Correlation
The correlation between FVWSX and FGIKX 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FVWSX or FGIKX.
Performance
FVWSX vs. FGIKX - Performance Comparison
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Key characteristics
FVWSX:
0.85
FGIKX:
0.88
FVWSX:
1.19
FGIKX:
1.19
FVWSX:
1.17
FGIKX:
1.18
FVWSX:
0.87
FGIKX:
0.85
FVWSX:
2.94
FGIKX:
3.48
FVWSX:
5.88%
FGIKX:
4.00%
FVWSX:
22.45%
FGIKX:
17.70%
FVWSX:
-31.69%
FGIKX:
-62.06%
FVWSX:
-2.35%
FGIKX:
-0.73%
Returns By Period
In the year-to-date period, FVWSX achieves a 5.50% return, which is significantly higher than FGIKX's 5.06% return. Over the past 10 years, FVWSX has outperformed FGIKX with an annualized return of 15.08%, while FGIKX has yielded a comparatively lower 11.63% annualized return.
FVWSX
5.50%
8.72%
4.20%
19.04%
21.30%
17.48%
15.08%
FGIKX
5.06%
6.52%
0.52%
15.42%
14.23%
17.82%
11.63%
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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.
Risk-Adjusted Performance
FVWSX vs. FGIKX — Risk-Adjusted Performance Rank
FVWSX
FGIKX
FVWSX vs. FGIKX - Risk-Adjusted Performance 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.
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Dividends
FVWSX vs. FGIKX - Dividend Comparison
FVWSX's dividend yield for the trailing twelve months is around 7.09%, more than FGIKX's 6.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVWSX Fidelity Series Opportunistic Insights Fund | 7.09% | 6.57% | 1.02% | 8.29% | 21.40% | 16.45% | 9.19% | 12.34% | 12.74% | 2.63% | 7.85% | 3.74% |
FGIKX Fidelity Growth & Income Portfolio Class K | 6.53% | 6.89% | 4.03% | 3.52% | 6.11% | 3.71% | 2.94% | 3.51% | 1.63% | 1.92% | 2.23% | 1.84% |
Drawdowns
FVWSX vs. FGIKX - Drawdown Comparison
The maximum FVWSX drawdown since its inception was -31.69%, smaller than the maximum FGIKX drawdown of -62.06%. Use the drawdown chart below to compare losses from any high point for FVWSX and FGIKX.
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Volatility
FVWSX vs. FGIKX - Volatility Comparison
Fidelity Series Opportunistic Insights Fund (FVWSX) has a higher volatility of 4.90% compared to Fidelity Growth & Income Portfolio Class K (FGIKX) at 3.79%. 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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