FVWSX vs. AMOMX

Last updated Jun 4, 2026

FVWSX (Fidelity Series Opportunistic Insights Fund) and AMOMX (AQR Large Cap Momentum Style Fund) are both Large Cap Growth Equities funds. Their correlation of 0.94 suggests significant overlap in exposure. FVWSX charges 0.00%/yr vs 0.41%/yr for AMOMX.

Performance

FVWSX vs. AMOMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Series Opportunistic Insights Fund (FVWSX) and AQR Large Cap Momentum Style Fund (AMOMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FVWSX

• 1D: 0.14%
• 1M: 3.87%
• YTD: 9.61%
• 6M: 11.67%
• 1Y: 26.73%
• 3Y*: 28.31%
• 5Y*: 15.55%
• 10Y*: 17.75%

AMOMX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FVWSX vs. AMOMX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FVWSX Fidelity Series Opportunistic Insights Fund	9.61%	22.69%	36.47%	33.21%	-25.74%	24.95%	31.17%	30.57%	-2.07%	33.19%
AMOMX AQR Large Cap Momentum Style Fund	11.26%	15.36%	27.62%	18.17%	-18.00%	26.01%	26.86%	29.20%	-4.01%	23.87%

Correlation

The correlation between FVWSX and AMOMX is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.87
Correlation (3Y) Calculated over the trailing 3-year period	0.93
Correlation (5Y) Calculated over the trailing 5-year period	0.93
Correlation (10Y) Calculated over the trailing 10-year period	0.94
Correlation (All Time) Calculated using the full available price history since Dec 12, 2012	0.94

The correlation between FVWSX and AMOMX has been stable across timeframes, ranging from 0.87 to 0.94 - a consistent structural relationship.

Return for Risk

FVWSX vs. AMOMX — Risk / Return Rank

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

FVWSX

FVWSX Risk / Return Rank: 46
FVWSX Sharpe Ratio Rank: 44
FVWSX Sortino Ratio Rank: 40
FVWSX Omega Ratio Rank: 41
FVWSX Calmar Ratio Rank: 46
FVWSX Martin Ratio Rank: 57

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.

FVWSX vs. AMOMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) and AQR Large Cap Momentum Style Fund (AMOMX). 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.

	FVWSX	AMOMX	Difference
Sharpe ratio: Return per unit of total volatility	1.92	—	—
Sortino ratio: Return per unit of downside risk	2.65	—	—
Omega ratio: Gain probability vs. loss probability	1.34	—	—
Calmar ratio: Return relative to maximum drawdown	2.59	—	—
Martin ratio: Return relative to average drawdown	11.49	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	FVWSX	AMOMX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.92	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.83	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.92	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.94	—	—

Drawdowns

Drawdown Indicators

	FVWSX	AMOMX	Difference
Max Drawdown Largest peak-to-trough decline	-31.69%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-10.52%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-20.23%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-31.69%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-31.69%	—	—
Current Drawdown Current decline from peak	-0.29%	—	—
Average Drawdown Average peak-to-trough decline	-5.28%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.37%	—	—

Volatility

Volatility by Period

	FVWSX	AMOMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.72%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.77%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.21%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.79%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.39%	—	—

FVWSX vs. AMOMX - Expense Ratio Comparison

FVWSX has a 0.00% expense ratio, which is lower than AMOMX's 0.41% expense ratio.

Dividends

FVWSX vs. AMOMX - Dividend Comparison

FVWSX's dividend yield for the trailing twelve months is around 14.90%, less than AMOMX's 30.65% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AMOMX AQR Large Cap Momentum Style Fund	30.65%	25.49%	14.05%	14.08%	10.95%	17.95%	16.14%	10.22%	12.17%	9.15%	8.23%	8.44%
FVWSX Fidelity Series Opportunistic Insights Fund	14.90%	16.24%	6.57%	1.02%	8.29%	21.40%	16.45%	9.19%	12.34%	12.74%	2.63%	7.00%

Frequently Asked Questions

Can I hold both FVWSX and AMOMX in my portfolio?

FVWSX and AMOMX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.