FVWSX vs. FCGSX
Compare and contrast key facts about Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity Series Growth Company Fund (FCGSX).
FVWSX is managed by Fidelity. It was launched on Dec 6, 2012. FCGSX is managed by Fidelity. It was launched on Nov 7, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FVWSX or FCGSX.
Key characteristics
| FVWSX | FCGSX | |
|---|---|---|
| YTD Return | 38.34% | 37.08% |
| 1Y Return | 45.36% | 46.80% |
| 3Y Return (Ann) | 2.18% | 9.22% |
| 5Y Return (Ann) | 7.67% | 25.28% |
| 10Y Return (Ann) | 6.68% | 20.09% |
| Sharpe Ratio | 3.06 | 2.64 |
| Sortino Ratio | 4.02 | 3.38 |
| Omega Ratio | 1.57 | 1.47 |
| Calmar Ratio | 1.72 | 3.57 |
| Martin Ratio | 17.95 | 13.47 |
| Ulcer Index | 2.64% | 3.72% |
| Daily Std Dev | 15.53% | 18.96% |
| Max Drawdown | -43.63% | -38.77% |
| Current Drawdown | -0.34% | -0.37% |
Correlation
The correlation between FVWSX and FCGSX 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.
Performance
FVWSX vs. FCGSX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FVWSX having a 38.34% return and FCGSX slightly lower at 37.08%. Over the past 10 years, FVWSX has underperformed FCGSX with an annualized return of 6.68%, while FCGSX has yielded a comparatively higher 20.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FVWSX vs. FCGSX - Expense Ratio Comparison
FVWSX has a 0.00% expense ratio, which is lower than FCGSX's 0.00% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FVWSX vs. FCGSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity Series Growth Company Fund (FCGSX). 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.
Dividends
FVWSX vs. FCGSX - Dividend Comparison
FVWSX's dividend yield for the trailing twelve months is around 0.74%, more than FCGSX's 0.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVWSX Fidelity Series Opportunistic Insights Fund | 0.74% | 1.02% | 1.28% | 0.97% | 0.77% | 0.85% | 0.84% | 0.60% | 0.03% | 1.31% | 3.74% | 1.09% |
FCGSX Fidelity Series Growth Company Fund | 0.38% | 0.52% | 0.61% | 0.58% | 0.68% | 0.72% | 1.06% | 0.51% | 0.11% | 0.25% | 0.93% | 0.07% |
Drawdowns
FVWSX vs. FCGSX - Drawdown Comparison
The maximum FVWSX drawdown since its inception was -43.63%, which is greater than FCGSX's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for FVWSX and FCGSX. For additional features, visit the drawdowns tool.
Volatility
FVWSX vs. FCGSX - Volatility Comparison
The current volatility for Fidelity Series Opportunistic Insights Fund (FVWSX) is 4.32%, while Fidelity Series Growth Company Fund (FCGSX) has a volatility of 5.05%. This indicates that FVWSX experiences smaller price fluctuations and is considered to be less risky than FCGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.