CSIFX vs. FCNTX
Compare and contrast key facts about Calvert Balanced Fund (CSIFX) and Fidelity Contrafund Fund (FCNTX).
CSIFX is managed by Calvert Research and Management. It was launched on Oct 20, 1982. 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: CSIFX or FCNTX.
Correlation
The correlation between CSIFX and FCNTX is 0.86, 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
CSIFX vs. FCNTX - Performance Comparison
Key characteristics
CSIFX:
1.41
FCNTX:
1.68
CSIFX:
1.83
FCNTX:
2.25
CSIFX:
1.28
FCNTX:
1.30
CSIFX:
2.10
FCNTX:
2.48
CSIFX:
6.63
FCNTX:
8.64
CSIFX:
2.19%
FCNTX:
3.13%
CSIFX:
10.26%
FCNTX:
16.10%
CSIFX:
-41.89%
FCNTX:
-48.74%
CSIFX:
-3.40%
FCNTX:
-0.38%
Returns By Period
In the year-to-date period, CSIFX achieves a 2.81% return, which is significantly lower than FCNTX's 7.37% return. Over the past 10 years, CSIFX has underperformed FCNTX with an annualized return of 4.31%, while FCNTX has yielded a comparatively higher 13.92% annualized return.
CSIFX
2.81%
1.60%
2.01%
13.59%
6.10%
4.31%
FCNTX
7.37%
4.39%
9.67%
25.31%
15.59%
13.92%
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CSIFX vs. FCNTX - Expense Ratio Comparison
CSIFX has a 0.91% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
CSIFX vs. FCNTX — Risk-Adjusted Performance Rank
CSIFX
FCNTX
CSIFX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Balanced Fund (CSIFX) 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
CSIFX vs. FCNTX - Dividend Comparison
CSIFX's dividend yield for the trailing twelve months is around 1.38%, more than FCNTX's 0.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSIFX Calvert Balanced Fund | 1.38% | 1.42% | 2.38% | 1.34% | 0.73% | 0.94% | 1.28% | 1.51% | 1.46% | 1.54% | 1.53% | 1.07% |
FCNTX Fidelity Contrafund Fund | 0.06% | 0.08% | 0.48% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 5.54% | 0.30% | 0.31% | 7.55% |
Drawdowns
CSIFX vs. FCNTX - Drawdown Comparison
The maximum CSIFX drawdown since its inception was -41.89%, smaller than the maximum FCNTX drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for CSIFX and FCNTX. For additional features, visit the drawdowns tool.
Volatility
CSIFX vs. FCNTX - Volatility Comparison
The current volatility for Calvert Balanced Fund (CSIFX) is 2.66%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 4.30%. This indicates that CSIFX 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.