FVWSX vs. FBALX
Compare and contrast key facts about Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity Balanced Fund (FBALX).
FVWSX is managed by Fidelity. It was launched on Dec 6, 2012. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Performance
FVWSX vs. FBALX - Performance Comparison
Loading graphics...
FVWSX vs. FBALX - 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% |
FBALX Fidelity Balanced Fund | -1.74% | 15.11% | 16.09% | 20.31% | -18.29% | 18.27% | 22.45% | 24.40% | -3.98% | 16.52% |
Returns By Period
In the year-to-date period, FVWSX achieves a -4.16% return, which is significantly lower than FBALX's -1.74% return. Over the past 10 years, FVWSX has outperformed FBALX with an annualized return of 16.27%, while FBALX has yielded a comparatively lower 10.73% 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%
FBALX
- 1D
- 2.04%
- 1M
- -3.87%
- YTD
- -1.74%
- 6M
- 0.80%
- 1Y
- 15.76%
- 3Y*
- 13.67%
- 5Y*
- 7.65%
- 10Y*
- 10.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FVWSX vs. FBALX - Expense Ratio Comparison
FVWSX has a 0.00% expense ratio, which is lower than FBALX's 0.51% expense ratio.
Return for Risk
FVWSX vs. FBALX — Risk / Return Rank
FVWSX
FBALX
FVWSX vs. FBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity Balanced Fund (FBALX). 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 | FBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.37 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.99 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.30 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 2.05 | +0.18 |
Martin ratioReturn relative to average drawdown | 8.80 | 9.47 | -0.68 |
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
| FVWSX | FBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.37 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.63 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.84 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.79 | +0.10 |
Correlation
The correlation between FVWSX and FBALX is 0.92, 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. FBALX - Dividend Comparison
FVWSX's dividend yield for the trailing twelve months is around 17.04%, more than FBALX's 5.79% yield.
| 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% |
FBALX Fidelity Balanced Fund | 5.79% | 5.69% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.70% |
Drawdowns
FVWSX vs. FBALX - Drawdown Comparison
The maximum FVWSX drawdown since its inception was -31.69%, smaller than the maximum FBALX drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for FVWSX and FBALX.
Loading graphics...
Drawdown Indicators
| FVWSX | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.69% | -43.57% | +11.88% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -8.14% | -2.60% |
Max Drawdown (5Y)Largest decline over 5 years | -31.69% | -22.89% | -8.80% |
Max Drawdown (10Y)Largest decline over 10 years | -31.69% | -26.68% | -5.01% |
Current DrawdownCurrent decline from peak | -7.21% | -4.56% | -2.65% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -4.39% | -0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 1.76% | +0.97% |
Volatility
FVWSX vs. FBALX - Volatility Comparison
Fidelity Series Opportunistic Insights Fund (FVWSX) has a higher volatility of 6.73% compared to Fidelity Balanced Fund (FBALX) at 4.19%. This indicates that FVWSX's price experiences larger fluctuations and is considered to be riskier than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FVWSX | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 4.19% | +2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 11.31% | 6.77% | +4.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.86% | 11.94% | +7.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.80% | 12.18% | +6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.34% | 12.75% | +6.59% |