FINSX vs. VIGIX
Compare and contrast key facts about Fidelity Advisor New Insights Fund Class I (FINSX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
FINSX is managed by Fidelity. It was launched on Jul 31, 2003. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Performance
FINSX vs. VIGIX - Performance Comparison
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FINSX vs. VIGIX - 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% |
VIGIX Vanguard Growth Index Fund Institutional Shares | -10.39% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
Returns By Period
In the year-to-date period, FINSX achieves a -4.08% return, which is significantly higher than VIGIX's -10.39% return. Both investments have delivered pretty close results over the past 10 years, with FINSX having a 15.28% annualized return and VIGIX not far ahead at 16.03%.
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%
VIGIX
- 1D
- 3.99%
- 1M
- -5.47%
- YTD
- -10.39%
- 6M
- -9.19%
- 1Y
- 17.20%
- 3Y*
- 21.14%
- 5Y*
- 11.43%
- 10Y*
- 16.03%
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FINSX vs. VIGIX - Expense Ratio Comparison
FINSX has a 0.68% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Return for Risk
FINSX vs. VIGIX — Risk / Return Rank
FINSX
VIGIX
FINSX vs. VIGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor New Insights Fund Class I (FINSX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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 | VIGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.80 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.31 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.18 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.11 | +1.17 |
Martin ratioReturn relative to average drawdown | 9.17 | 3.97 | +5.20 |
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
| FINSX | VIGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.80 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.51 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.75 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.44 | +0.19 |
Correlation
The correlation between FINSX and VIGIX is 0.93, 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. VIGIX - Dividend Comparison
FINSX's dividend yield for the trailing twelve months is around 9.19%, more than VIGIX's 0.45% 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% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.45% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
Drawdowns
FINSX vs. VIGIX - Drawdown Comparison
The maximum FINSX drawdown since its inception was -48.25%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for FINSX and VIGIX.
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Drawdown Indicators
| FINSX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.25% | -56.95% | +8.70% |
Max Drawdown (1Y)Largest decline over 1 year | -10.83% | -16.51% | +5.68% |
Max Drawdown (5Y)Largest decline over 5 years | -31.85% | -35.62% | +3.77% |
Max Drawdown (10Y)Largest decline over 10 years | -31.95% | -35.62% | +3.67% |
Current DrawdownCurrent decline from peak | -7.15% | -13.17% | +6.02% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -16.36% | +9.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 4.64% | -1.93% |
Volatility
FINSX vs. VIGIX - Volatility Comparison
The current volatility for Fidelity Advisor New Insights Fund Class I (FINSX) is 6.65%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 7.01%. This indicates that FINSX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FINSX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 7.01% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 12.74% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 22.99% | -3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.06% | 22.36% | -3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 21.53% | -2.29% |