FVWSX vs. VWUAX
Compare and contrast key facts about Fidelity Series Opportunistic Insights Fund (FVWSX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX).
FVWSX is managed by Fidelity. It was launched on Dec 6, 2012. VWUAX is managed by Vanguard. It was launched on Aug 13, 2001.
Performance
FVWSX vs. VWUAX - Performance Comparison
Loading graphics...
FVWSX vs. VWUAX - 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% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | -15.04% | 15.49% | 31.79% | 45.32% | -39.58% | 2.43% | 58.80% | 48.42% | 0.77% | 31.26% |
Returns By Period
In the year-to-date period, FVWSX achieves a -7.57% return, which is significantly higher than VWUAX's -15.04% return. Over the past 10 years, FVWSX has outperformed VWUAX with an annualized return of 15.84%, while VWUAX has yielded a comparatively lower 13.97% 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%
VWUAX
- 1D
- -0.26%
- 1M
- -8.83%
- YTD
- -15.04%
- 6M
- -15.45%
- 1Y
- 9.26%
- 3Y*
- 17.51%
- 5Y*
- 3.34%
- 10Y*
- 13.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FVWSX vs. VWUAX - Expense Ratio Comparison
FVWSX has a 0.00% expense ratio, which is lower than VWUAX's 0.28% expense ratio.
Return for Risk
FVWSX vs. VWUAX — Risk / Return Rank
FVWSX
VWUAX
FVWSX vs. VWUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Opportunistic Insights Fund (FVWSX) and Vanguard U.S. Growth Fund Admiral Shares (VWUAX). 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 | VWUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.38 | +0.62 |
Sortino ratioReturn per unit of downside risk | 1.52 | 0.72 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.10 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 0.31 | +1.25 |
Martin ratioReturn relative to average drawdown | 6.22 | 1.00 | +5.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FVWSX | VWUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.38 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.13 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.59 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.38 | +0.50 |
Correlation
The correlation between FVWSX and VWUAX 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. VWUAX - Dividend Comparison
FVWSX's dividend yield for the trailing twelve months is around 17.67%, more than VWUAX's 11.18% 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% |
VWUAX Vanguard U.S. Growth Fund Admiral Shares | 11.18% | 9.50% | 4.70% | 0.37% | 0.49% | 3.60% | 4.00% | 13.28% | 9.80% | 4.63% | 1.67% | 9.10% |
Drawdowns
FVWSX vs. VWUAX - Drawdown Comparison
The maximum FVWSX drawdown since its inception was -31.69%, smaller than the maximum VWUAX drawdown of -50.37%. Use the drawdown chart below to compare losses from any high point for FVWSX and VWUAX.
Loading graphics...
Drawdown Indicators
| FVWSX | VWUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.69% | -50.37% | +18.68% |
Max Drawdown (1Y)Largest decline over 1 year | -10.74% | -19.12% | +8.38% |
Max Drawdown (5Y)Largest decline over 5 years | -31.69% | -50.17% | +18.48% |
Max Drawdown (10Y)Largest decline over 10 years | -31.69% | -50.17% | +18.48% |
Current DrawdownCurrent decline from peak | -10.52% | -19.12% | +8.60% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -12.87% | +7.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.69% | 5.81% | -3.12% |
Volatility
FVWSX vs. VWUAX - Volatility Comparison
The current volatility for Fidelity Series Opportunistic Insights Fund (FVWSX) is 5.35%, while Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has a volatility of 5.78%. This indicates that FVWSX experiences smaller price fluctuations and is considered to be less risky than VWUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FVWSX | VWUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 5.78% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 12.81% | -2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.57% | 23.40% | -3.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.73% | 25.01% | -6.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.31% | 23.64% | -4.33% |