PortfoliosLab logoPortfoliosLab logo
TLGUX vs. FGJEX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TLGUX vs. FGJEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) and Fidelity Advisor Growth & Income Fund Class Z (FGJEX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


TLGUX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

FGJEX

1D
0.00%
1M
0.54%
YTD
6.56%
6M
8.40%
1Y
21.27%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TLGUX vs. FGJEX - Yearly Performance Comparison


Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

TLGUX vs. FGJEX — Risk / Return Rank

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

TLGUX

FGJEX
FGJEX Risk / Return Rank: 6262
Overall Rank
FGJEX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FGJEX Sortino Ratio Rank: 6464
Sortino Ratio Rank
FGJEX Omega Ratio Rank: 6060
Omega Ratio Rank
FGJEX Calmar Ratio Rank: 5959
Calmar Ratio Rank
FGJEX Martin Ratio Rank: 6464
Martin Ratio Rank
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.

TLGUX vs. FGJEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Pathway Funds Large Cap Equity Fund (TLGUX) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

TLGUX vs. FGJEX - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


TLGUXFGJEXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.99

Sharpe Ratio (All Time)

Calculated using the full available price history

2.63

Drawdowns

TLGUX vs. FGJEX - Drawdown Comparison


Loading charts...

Drawdown Indicators


TLGUXFGJEXDifference

Max Drawdown

Largest peak-to-trough decline

-8.32%

Max Drawdown (1Y)

Largest decline over 1 year

-8.32%

Current Drawdown

Current decline from peak

-1.35%

Average Drawdown

Average peak-to-trough decline

-1.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.99%

Volatility

TLGUX vs. FGJEX - Volatility Comparison


Loading charts...

Volatility by Period


TLGUXFGJEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.44%

Volatility (6M)

Calculated over the trailing 6-month period

8.11%

Volatility (1Y)

Calculated over the trailing 1-year period

10.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.89%

TLGUX vs. FGJEX - Expense Ratio Comparison

TLGUX has a 0.47% expense ratio, which is higher than FGJEX's 0.46% expense ratio.


Dividends

TLGUX vs. FGJEX - Dividend Comparison

TLGUX has not paid dividends to shareholders, while FGJEX's dividend yield for the trailing twelve months is around 9.27%.


Portfolio Optimizer

Find the right allocation for TLGUX and FGJEX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer