FVWSX vs. FXAIX
Compare and contrast key facts about Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity 500 Index Fund (FXAIX).
FVWSX is managed by Fidelity. It was launched on Dec 6, 2012. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
FVWSX vs. FXAIX - Performance Comparison
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FVWSX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, FVWSX achieves a -7.57% return, which is significantly lower than FXAIX's -7.05% return. Over the past 10 years, FVWSX has outperformed FXAIX with an annualized return of 15.84%, while FXAIX has yielded a comparatively lower 13.75% 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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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FVWSX vs. FXAIX - Expense Ratio Comparison
FVWSX has a 0.00% expense ratio, which is lower than FXAIX's 0.02% 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. FXAIX — Risk / Return Rank
FVWSX
FXAIX
FVWSX vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) and Fidelity 500 Index Fund (FXAIX). 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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.84 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.30 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.05 | +0.50 |
Martin ratioReturn relative to average drawdown | 6.22 | 5.13 | +1.09 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.84 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.68 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.77 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.75 | +0.12 |
Correlation
The correlation between FVWSX and FXAIX 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.
Dividends
FVWSX vs. FXAIX - Dividend Comparison
FVWSX's dividend yield for the trailing twelve months is around 17.67%, more than FXAIX's 1.20% 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
FVWSX vs. FXAIX - Drawdown Comparison
The maximum FVWSX drawdown since its inception was -31.69%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FVWSX and FXAIX.
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Drawdown Indicators
| FVWSX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.69% | -33.79% | +2.10% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -12.13% | +1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -31.69% | -24.50% | -7.19% |
Max Drawdown (10Y)Largest decline over 10 years | -31.69% | -33.79% | +2.10% |
Current DrawdownCurrent decline from peak | -10.52% | -8.89% | -1.63% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -3.83% | -1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 2.50% | +0.19% |
Volatility
FVWSX vs. FXAIX - Volatility Comparison
Fidelity Series Opportunistic Insights Fund (FVWSX) has a higher volatility of 5.35% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. This indicates that FVWSX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FVWSX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 4.24% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 9.08% | +1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.57% | 18.13% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 16.88% | +1.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 18.03% | +1.28% |