FVWSX vs. FGIKX
Compare and contrast key facts about Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity Growth & Income Portfolio Class K (FGIKX).
FVWSX is managed by Fidelity. It was launched on Dec 6, 2012. FGIKX is managed by Fidelity. It was launched on May 9, 2008.
Performance
FVWSX vs. FGIKX - Performance Comparison
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FVWSX vs. FGIKX - 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% |
FGIKX Fidelity Growth & Income Portfolio Class K | -0.45% | 19.16% | 19.57% | 18.75% | -4.88% | 25.95% | 8.09% | 30.39% | -8.88% | 17.03% |
Returns By Period
In the year-to-date period, FVWSX achieves a -4.16% return, which is significantly lower than FGIKX's -0.45% return. Over the past 10 years, FVWSX has outperformed FGIKX with an annualized return of 16.27%, while FGIKX has yielded a comparatively lower 13.44% 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%
FGIKX
- 1D
- 2.62%
- 1M
- -4.80%
- YTD
- -0.45%
- 6M
- 1.05%
- 1Y
- 18.55%
- 3Y*
- 17.07%
- 5Y*
- 12.33%
- 10Y*
- 13.44%
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FVWSX vs. FGIKX - Expense Ratio Comparison
FVWSX has a 0.00% expense ratio, which is lower than FGIKX's 0.49% expense ratio.
Return for Risk
FVWSX vs. FGIKX — Risk / Return Rank
FVWSX
FGIKX
FVWSX vs. FGIKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity Growth & Income Portfolio Class K (FGIKX). 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 | FGIKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.14 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.64 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 1.48 | +0.75 |
Martin ratioReturn relative to average drawdown | 8.80 | 6.74 | +2.06 |
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 | FGIKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.14 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.79 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.77 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.42 | +0.47 |
Correlation
The correlation between FVWSX and FGIKX is 0.81, 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. FGIKX - Dividend Comparison
FVWSX's dividend yield for the trailing twelve months is around 17.04%, more than FGIKX's 7.78% 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% |
FGIKX Fidelity Growth & Income Portfolio Class K | 7.78% | 7.74% | 4.66% | 4.03% | 3.52% | 6.11% | 3.71% | 2.94% | 3.51% | 1.63% | 1.92% | 2.23% |
Drawdowns
FVWSX vs. FGIKX - Drawdown Comparison
The maximum FVWSX drawdown since its inception was -31.69%, smaller than the maximum FGIKX drawdown of -62.07%. Use the drawdown chart below to compare losses from any high point for FVWSX and FGIKX.
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Drawdown Indicators
| FVWSX | FGIKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.69% | -62.07% | +30.38% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -11.96% | +1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -31.69% | -19.20% | -12.49% |
Max Drawdown (10Y)Largest decline over 10 years | -31.69% | -35.61% | +3.92% |
Current DrawdownCurrent decline from peak | -7.21% | -5.93% | -1.28% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -10.75% | +5.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 2.63% | +0.10% |
Volatility
FVWSX vs. FGIKX - Volatility Comparison
Fidelity Series Opportunistic Insights Fund (FVWSX) has a higher volatility of 6.73% compared to Fidelity Growth & Income Portfolio Class K (FGIKX) at 4.73%. This indicates that FVWSX's price experiences larger fluctuations and is considered to be riskier than FGIKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FVWSX | FGIKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 4.73% | +2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 11.31% | 8.94% | +2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.86% | 16.69% | +3.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.80% | 15.63% | +3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.34% | 17.51% | +1.83% |