APGYX vs. FCNTX
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and Fidelity Contrafund Fund (FCNTX).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGYX or FCNTX.
Key characteristics
| APGYX | FCNTX | |
|---|---|---|
| YTD Return | 27.49% | 37.44% |
| 1Y Return | 35.54% | 42.09% |
| 3Y Return (Ann) | 5.76% | 2.96% |
| 5Y Return (Ann) | 13.81% | 10.96% |
| 10Y Return (Ann) | 10.19% | 8.98% |
| Sharpe Ratio | 2.25 | 2.72 |
| Sortino Ratio | 3.00 | 3.64 |
| Omega Ratio | 1.41 | 1.51 |
| Calmar Ratio | 2.38 | 0.42 |
| Martin Ratio | 10.68 | 16.89 |
| Ulcer Index | 3.33% | 2.49% |
| Daily Std Dev | 15.76% | 15.48% |
| Max Drawdown | -69.14% | -99.93% |
| Current Drawdown | -0.27% | -99.28% |
Correlation
The correlation between APGYX and FCNTX is 0.90, 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.
Performance
APGYX vs. FCNTX - Performance Comparison
In the year-to-date period, APGYX achieves a 27.49% return, which is significantly lower than FCNTX's 37.44% return. Over the past 10 years, APGYX has outperformed FCNTX with an annualized return of 10.19%, while FCNTX has yielded a comparatively lower 8.98% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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APGYX vs. FCNTX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
APGYX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) 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.
Dividends
APGYX vs. FCNTX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 0.08%, less than FCNTX's 0.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 0.08% | 0.10% | 0.00% | 0.00% | 0.00% | 0.11% | 0.00% | 0.00% | 0.14% | 0.00% | 0.00% | 0.00% |
FCNTX Fidelity Contrafund Fund | 0.37% | 0.48% | 2.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.30% | 0.31% | 7.55% | 7.89% |
Drawdowns
APGYX vs. FCNTX - Drawdown Comparison
The maximum APGYX drawdown since its inception was -69.14%, smaller than the maximum FCNTX drawdown of -99.93%. Use the drawdown chart below to compare losses from any high point for APGYX and FCNTX. For additional features, visit the drawdowns tool.
Volatility
APGYX vs. FCNTX - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) and Fidelity Contrafund Fund (FCNTX) have volatilities of 4.69% and 4.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.