return, which is significantly higher than SOPAX's -0.48% return.

FGJEX

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

SOPAX

1D
1.18%
1M
-5.95%
YTD
-0.48%
6M
0.43%
1Y
10.37%
3Y*
13.72%
5Y*
10.23%
10Y*
11.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Fidelity Advisor Growth & Income Fund Class Z

ClearBridge Dividend Strategy Fund

Often compared with FGJEX:
FGJEX vs. WBREOXFGJEX vs. AFIFXFGJEX vs. BFSAXFGJEX vs. QUERXFGJEX vs. AGRDXFGJEX vs. TAGRXFGJEX vs. BEQGX
Often compared with SOPAX:
SOPAX vs. SWPPXSOPAX vs. DGROSOPAX vs. FXAIXSOPAX vs. DONSOPAX vs. AMCPXSOPAX vs. AFVLXSOPAX vs. IDIVX

FGJEX vs. SOPAX - Expense Ratio Comparison

FGJEX has a 0.46% expense ratio, which is lower than SOPAX's 1.02% expense ratio.

SOPAX
ClearBridge Dividend Strategy Fund
FGJEX
Fidelity Advisor Growth & Income Fund Class Z

Return for Risk

FGJEX vs. SOPAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FGJEX
SOPAX
SOPAX Risk / Return Rank: 3737
Overall Rank
SOPAX Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
SOPAX Sortino Ratio Rank: 3131
Sortino Ratio Rank
SOPAX Omega Ratio Rank: 3333
Omega Ratio Rank
SOPAX Calmar Ratio Rank: 4141
Calmar Ratio Rank
SOPAX Martin Ratio Rank: 4646
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. SOPAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and ClearBridge Dividend Strategy Fund (SOPAX). 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. SOPAX - Sharpe Ratio Comparison

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Sharpe Ratios by Period

FGJEXSOPAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

0.78

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.72

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.71

—

Sharpe Ratio (All Time)

Calculated using the full available price history

2.34

0.95

+1.39

Correlation

The correlation between FGJEX and SOPAX is 0.79, 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. SOPAX - Dividend Comparison

FGJEX's dividend yield for the trailing twelve months is around 9.63%, less than SOPAX's 13.42% 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%
SOPAX
ClearBridge Dividend Strategy Fund		13.42%13.65%9.54%9.20%5.68%9.93%1.76%7.32%6.56%6.75%3.03%1.53%

Drawdowns

FGJEX vs. SOPAX - Drawdown Comparison

The maximum FGJEX drawdown since its inception was -8.32%, smaller than the maximum SOPAX drawdown of -46.78%. Use the drawdown chart below to compare losses from any high point for FGJEX and SOPAX.

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Drawdown Indicators

FGJEXSOPAXDifference

Max Drawdown

Largest peak-to-trough decline

-8.32%

-46.78%

+38.46%

Max Drawdown (1Y)

Largest decline over 1 year

—

-9.94%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-19.31%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-34.72%

—

Current Drawdown

Current decline from peak

-5.93%

-6.50%

+0.57%

Average Drawdown

Average peak-to-trough decline

-1.07%

-4.90%

+3.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.30%

—

Volatility

FGJEX vs. SOPAX - Volatility Comparison

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Volatility by Period

FGJEXSOPAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

3.56%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

7.00%

—

Volatility (1Y)

Calculated over the trailing 1-year period

11.08%

13.53%

-2.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.08%

14.24%

-3.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.08%

16.36%

-5.28%