FINSX vs. FOCPX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity OTC Portfolio (FOCPX).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Performance
FINSX vs. FOCPX - Performance Comparison
Loading graphics...
FINSX vs. FOCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | -4.08% | 21.56% | 35.26% | 36.28% | -26.40% | 24.72% | 23.94% | 29.44% | -4.38% | 28.40% |
FOCPX Fidelity OTC Portfolio | -3.79% | 22.21% | 38.95% | 42.64% | -32.08% | 24.94% | 46.75% | 39.20% | -3.30% | 38.61% |
Returns By Period
In the year-to-date period, FINSX achieves a -4.08% return, which is significantly lower than FOCPX's -3.79% return. Over the past 10 years, FINSX has underperformed FOCPX with an annualized return of 15.28%, while FOCPX has yielded a comparatively higher 19.71% annualized return.
FINSX
- 1D
- 3.62%
- 1M
- -5.86%
- YTD
- -4.08%
- 6M
- -0.44%
- 1Y
- 23.86%
- 3Y*
- 24.96%
- 5Y*
- 13.56%
- 10Y*
- 15.28%
FOCPX
- 1D
- 4.33%
- 1M
- -5.08%
- YTD
- -3.79%
- 6M
- 1.09%
- 1Y
- 31.42%
- 3Y*
- 26.50%
- 5Y*
- 13.38%
- 10Y*
- 19.71%
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. FOCPX - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Return for Risk
FINSX vs. FOCPX — Risk / Return Rank
FINSX
FOCPX
FINSX vs. FOCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) and Fidelity OTC Portfolio (FOCPX). 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.
| FINSX | FOCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.42 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.87 | 2.05 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.29 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 2.59 | -0.30 |
Martin ratioReturn relative to average drawdown | 9.17 | 10.61 | -1.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FINSX | FOCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.42 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.60 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.88 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.63 | 0.00 |
Correlation
The correlation between FINSX and FOCPX is 0.91, 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
FINSX vs. FOCPX - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 9.19%, more than FOCPX's 8.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINSX Fidelity Advisor New Insights Fund Class I | 9.19% | 8.45% | 5.56% | 6.12% | 16.70% | 12.20% | 7.89% | 6.56% | 13.73% | 7.73% | 5.18% | 4.59% |
FOCPX Fidelity OTC Portfolio | 8.08% | 7.78% | 16.76% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% |
Drawdowns
FINSX vs. FOCPX - Drawdown Comparison
The maximum FINSX drawdown since its inception was -48.25%, smaller than the maximum FOCPX drawdown of -70.25%. Use the drawdown chart below to compare losses from any high point for FINSX and FOCPX.
Loading graphics...
Drawdown Indicators
| FINSX | FOCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.25% | -70.25% | +22.00% |
Max Drawdown (1Y)Largest decline over 1 year | -10.83% | -12.53% | +1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -31.85% | -37.05% | +5.20% |
Max Drawdown (10Y)Largest decline over 10 years | -31.95% | -37.05% | +5.10% |
Current DrawdownCurrent decline from peak | -7.15% | -7.45% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -17.08% | +10.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 3.06% | -0.35% |
Volatility
FINSX vs. FOCPX - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class I (FINSX) is 6.65%, while Fidelity OTC Portfolio (FOCPX) has a volatility of 8.08%. This indicates that FINSX experiences smaller price fluctuations and is considered to be less risky than FOCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FINSX | FOCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 8.08% | -1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 14.14% | -2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 23.04% | -3.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 22.59% | -3.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 22.36% | -3.12% |