FGJEX vs. WBREOX

Last updated Apr 1, 2026

Compare and contrast key facts about Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and CIT: BlackRock Equity Index Fund Class 1 (WBREOX).

FGJEX is an actively managed fund by Fidelity. It was launched on Mar 20, 2025. WBREOX is a passively managed fund by BlackRock that tracks the performance of the S&P 500. It was launched on Jul 24, 2017.

Performance

FGJEX vs. WBREOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and CIT: BlackRock Equity Index Fund Class 1 (WBREOX). The values are adjusted to include any dividend payments, if applicable.

FGJEX vs. WBREOX - Yearly Performance Comparison

	2026 (YTD)	2025
FGJEX Fidelity Advisor Growth & Income Fund Class Z	-2.99%	24.15%
WBREOX CIT: BlackRock Equity Index Fund Class 1	-7.06%	23.63%

Returns By Period

In the year-to-date period, FGJEX achieves a -2.99% return, which is significantly higher than WBREOX's -7.06% return.

FGJEX

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

WBREOX

• 1D: -0.39%
• 1M: -7.68%
• YTD: -7.06%
• 6M: -4.59%
• 1Y: 14.44%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FGJEX vs. WBREOX - Expense Ratio Comparison

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

FGJEX

Fidelity Advisor Growth & Income Fund Class Z

WBREOX

CIT: BlackRock Equity Index Fund Class 1

Return for Risk

FGJEX vs. WBREOX — Risk / Return Rank

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

WBREOX

WBREOX Risk / Return Rank: 28
WBREOX Sharpe Ratio Rank: 33
WBREOX Sortino Ratio Rank: 41
WBREOX Omega Ratio Rank: 40
WBREOX Calmar Ratio Rank: 12
WBREOX Martin Ratio Rank: 13

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. WBREOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Growth & Income Fund Class Z (FGJEX) and CIT: BlackRock Equity Index Fund Class 1 (WBREOX). 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	WBREOX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.78	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.09	0.40	+1.69

Correlation

The correlation between FGJEX and WBREOX is 0.72, 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. WBREOX - Dividend Comparison

FGJEX's dividend yield for the trailing twelve months is around 9.88%, while WBREOX has not paid dividends to shareholders.

	TTM	2025
FGJEX Fidelity Advisor Growth & Income Fund Class Z	9.88%	9.59%
WBREOX CIT: BlackRock Equity Index Fund Class 1	0.00%	0.00%

Drawdowns

FGJEX vs. WBREOX - Drawdown Comparison

The maximum FGJEX drawdown since its inception was -8.32%, smaller than the maximum WBREOX drawdown of -19.07%. Use the drawdown chart below to compare losses from any high point for FGJEX and WBREOX.

Drawdown Indicators

	FGJEX	WBREOX	Difference
Max Drawdown Largest peak-to-trough decline	-8.32%	-19.07%	+10.75%
Max Drawdown (1Y) Largest decline over 1 year	—	-12.12%	—
Current Drawdown Current decline from peak	-8.32%	-8.89%	+0.57%
Average Drawdown Average peak-to-trough decline	-1.05%	-2.86%	+1.81%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.97%	—

Volatility

Volatility by Period

	FGJEX	WBREOX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.24%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.22%	—
Volatility (1Y) Calculated over the trailing 1-year period	10.78%	19.88%	-9.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.78%	19.36%	-8.58%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.78%	19.36%	-8.58%