FGJEX vs. VTSAX

Last updated Apr 2, 2026

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

FGJEX is an actively managed fund by Fidelity. It was launched on Mar 20, 2025. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.

Performance

FGJEX vs. VTSAX - 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 Admiral Shares (VTSAX). The values are adjusted to include any dividend payments, if applicable.

FGJEX vs. VTSAX - Yearly Performance Comparison

	2026 (YTD)	2025
FGJEX Fidelity Advisor Growth & Income Fund Class Z	-0.45%	24.15%
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares	-3.97%	24.74%

Returns By Period

In the year-to-date period, FGJEX achieves a -0.45% return, which is significantly higher than VTSAX's -3.97% return.

FGJEX

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

VTSAX

• 1D: 2.97%
• 1M: -5.09%
• YTD: -3.97%
• 6M: -1.96%
• 1Y: 17.71%
• 3Y*: 17.84%
• 5Y*: 10.48%
• 10Y*: 13.60%

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

FGJEX vs. VTSAX - Expense Ratio Comparison

FGJEX has a 0.46% expense ratio, which is higher than VTSAX's 0.04% expense ratio.

FGJEX

Fidelity Advisor Growth & Income Fund Class Z

VTSAX

Vanguard Total Stock Market Index Fund Admiral Shares

Return for Risk

FGJEX vs. VTSAX — Risk / Return Rank

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

VTSAX

VTSAX Risk / Return Rank: 59
VTSAX Sharpe Ratio Rank: 48
VTSAX Sortino Ratio Rank: 54
VTSAX Omega Ratio Rank: 56
VTSAX Calmar Ratio Rank: 64
VTSAX Martin Ratio Rank: 76

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. VTSAX - 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 Admiral Shares (VTSAX). 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	VTSAX	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 (10Y) Calculated over the trailing 10-year period	—	0.74	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.34	0.44	+1.90

Correlation

The correlation between FGJEX and VTSAX is 0.92, 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. VTSAX - Dividend Comparison

FGJEX's dividend yield for the trailing twelve months is around 9.63%, more than VTSAX's 1.16% 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%
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares	1.16%	1.11%	1.26%	1.42%	1.65%	1.20%	1.41%	1.76%	2.03%	1.71%	1.92%	1.98%

Drawdowns

FGJEX vs. VTSAX - Drawdown Comparison

The maximum FGJEX drawdown since its inception was -8.32%, smaller than the maximum VTSAX drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for FGJEX and VTSAX.

Drawdown Indicators

	FGJEX	VTSAX	Difference
Max Drawdown Largest peak-to-trough decline	-8.32%	-55.33%	+47.01%
Max Drawdown (1Y) Largest decline over 1 year	—	-12.41%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.97%	—
Current Drawdown Current decline from peak	-5.93%	-6.22%	+0.29%
Average Drawdown Average peak-to-trough decline	-1.07%	-9.06%	+7.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.59%	—

Volatility

Volatility by Period

	FGJEX	VTSAX	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	11.08%	18.61%	-7.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.08%	17.37%	-6.29%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.08%	18.39%	-7.31%