FVWSX vs. FGCKX
Compare and contrast key facts about Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity Growth Company K (FGCKX).
FVWSX is managed by Fidelity. It was launched on Dec 6, 2012. FGCKX is an actively managed fund by Fidelity. It was launched on May 15, 2008.
Performance
FVWSX vs. FGCKX - Performance Comparison
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FVWSX vs. FGCKX - 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% |
FGCKX Fidelity Growth Company K | -6.85% | 18.67% | 37.30% | 47.35% | -33.82% | 22.62% | 67.61% | 38.50% | -4.07% | 36.89% |
Returns By Period
In the year-to-date period, FVWSX achieves a -7.57% return, which is significantly lower than FGCKX's -6.85% return. Over the past 10 years, FVWSX has underperformed FGCKX with an annualized return of 15.84%, while FGCKX has yielded a comparatively higher 19.90% 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%
FGCKX
- 1D
- -1.23%
- 1M
- -8.22%
- YTD
- -6.85%
- 6M
- -6.85%
- 1Y
- 26.45%
- 3Y*
- 24.22%
- 5Y*
- 12.12%
- 10Y*
- 19.90%
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FVWSX vs. FGCKX - Expense Ratio Comparison
FVWSX has a 0.00% expense ratio, which is lower than FGCKX's 0.65% expense ratio.
Return for Risk
FVWSX vs. FGCKX — Risk / Return Rank
FVWSX
FGCKX
FVWSX vs. FGCKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity Growth Company K (FGCKX). 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 | FGCKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.07 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.59 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.49 | +0.06 |
Martin ratioReturn relative to average drawdown | 6.22 | 5.54 | +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. | |||
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Sharpe Ratios by Period
| FVWSX | FGCKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.07 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.51 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.86 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.65 | +0.23 |
Correlation
The correlation between FVWSX and FGCKX is 0.94, 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. FGCKX - Dividend Comparison
FVWSX's dividend yield for the trailing twelve months is around 17.67%, while FGCKX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVWSX Fidelity Series Opportunistic Insights Fund | 17.67% | 16.24% | 6.57% | 1.02% | 8.29% | 21.40% | 16.45% | 9.19% | 12.34% | 12.74% | 2.63% | 7.00% |
FGCKX Fidelity Growth Company K | 0.00% | 0.00% | 8.80% | 3.81% | 7.16% | 10.63% | 8.83% | 3.84% | 6.38% | 4.73% | 6.20% | 3.96% |
Drawdowns
FVWSX vs. FGCKX - Drawdown Comparison
The maximum FVWSX drawdown since its inception was -31.69%, smaller than the maximum FGCKX drawdown of -51.01%. Use the drawdown chart below to compare losses from any high point for FVWSX and FGCKX.
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Drawdown Indicators
| FVWSX | FGCKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.69% | -51.01% | +19.32% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -13.09% | +2.35% |
Max Drawdown (5Y)Largest decline over 5 years | -31.69% | -40.21% | +8.52% |
Max Drawdown (10Y)Largest decline over 10 years | -31.69% | -40.21% | +8.52% |
Current DrawdownCurrent decline from peak | -10.52% | -12.55% | +2.03% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -9.03% | +3.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 3.88% | -1.19% |
Volatility
FVWSX vs. FGCKX - Volatility Comparison
The current volatility for Fidelity Series Opportunistic Insights Fund (FVWSX) is 5.35%, while Fidelity Growth Company K (FGCKX) has a volatility of 6.73%. This indicates that FVWSX experiences smaller price fluctuations and is considered to be less risky than FGCKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FVWSX | FGCKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 6.73% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 14.66% | -3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.57% | 24.33% | -4.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 23.99% | -5.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 23.34% | -4.03% |