FGJEX vs. SSSYX

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and State Street Equity 500 Index Fund Class K (SSSYX).

FGJEX is an actively managed fund by Fidelity. It was launched on Mar 20, 2025. SSSYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Sep 17, 2014.

Performance

FGJEX vs. SSSYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and State Street Equity 500 Index Fund Class K (SSSYX). The values are adjusted to include any dividend payments, if applicable.

FGJEX vs. SSSYX - Yearly Performance Comparison

	2026 (YTD)	2025
FGJEX Fidelity Advisor Growth & Income Fund Class Z	-0.45%	24.15%
SSSYX State Street Equity 500 Index Fund Class K	-4.34%	24.84%

Returns By Period

In the year-to-date period, FGJEX achieves a -0.45% return, which is significantly higher than SSSYX's -4.34% return.

FGJEX

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

SSSYX

• 1D: 2.92%
• 1M: -5.02%
• YTD: -4.34%
• 6M: -2.15%
• 1Y: 17.29%
• 3Y*: 18.28%
• 5Y*: 11.75%
• 10Y*: 14.02%

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

FGJEX vs. SSSYX - Expense Ratio Comparison

FGJEX has a 0.46% expense ratio, which is higher than SSSYX's 0.02% expense ratio.

FGJEX

Fidelity Advisor Growth & Income Fund Class Z

SSSYX

State Street Equity 500 Index Fund Class K

Return for Risk

FGJEX vs. SSSYX — Risk / Return Rank

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

SSSYX

SSSYX Risk / Return Rank: 59
SSSYX Sharpe Ratio Rank: 48
SSSYX Sortino Ratio Rank: 53
SSSYX Omega Ratio Rank: 55
SSSYX Calmar Ratio Rank: 64
SSSYX Martin Ratio Rank: 75

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. SSSYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and State Street Equity 500 Index Fund Class K (SSSYX). 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	SSSYX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.97	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.70	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.11	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.34	0.11	+2.23

Correlation

The correlation between FGJEX and SSSYX 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. SSSYX - Dividend Comparison

FGJEX's dividend yield for the trailing twelve months is around 9.63%, more than SSSYX's 1.51% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
SSSYX State Street Equity 500 Index Fund Class K	1.51%	1.44%	1.63%	1.78%	2.16%	2.76%	1.86%	4.44%	5.18%	5.94%	2.07%	1.84%

Drawdowns

FGJEX vs. SSSYX - Drawdown Comparison

The maximum FGJEX drawdown since its inception was -8.32%, smaller than the maximum SSSYX drawdown of -91.48%. Use the drawdown chart below to compare losses from any high point for FGJEX and SSSYX.

Drawdown Indicators

	FGJEX	SSSYX	Difference
Max Drawdown Largest peak-to-trough decline	-8.32%	-91.48%	+83.16%
Max Drawdown (1Y) Largest decline over 1 year	—	-12.10%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.49%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-91.48%	—
Current Drawdown Current decline from peak	-5.93%	-6.22%	+0.29%
Average Drawdown Average peak-to-trough decline	-1.07%	-4.20%	+3.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.52%	—

Volatility

Volatility by Period

	FGJEX	SSSYX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.34%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.53%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.08%	18.29%	-7.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.08%	16.89%	-5.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.08%	124.43%	-113.35%