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FINSX vs. FAGCX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FINSX and FAGCX 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.


-0.50.00.51.00.9

Performance

FINSX vs. FAGCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX). The values are adjusted to include any dividend payments, if applicable.

500.00%550.00%600.00%650.00%700.00%750.00%SeptemberOctoberNovemberDecember2025February
561.65%
771.87%
FINSX
FAGCX

Key characteristics

Sharpe Ratio

FINSX:

1.53

FAGCX:

1.83

Sortino Ratio

FINSX:

2.04

FAGCX:

2.41

Omega Ratio

FINSX:

1.28

FAGCX:

1.32

Calmar Ratio

FINSX:

1.27

FAGCX:

2.04

Martin Ratio

FINSX:

7.27

FAGCX:

10.81

Ulcer Index

FINSX:

3.44%

FAGCX:

3.59%

Daily Std Dev

FINSX:

16.31%

FAGCX:

21.13%

Max Drawdown

FINSX:

-49.23%

FAGCX:

-65.09%

Current Drawdown

FINSX:

-2.86%

FAGCX:

0.00%

Returns By Period

In the year-to-date period, FINSX achieves a 5.78% return, which is significantly lower than FAGCX's 7.75% return. Over the past 10 years, FINSX has underperformed FAGCX with an annualized return of 5.70%, while FAGCX has yielded a comparatively higher 12.11% annualized return.


FINSX

YTD

5.78%

1M

3.32%

6M

8.85%

1Y

22.65%

5Y*

6.36%

10Y*

5.70%

FAGCX

YTD

7.75%

1M

5.56%

6M

21.09%

1Y

35.45%

5Y*

14.93%

10Y*

12.11%

*Annualized

Compare stocks, funds, or ETFs

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


FINSX vs. FAGCX - Expense Ratio Comparison

FINSX has a 0.68% expense ratio, which is lower than FAGCX's 0.79% expense ratio.


FAGCX
Fidelity Advisor Growth Opportunities Fund Class I
Expense ratio chart for FAGCX: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%
Expense ratio chart for FINSX: current value at 0.68% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.68%

Risk-Adjusted Performance

FINSX vs. FAGCX — Risk-Adjusted Performance Rank

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

FINSX
The Risk-Adjusted Performance Rank of FINSX is 7070
Overall Rank
The Sharpe Ratio Rank of FINSX is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of FINSX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of FINSX is 7070
Omega Ratio Rank
The Calmar Ratio Rank of FINSX is 6969
Calmar Ratio Rank
The Martin Ratio Rank of FINSX is 7373
Martin Ratio Rank

FAGCX
The Risk-Adjusted Performance Rank of FAGCX is 8585
Overall Rank
The Sharpe Ratio Rank of FAGCX is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of FAGCX is 8383
Sortino Ratio Rank
The Omega Ratio Rank of FAGCX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of FAGCX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of FAGCX is 8989
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FINSX vs. FAGCX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX). 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.


Sharpe ratio
The chart of Sharpe ratio for FINSX, currently valued at 1.53, compared to the broader market-1.000.001.002.003.004.001.531.83
The chart of Sortino ratio for FINSX, currently valued at 2.04, compared to the broader market0.002.004.006.008.0010.0012.002.042.41
The chart of Omega ratio for FINSX, currently valued at 1.28, compared to the broader market1.002.003.004.001.281.32
The chart of Calmar ratio for FINSX, currently valued at 1.27, compared to the broader market0.005.0010.0015.0020.001.272.04
The chart of Martin ratio for FINSX, currently valued at 7.27, compared to the broader market0.0020.0040.0060.0080.007.2710.81
FINSX
FAGCX

The current FINSX Sharpe Ratio is 1.53, which is comparable to the FAGCX Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of FINSX and FAGCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.00SeptemberOctoberNovemberDecember2025February
1.53
1.83
FINSX
FAGCX

Dividends

FINSX vs. FAGCX - Dividend Comparison

FINSX's dividend yield for the trailing twelve months is around 0.02%, while FAGCX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
FINSX
Fidelity Advisor New Insights Fund Class I
0.02%0.04%0.41%2.76%0.00%0.01%0.37%0.27%0.28%0.42%0.90%8.00%
FAGCX
Fidelity Advisor Growth Opportunities Fund Class I
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FINSX vs. FAGCX - Drawdown Comparison

The maximum FINSX drawdown since its inception was -49.23%, smaller than the maximum FAGCX drawdown of -65.09%. Use the drawdown chart below to compare losses from any high point for FINSX and FAGCX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.86%
0
FINSX
FAGCX

Volatility

FINSX vs. FAGCX - Volatility Comparison

The current volatility for Fidelity Advisor New Insights Fund Class I (FINSX) is 4.98%, while Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) has a volatility of 7.00%. This indicates that FINSX experiences smaller price fluctuations and is considered to be less risky than FAGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
4.98%
7.00%
FINSX
FAGCX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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