ACEIX vs. FCNTX

In the year-to-date period, ACEIX achieves a 1.43% return, which is significantly lower than FCNTX's 3.90% return. Over the past 10 years, ACEIX has underperformed FCNTX with an annualized return of 1.85%, while FCNTX has yielded a comparatively higher 13.28% annualized return.

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ACEIX has a 0.78% expense ratio, which is higher than FCNTX's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Equity and Income Fund (ACEIX) and Fidelity Contrafund Fund (FCNTX). 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.

The current ACEIX Sharpe Ratio is 0.05, which is lower than the FCNTX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of ACEIX and FCNTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACEIX's dividend yield for the trailing twelve months is around 2.05%, more than FCNTX's 0.06% yield.

The maximum ACEIX drawdown since its inception was -38.81%, smaller than the maximum FCNTX drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for ACEIX and FCNTX. For additional features, visit the drawdowns tool.

The current volatility for Invesco Equity and Income Fund (ACEIX) is 3.08%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 6.30%. This indicates that ACEIX experiences smaller price fluctuations and is considered to be less risky than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.