FVWSX vs. CPOAX
Compare and contrast key facts about Fidelity Series Opportunistic Insights Fund (FVWSX) and Morgan Stanley Insight A (CPOAX).
FVWSX is managed by Fidelity. It was launched on Dec 6, 2012. CPOAX is a passively managed fund by Morgan Stanley that tracks the performance of the Russell 3000 Growth Index. It was launched on Jan 29, 2002.
Performance
FVWSX vs. CPOAX - Performance Comparison
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FVWSX vs. CPOAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FVWSX Fidelity Series Opportunistic Insights Fund | -4.16% | 22.69% | 36.47% | 33.21% | -25.74% | 24.95% | 31.17% | 30.57% | -2.07% | 33.19% |
CPOAX Morgan Stanley Insight A | -13.73% | 18.91% | 46.35% | 52.72% | -61.02% | -6.83% | 115.86% | 33.08% | 11.94% | 48.40% |
Returns By Period
In the year-to-date period, FVWSX achieves a -4.16% return, which is significantly higher than CPOAX's -13.73% return. Over the past 10 years, FVWSX has outperformed CPOAX with an annualized return of 16.27%, while CPOAX has yielded a comparatively lower 15.06% annualized return.
FVWSX
- 1D
- 3.69%
- 1M
- -5.78%
- YTD
- -4.16%
- 6M
- -1.13%
- 1Y
- 22.97%
- 3Y*
- 25.19%
- 5Y*
- 13.63%
- 10Y*
- 16.27%
CPOAX
- 1D
- 4.70%
- 1M
- -4.16%
- YTD
- -13.73%
- 6M
- -22.63%
- 1Y
- 12.41%
- 3Y*
- 24.44%
- 5Y*
- -3.92%
- 10Y*
- 15.06%
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FVWSX vs. CPOAX - Expense Ratio Comparison
FVWSX has a 0.00% expense ratio, which is lower than CPOAX's 1.15% expense ratio.
Return for Risk
FVWSX vs. CPOAX — Risk / Return Rank
FVWSX
CPOAX
FVWSX vs. CPOAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) and Morgan Stanley Insight A (CPOAX). 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 | CPOAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.43 | +0.78 |
Sortino ratioReturn per unit of downside risk | 1.80 | 0.86 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.11 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 0.45 | +1.79 |
Martin ratioReturn relative to average drawdown | 8.80 | 1.15 | +7.65 |
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 | CPOAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.43 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | -0.10 | +0.83 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.45 | +0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.33 | +0.56 |
Correlation
The correlation between FVWSX and CPOAX is 0.79, 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. CPOAX - Dividend Comparison
FVWSX's dividend yield for the trailing twelve months is around 17.04%, while CPOAX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVWSX Fidelity Series Opportunistic Insights Fund | 17.04% | 16.24% | 6.57% | 1.02% | 8.29% | 21.40% | 16.45% | 9.19% | 12.34% | 12.74% | 2.63% | 7.00% |
CPOAX Morgan Stanley Insight A | 0.00% | 0.00% | 0.61% | 0.00% | 51.84% | 14.94% | 9.06% | 7.29% | 9.33% | 28.73% | 9.83% | 8.92% |
Drawdowns
FVWSX vs. CPOAX - Drawdown Comparison
The maximum FVWSX drawdown since its inception was -31.69%, smaller than the maximum CPOAX drawdown of -84.57%. Use the drawdown chart below to compare losses from any high point for FVWSX and CPOAX.
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Drawdown Indicators
| FVWSX | CPOAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.69% | -84.57% | +52.88% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -28.37% | +17.63% |
Max Drawdown (5Y)Largest decline over 5 years | -31.69% | -70.73% | +39.04% |
Max Drawdown (10Y)Largest decline over 10 years | -31.69% | -71.33% | +39.64% |
Current DrawdownCurrent decline from peak | -7.21% | -31.61% | +24.40% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -39.31% | +33.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 11.09% | -8.36% |
Volatility
FVWSX vs. CPOAX - Volatility Comparison
The current volatility for Fidelity Series Opportunistic Insights Fund (FVWSX) is 6.73%, while Morgan Stanley Insight A (CPOAX) has a volatility of 10.10%. This indicates that FVWSX experiences smaller price fluctuations and is considered to be less risky than CPOAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FVWSX | CPOAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 10.10% | -3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.31% | 22.93% | -11.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.86% | 33.54% | -13.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.80% | 39.87% | -21.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.34% | 33.91% | -14.57% |