FVWSX vs. FDGRX

In the year-to-date period, FVWSX achieves a 5.50% return, which is significantly higher than FDGRX's -3.07% return. Over the past 10 years, FVWSX has underperformed FDGRX with an annualized return of 15.08%, while FDGRX has yielded a comparatively higher 17.72% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FVWSX has a 0.00% expense ratio, which is lower than FDGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity Growth Company Fund (FDGRX). 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.

The current FVWSX Sharpe Ratio is 0.85, which is higher than the FDGRX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of FVWSX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FVWSX's dividend yield for the trailing twelve months is around 7.09%, less than FDGRX's 9.14% yield.

The maximum FVWSX drawdown since its inception was -31.69%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FVWSX and FDGRX.

The current volatility for Fidelity Series Opportunistic Insights Fund (FVWSX) is 4.90%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 6.17%. This indicates that FVWSX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.