EFIPX vs. FCNTX
Compare and contrast key facts about Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) and Fidelity Contrafund Fund (FCNTX).
EFIPX is managed by Fidelity. It was launched on Feb 2, 1984. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Performance
EFIPX vs. FCNTX - Performance Comparison
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EFIPX vs. FCNTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EFIPX Fidelity Advisor Limited Term Bond Fund Class I | -0.40% | 6.70% | 4.34% | 6.01% | -6.35% | -1.41% | 5.13% | 6.00% | 0.68% | 1.84% |
FCNTX Fidelity Contrafund Fund | -8.57% | 21.76% | 36.00% | 38.67% | -28.31% | 24.52% | 32.48% | 30.00% | -3.81% | 32.18% |
Returns By Period
In the year-to-date period, EFIPX achieves a -0.40% return, which is significantly higher than FCNTX's -8.57% return. Over the past 10 years, EFIPX has underperformed FCNTX with an annualized return of 2.25%, while FCNTX has yielded a comparatively higher 15.63% annualized return.
EFIPX
- 1D
- 0.17%
- 1M
- -1.37%
- YTD
- -0.40%
- 6M
- 0.86%
- 1Y
- 4.20%
- 3Y*
- 4.87%
- 5Y*
- 1.90%
- 10Y*
- 2.25%
FCNTX
- 1D
- -0.22%
- 1M
- -9.40%
- YTD
- -8.57%
- 6M
- -6.17%
- 1Y
- 16.04%
- 3Y*
- 23.48%
- 5Y*
- 12.82%
- 10Y*
- 15.63%
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EFIPX vs. FCNTX - Expense Ratio Comparison
EFIPX has a 0.50% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Return for Risk
EFIPX vs. FCNTX — Risk / Return Rank
EFIPX
FCNTX
EFIPX vs. FCNTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) 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.
| EFIPX | FCNTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | 0.83 | +1.12 |
Sortino ratioReturn per unit of downside risk | 3.13 | 1.30 | +1.83 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.18 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 2.96 | 1.17 | +1.78 |
Martin ratioReturn relative to average drawdown | 11.82 | 4.57 | +7.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EFIPX | FCNTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 0.83 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.67 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 0.80 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 0.76 | +0.43 |
Correlation
The correlation between EFIPX and FCNTX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EFIPX vs. FCNTX - Dividend Comparison
EFIPX's dividend yield for the trailing twelve months is around 3.70%, less than FCNTX's 5.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFIPX Fidelity Advisor Limited Term Bond Fund Class I | 3.70% | 3.93% | 2.81% | 2.15% | 1.20% | 1.21% | 2.35% | 2.41% | 2.26% | 1.74% | 1.82% | 1.55% |
FCNTX Fidelity Contrafund Fund | 5.10% | 5.21% | 4.19% | 3.78% | 11.87% | 10.80% | 8.01% | 4.16% | 7.46% | 6.08% | 3.81% | 5.33% |
Drawdowns
EFIPX vs. FCNTX - Drawdown Comparison
The maximum EFIPX drawdown since its inception was -13.33%, smaller than the maximum FCNTX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for EFIPX and FCNTX.
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Drawdown Indicators
| EFIPX | FCNTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.33% | -49.19% | +35.86% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -11.30% | +9.67% |
Max Drawdown (5Y)Largest decline over 5 years | -9.76% | -32.59% | +22.83% |
Max Drawdown (10Y)Largest decline over 10 years | -9.96% | -32.59% | +22.63% |
Current DrawdownCurrent decline from peak | -1.37% | -11.30% | +9.93% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -8.18% | +6.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 2.90% | -2.49% |
Volatility
EFIPX vs. FCNTX - Volatility Comparison
The current volatility for Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) is 0.81%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 5.19%. This indicates that EFIPX 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.
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Volatility by Period
| EFIPX | FCNTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.81% | 5.19% | -4.38% |
Volatility (6M)Calculated over the trailing 6-month period | 1.48% | 10.56% | -9.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.34% | 19.69% | -17.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 19.13% | -16.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.41% | 19.61% | -17.20% |