FGJEX vs. TANDX
FGJEX (Fidelity Advisor Growth & Income Fund Class Z) and TANDX (Castle Tandem Fund) are both Large Cap Blend Equities funds. Over the past year, FGJEX returned 21.75% vs -15.47% for TANDX. A 0.57 correlation means they provide meaningful diversification when combined. FGJEX charges 0.46%/yr vs 1.59%/yr for TANDX.
Performance
FGJEX vs. TANDX - Performance Comparison
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Returns By Period
In the year-to-date period, FGJEX achieves a 7.87% return, which is significantly higher than TANDX's -13.98% return.
FGJEX
- 1D
- -0.33%
- 1M
- 0.98%
- YTD
- 7.87%
- 6M
- 7.25%
- 1Y
- 21.75%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TANDX
- 1D
- -0.79%
- 1M
- -2.77%
- YTD
- -13.98%
- 6M
- -14.52%
- 1Y
- -15.47%
- 3Y*
- 0.56%
- 5Y*
- 1.33%
- 10Y*
- —
FGJEX vs. TANDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
FGJEX Fidelity Advisor Growth & Income Fund Class Z | 7.87% | 24.15% |
TANDX Castle Tandem Fund | -13.98% | 1.33% |
Correlation
The correlation between FGJEX and TANDX is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2025 | 0.57 |
The correlation between FGJEX and TANDX has been stable across timeframes, ranging from 0.56 to 0.57 - a consistent structural relationship.
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Return for Risk
FGJEX vs. TANDX — Risk / Return Rank
FGJEX
TANDX
FGJEX vs. TANDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and Castle Tandem Fund (TANDX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FGJEX | TANDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.65 | ||
| Sortino ratioReturn per unit of downside risk | +5.03 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 0.77 | +0.62 |
| Calmar ratioReturn relative to maximum drawdown | 2.77 | -0.88 | +3.65 |
| Martin ratioReturn relative to average drawdown | 11.57 | -1.91 | +13.48 |
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Drawdowns
FGJEX vs. TANDX - Drawdown Comparison
The maximum FGJEX drawdown since its inception was -8.32%, smaller than the maximum TANDX drawdown of -93.98%. Use the drawdown chart below to compare losses from any high point for FGJEX and TANDX.
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Drawdown Indicators
| FGJEX | TANDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.32% | -93.98% | +85.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.32% | -16.90% | +8.58% |
Max Drawdown (3Y)Largest decline over 3 years | — | -93.98% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -93.98% | — |
Current DrawdownCurrent decline from peak | -0.85% | -93.98% | +93.13% |
Average DrawdownAverage peak-to-trough decline | -1.04% | -20.77% | +19.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 7.72% | -5.73% |
Volatility
FGJEX vs. TANDX - Volatility Comparison
Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and Castle Tandem Fund (TANDX) have volatilities of 3.28% and 3.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGJEX | TANDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 3.23% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 8.27% | 7.55% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.98% | 9.62% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.98% | 596.04% | -585.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.98% | 494.77% | -483.79% |
FGJEX vs. TANDX - Expense Ratio Comparison
FGJEX has a 0.46% expense ratio, which is lower than TANDX's 1.59% expense ratio.
Dividends
FGJEX vs. TANDX - Dividend Comparison
FGJEX's dividend yield for the trailing twelve months is around 9.16%, more than TANDX's 7.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
FGJEX Fidelity Advisor Growth & Income Fund Class Z | 9.16% | 9.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TANDX Castle Tandem Fund | 7.17% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% |
Frequently Asked Questions
FGJEX and TANDX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FGJEX has higher volatility (3.28%) compared to TANDX (3.23%). In terms of maximum drawdown, FGJEX dropped -8.32% vs TANDX's -93.98%.
FGJEX currently has the higher Sharpe Ratio (2.11 vs -1.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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