FVWSX vs. AMOMX
Compare and contrast key facts about Fidelity Series Opportunistic Insights Fund (FVWSX) and AQR Large Cap Momentum Style Fund (AMOMX).
FVWSX is managed by Fidelity. It was launched on Dec 6, 2012. AMOMX is managed by AQR Funds. It was launched on Jul 9, 2009.
Performance
FVWSX vs. AMOMX - Performance Comparison
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FVWSX vs. AMOMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FVWSX Fidelity Series Opportunistic Insights Fund | -7.57% | 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 | -6.19% | 15.36% | 27.62% | 18.17% | -18.00% | 26.01% | 26.86% | 29.20% | -4.01% | 23.87% |
Returns By Period
In the year-to-date period, FVWSX achieves a -7.57% return, which is significantly lower than AMOMX's -6.19% return. Over the past 10 years, FVWSX has outperformed AMOMX with an annualized return of 15.84%, while AMOMX has yielded a comparatively lower 13.17% annualized return.
FVWSX
- 1D
- -0.59%
- 1M
- -9.21%
- YTD
- -7.57%
- 6M
- -4.75%
- 1Y
- 19.52%
- 3Y*
- 23.69%
- 5Y*
- 13.21%
- 10Y*
- 15.84%
AMOMX
- 1D
- -1.37%
- 1M
- -8.17%
- YTD
- -6.19%
- 6M
- -7.18%
- 1Y
- 15.03%
- 3Y*
- 17.28%
- 5Y*
- 10.57%
- 10Y*
- 13.17%
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FVWSX vs. AMOMX - Expense Ratio Comparison
FVWSX has a 0.00% expense ratio, which is lower than AMOMX's 0.41% expense ratio.
Return for Risk
FVWSX vs. AMOMX — Risk / Return Rank
FVWSX
AMOMX
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 ratioReturn per unit of total volatility | 1.01 | 0.73 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.16 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 0.99 | +0.57 |
Martin ratioReturn relative to average drawdown | 6.22 | 4.50 | +1.72 |
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
| FVWSX | AMOMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.73 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.50 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.63 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.69 | +0.18 |
Correlation
The correlation between FVWSX and AMOMX is 0.95, 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
FVWSX vs. AMOMX - Dividend Comparison
FVWSX's dividend yield for the trailing twelve months is around 17.67%, less than AMOMX's 27.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVWSX Fidelity Series Opportunistic Insights Fund | 17.67% | 16.24% | 6.57% | 1.02% | 8.29% | 21.40% | 16.45% | 9.19% | 12.34% | 12.74% | 2.63% | 7.00% |
AMOMX AQR Large Cap Momentum Style Fund | 27.17% | 25.49% | 14.05% | 14.08% | 10.95% | 17.95% | 16.14% | 10.22% | 12.17% | 9.15% | 8.23% | 8.44% |
Drawdowns
FVWSX vs. AMOMX - Drawdown Comparison
The maximum FVWSX drawdown since its inception was -31.69%, smaller than the maximum AMOMX drawdown of -34.80%. Use the drawdown chart below to compare losses from any high point for FVWSX and AMOMX.
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Drawdown Indicators
| FVWSX | AMOMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.69% | -34.80% | +3.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -12.96% | +2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -31.69% | -34.80% | +3.11% |
Max Drawdown (10Y)Largest decline over 10 years | -31.69% | -34.80% | +3.11% |
Current DrawdownCurrent decline from peak | -10.52% | -9.42% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -6.34% | +1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 2.85% | -0.16% |
Volatility
FVWSX vs. AMOMX - Volatility Comparison
The current volatility for Fidelity Series Opportunistic Insights Fund (FVWSX) is 5.35%, while AQR Large Cap Momentum Style Fund (AMOMX) has a volatility of 5.77%. This indicates that FVWSX experiences smaller price fluctuations and is considered to be less risky than AMOMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FVWSX | AMOMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 5.77% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 11.81% | -1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.57% | 21.18% | -1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 21.46% | -2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 20.89% | -1.58% |