FGJEX vs. VSTSX

Last updated Apr 1, 2026

Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX).

FGJEX is an actively managed fund by Fidelity. It was launched on Mar 20, 2025. VSTSX is managed by Vanguard. It was launched on Jun 27, 2016.

Performance

FGJEX vs. VSTSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). The values are adjusted to include any dividend payments, if applicable.

FGJEX vs. VSTSX - Yearly Performance Comparison

	2026 (YTD)	2025
FGJEX Fidelity Advisor Growth & Income Fund Class Z	-2.99%	24.15%
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	-3.97%	24.77%

Returns By Period

In the year-to-date period, FGJEX achieves a -2.99% return, which is significantly higher than VSTSX's -3.97% return.

FGJEX

• 1D: -0.41%
• 1M: -7.13%
• YTD: -2.99%
• 6M: 0.63%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VSTSX

• 1D: 2.97%
• 1M: -5.09%
• YTD: -3.97%
• 6M: -1.95%
• 1Y: 17.75%
• 3Y*: 17.87%
• 5Y*: 10.51%
• 10Y*: —

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

FGJEX vs. VSTSX - Expense Ratio Comparison

FGJEX has a 0.46% expense ratio, which is higher than VSTSX's 0.01% expense ratio.

FGJEX

Fidelity Advisor Growth & Income Fund Class Z

VSTSX

Vanguard Total Stock Market Index Fund Institutional Select Shares

Return for Risk

FGJEX vs. VSTSX — Risk / Return Rank

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

VSTSX

VSTSX Risk / Return Rank: 59
VSTSX Sharpe Ratio Rank: 48
VSTSX Sortino Ratio Rank: 53
VSTSX Omega Ratio Rank: 55
VSTSX Calmar Ratio Rank: 63
VSTSX 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. VSTSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). 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	VSTSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.98	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.61	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.09	0.72	+1.38

Correlation

The correlation between FGJEX and VSTSX 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. VSTSX - Dividend Comparison

FGJEX's dividend yield for the trailing twelve months is around 9.88%, more than VSTSX's 1.19% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
FGJEX Fidelity Advisor Growth & Income Fund Class Z	9.88%	9.59%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VSTSX Vanguard Total Stock Market Index Fund Institutional Select Shares	1.19%	1.13%	1.27%	1.43%	1.67%	1.23%	1.44%	1.79%	2.07%	1.74%

Drawdowns

FGJEX vs. VSTSX - Drawdown Comparison

The maximum FGJEX drawdown since its inception was -8.32%, smaller than the maximum VSTSX drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for FGJEX and VSTSX.

Drawdown Indicators

	FGJEX	VSTSX	Difference
Max Drawdown Largest peak-to-trough decline	-8.32%	-34.97%	+26.65%
Max Drawdown (1Y) Largest decline over 1 year	—	-12.41%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.35%	—
Current Drawdown Current decline from peak	-8.32%	-6.21%	-2.11%
Average Drawdown Average peak-to-trough decline	-1.05%	-4.97%	+3.92%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.59%	—

Volatility

Volatility by Period

	FGJEX	VSTSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.49%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.79%	—
Volatility (1Y) Calculated over the trailing 1-year period	10.78%	18.61%	-7.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.78%	17.37%	-6.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.78%	18.86%	-8.08%