FVWSX vs. FNILX
Compare and contrast key facts about Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity ZERO Large Cap Index Fund (FNILX).
FVWSX is managed by Fidelity. It was launched on Dec 6, 2012. FNILX is managed by Fidelity.
Performance
FVWSX vs. FNILX - Performance Comparison
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FVWSX vs. FNILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FVWSX Fidelity Series Opportunistic Insights Fund | -7.57% | 22.69% | 36.47% | 33.21% | -25.74% | 24.95% | 31.17% | 30.57% | -16.58% |
FNILX Fidelity ZERO Large Cap Index Fund | -7.30% | 17.81% | 25.47% | 27.45% | -19.37% | 26.67% | 21.13% | 31.79% | -13.60% |
Returns By Period
The year-to-date returns for both investments are quite close, with FVWSX having a -7.57% return and FNILX slightly higher at -7.30%.
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%
FNILX
- 1D
- -0.35%
- 1M
- -7.60%
- YTD
- -7.30%
- 6M
- -5.00%
- 1Y
- 14.41%
- 3Y*
- 17.43%
- 5Y*
- 11.17%
- 10Y*
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FVWSX vs. FNILX - Expense Ratio Comparison
FVWSX has a 0.00% expense ratio, which is lower than FNILX'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%.
Return for Risk
FVWSX vs. FNILX — Risk / Return Rank
FVWSX
FNILX
FVWSX vs. FNILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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 | FNILX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.83 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.28 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.04 | +0.51 |
Martin ratioReturn relative to average drawdown | 6.22 | 5.01 | +1.21 |
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 | FNILX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.83 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.65 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.64 | +0.24 |
Correlation
The correlation between FVWSX and FNILX 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. FNILX - Dividend Comparison
FVWSX's dividend yield for the trailing twelve months is around 17.67%, more than FNILX's 1.09% yield.
| 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% |
FNILX Fidelity ZERO Large Cap Index Fund | 1.09% | 1.01% | 1.09% | 1.34% | 1.53% | 0.95% | 1.20% | 1.17% | 0.53% | 0.00% | 0.00% | 0.00% |
Drawdowns
FVWSX vs. FNILX - Drawdown Comparison
The maximum FVWSX drawdown since its inception was -31.69%, smaller than the maximum FNILX drawdown of -33.76%. Use the drawdown chart below to compare losses from any high point for FVWSX and FNILX.
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Drawdown Indicators
| FVWSX | FNILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.69% | -33.76% | +2.07% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -12.18% | +1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -31.69% | -25.40% | -6.29% |
Max Drawdown (10Y)Largest decline over 10 years | -31.69% | — | — |
Current DrawdownCurrent decline from peak | -10.52% | -9.01% | -1.51% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -5.47% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 2.54% | +0.15% |
Volatility
FVWSX vs. FNILX - Volatility Comparison
Fidelity Series Opportunistic Insights Fund (FVWSX) has a higher volatility of 5.35% compared to Fidelity ZERO Large Cap Index Fund (FNILX) at 4.23%. This indicates that FVWSX's price experiences larger fluctuations and is considered to be riskier than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FVWSX | FNILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 4.23% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 9.14% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.57% | 18.26% | +1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 17.22% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 20.17% | -0.86% |