HRCVX vs. FINSX

Last updated Jun 23, 2026

HRCVX (Carillon Eagle Growth & Income Fund) and FINSX (Fidelity Advisor New Insights Fund Class I) are both mutual funds - HRCVX is a Large Cap Value Equities fund managed by Carillon Family of Funds, while FINSX is a Large Cap Growth Equities fund managed by Fidelity. Over the past 10 years, HRCVX returned 11.16%/yr vs 17.17%/yr for FINSX. Their correlation of 0.82 suggests significant overlap in exposure. HRCVX charges 0.96%/yr vs 0.68%/yr for FINSX.

Performance

HRCVX vs. FINSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carillon Eagle Growth & Income Fund (HRCVX) and Fidelity Advisor New Insights Fund Class I (FINSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HRCVX achieves a 9.22% return, which is significantly lower than FINSX's 14.14% return. Over the past 10 years, HRCVX has underperformed FINSX with an annualized return of 11.16%, while FINSX has yielded a comparatively higher 17.17% annualized return.

HRCVX

• 1D: 0.39%
• 1M: 0.39%
• YTD: 9.22%
• 6M: 8.46%
• 1Y: 21.46%
• 3Y*: 14.52%
• 5Y*: 10.03%
• 10Y*: 11.16%

FINSX

• 1D: 1.11%
• 1M: 5.49%
• YTD: 14.14%
• 6M: 13.86%
• 1Y: 31.96%
• 3Y*: 28.17%
• 5Y*: 16.12%
• 10Y*: 17.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HRCVX vs. FINSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
HRCVX Carillon Eagle Growth & Income Fund	9.22%	12.69%	15.43%	9.32%	-9.97%	27.28%	6.30%	22.16%	-1.95%	20.13%
FINSX Fidelity Advisor New Insights Fund Class I	14.14%	21.56%	35.26%	36.28%	-26.40%	24.72%	23.94%	29.44%	-4.38%	28.40%

Correlation

The correlation between HRCVX and FINSX is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.62
Correlation (3Y) Calculated over the trailing 3-year period	0.67
Correlation (5Y) Calculated over the trailing 5-year period	0.76
Correlation (10Y) Calculated over the trailing 10-year period	0.76
Correlation (All Time) Calculated using the full available price history since Jan 8, 2003	0.82

Over the past year, the correlation between HRCVX and FINSX has dropped to 0.62 - well below their long-term average of 0.82, suggesting their price drivers have been diverging.

Return for Risk

HRCVX vs. FINSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HRCVX

HRCVX Risk / Return Rank: 59
HRCVX Sharpe Ratio Rank: 56
HRCVX Sortino Ratio Rank: 57
HRCVX Omega Ratio Rank: 52
HRCVX Calmar Ratio Rank: 67
HRCVX Martin Ratio Rank: 65

FINSX

FINSX Risk / Return Rank: 61
FINSX Sharpe Ratio Rank: 57
FINSX Sortino Ratio Rank: 53
FINSX Omega Ratio Rank: 53
FINSX Calmar Ratio Rank: 68
FINSX Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HRCVX vs. FINSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Growth & Income Fund (HRCVX) and Fidelity Advisor New Insights Fund Class I (FINSX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	HRCVX	FINSX	Difference
Sharpe ratio: Return per unit of total volatility	2.03	2.05	-0.02
Sortino ratio: Return per unit of downside risk	2.89	2.81	+0.08
Omega ratio: Gain probability vs. loss probability	1.36	1.37	-0.01
Calmar ratio: Return relative to maximum drawdown	3.01	3.03	-0.02
Martin ratio: Return relative to average drawdown	11.94	13.20	-1.27

HRCVX vs. FINSX - Sharpe Ratio Comparison

The current HRCVX Sharpe Ratio is 2.03, which is comparable to the FINSX Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of HRCVX and FINSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

HRCVX vs. FINSX - Drawdown Comparison

The maximum HRCVX drawdown since its inception was -52.16%, which is greater than FINSX's maximum drawdown of -48.25%. Use the drawdown chart below to compare losses from any high point for HRCVX and FINSX.

Drawdown Indicators

	HRCVX	FINSX	Difference
Max Drawdown Largest peak-to-trough decline	-52.16%	-48.25%	-3.91%
Max Drawdown (1Y) Largest decline over 1 year	-7.12%	-10.39%	+3.27%
Max Drawdown (3Y) Largest decline over 3 years	-16.04%	-20.52%	+4.48%
Max Drawdown (5Y) Largest decline over 5 years	-20.00%	-31.85%	+11.85%
Max Drawdown (10Y) Largest decline over 10 years	-33.93%	-31.95%	-1.98%
Current Drawdown Current decline from peak	-0.81%	-0.45%	-0.36%
Average Drawdown Average peak-to-trough decline	-6.60%	-6.77%	+0.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.79%	2.38%	-0.59%

Volatility

HRCVX vs. FINSX - Volatility Comparison

The current volatility for Carillon Eagle Growth & Income Fund (HRCVX) is 3.10%, while Fidelity Advisor New Insights Fund Class I (FINSX) has a volatility of 6.55%. This indicates that HRCVX experiences smaller price fluctuations and is considered to be less risky than FINSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	HRCVX	FINSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.10%	6.55%	-3.45%
Volatility (6M) Calculated over the trailing 6-month period	8.00%	12.21%	-4.21%
Volatility (1Y) Calculated over the trailing 1-year period	10.55%	15.35%	-4.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.07%	19.22%	-5.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.88%	19.37%	-3.49%

HRCVX vs. FINSX - Expense Ratio Comparison

HRCVX has a 0.96% expense ratio, which is higher than FINSX's 0.68% expense ratio.

Dividends

HRCVX vs. FINSX - Dividend Comparison

HRCVX's dividend yield for the trailing twelve months is around 18.14%, more than FINSX's 7.72% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FINSX Fidelity Advisor New Insights Fund Class I	7.72%	8.45%	5.56%	6.12%	16.70%	12.20%	7.89%	6.56%	13.73%	7.73%	5.18%	4.59%
HRCVX Carillon Eagle Growth & Income Fund	18.14%	19.67%	17.03%	13.29%	7.37%	9.36%	4.99%	4.81%	10.18%	4.01%	6.56%	1.67%

Frequently Asked Questions

Can I hold both HRCVX and FINSX in my portfolio?

HRCVX and FINSX have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, HRCVX or FINSX?

FINSX has higher volatility (6.55%) compared to HRCVX (3.10%). In terms of maximum drawdown, HRCVX dropped -52.16% vs FINSX's -48.25%.

Which has better risk-adjusted returns?

FINSX currently has the higher Sharpe Ratio (2.05 vs 2.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.