BIOPX vs. FCNTX

In the year-to-date period, BIOPX achieves a 1.53% return, which is significantly lower than FCNTX's 4.76% return. Over the past 10 years, BIOPX has outperformed FCNTX with an annualized return of 17.36%, while FCNTX has yielded a comparatively lower 15.32% annualized return.

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BIOPX has a 1.31% expense ratio, which is higher than FCNTX's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) 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 BIOPX Sharpe Ratio is 0.86, which is comparable to the FCNTX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of BIOPX 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.

BIOPX's dividend yield for the trailing twelve months is around 4.87%, more than FCNTX's 4.77% yield.

The maximum BIOPX drawdown since its inception was -67.80%, which is greater than FCNTX's maximum drawdown of -49.03%. Use the drawdown chart below to compare losses from any high point for BIOPX and FCNTX.

Baron Opportunity Fund (BIOPX) has a higher volatility of 6.09% compared to Fidelity Contrafund Fund (FCNTX) at 5.11%. This indicates that BIOPX's price experiences larger fluctuations and is considered to be riskier than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.