FSAKX vs. FGJEX
FSAKX (Strategic Advisers U.S. Total Stock Fund) and FGJEX (Fidelity Advisor Growth & Income Fund Class Z) are both Large Cap Blend Equities funds. FSAKX is passively managed, while FGJEX is actively managed. Over the past year, FSAKX returned 23.73% vs 23.50% for FGJEX. A 0.66 correlation means they provide meaningful diversification when combined. FSAKX charges 0.28%/yr vs 0.46%/yr for FGJEX.
Performance
FSAKX vs. FGJEX - Performance Comparison
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Returns By Period
In the year-to-date period, FSAKX achieves a 12.08% return, which is significantly higher than FGJEX's 7.66% return.
FSAKX
- 1D
- 0.24%
- 1M
- 5.47%
- YTD
- 12.08%
- 6M
- 12.32%
- 1Y
- 23.73%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FGJEX
- 1D
- -0.01%
- 1M
- 2.59%
- YTD
- 7.66%
- 6M
- 9.23%
- 1Y
- 23.50%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FSAKX vs. FGJEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
FSAKX Strategic Advisers U.S. Total Stock Fund | 12.08% | 19.32% |
FGJEX Fidelity Advisor Growth & Income Fund Class Z | 7.66% | 24.15% |
Correlation
The correlation between FSAKX and FGJEX is 0.65, 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 | 0.65 |
Correlation (All Time) Calculated using the full available price history since Apr 29, 2025 | 0.66 |
The correlation between FSAKX and FGJEX has been stable across timeframes, ranging from 0.65 to 0.66 - a consistent structural relationship.
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Return for Risk
FSAKX vs. FGJEX — Risk / Return Rank
FSAKX
FGJEX
FSAKX vs. FGJEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers U.S. Total Stock Fund (FSAKX) and Fidelity Advisor Growth & Income Fund Class Z (FGJEX). 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.
| FSAKX | FGJEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.42 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | 2.91 | +0.62 |
| Martin ratioReturn relative to average drawdown | 14.38 | 12.20 | +2.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSAKX | FGJEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.26 | 2.28 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 2.81 | -1.63 |
Drawdowns
FSAKX vs. FGJEX - Drawdown Comparison
The maximum FSAKX drawdown since its inception was -19.58%, which is greater than FGJEX's maximum drawdown of -8.32%. Use the drawdown chart below to compare losses from any high point for FSAKX and FGJEX.
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Drawdown Indicators
| FSAKX | FGJEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.58% | -8.32% | -11.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.97% | -8.32% | -0.65% |
Current DrawdownCurrent decline from peak | 0.00% | -0.01% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -1.06% | -1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 1.98% | +1.16% |
Volatility
FSAKX vs. FGJEX - Volatility Comparison
Strategic Advisers U.S. Total Stock Fund (FSAKX) has a higher volatility of 3.20% compared to Fidelity Advisor Growth & Income Fund Class Z (FGJEX) at 2.38%. This indicates that FSAKX's price experiences larger fluctuations and is considered to be riskier than FGJEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSAKX | FGJEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.20% | 2.38% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.61% | 7.97% | +2.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.02% | 10.65% | +3.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.01% | 10.84% | +9.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.01% | 10.84% | +9.17% |
FSAKX vs. FGJEX - Expense Ratio Comparison
FSAKX has a 0.28% expense ratio, which is lower than FGJEX's 0.46% expense ratio.
Dividends
FSAKX vs. FGJEX - Dividend Comparison
FSAKX's dividend yield for the trailing twelve months is around 2.70%, less than FGJEX's 9.18% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
FGJEX Fidelity Advisor Growth & Income Fund Class Z | 9.18% | 9.59% | 0.00% |
FSAKX Strategic Advisers U.S. Total Stock Fund | 2.70% | 3.02% | 11.09% |
Frequently Asked Questions
FSAKX and FGJEX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSAKX has higher volatility (3.20%) compared to FGJEX (2.38%). In terms of maximum drawdown, FSAKX dropped -19.58% vs FGJEX's -8.32%.
FGJEX currently has the higher Sharpe Ratio (2.28 vs 2.26), 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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