FAGKX vs. FCNTX
Compare and contrast key facts about Fidelity Growth Strategies Fund Class K (FAGKX) and Fidelity Contrafund Fund (FCNTX).
FAGKX is managed by Fidelity. It was launched on May 9, 2008. 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: FAGKX or FCNTX.
Performance
FAGKX vs. FCNTX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FAGKX having a 36.47% return and FCNTX slightly lower at 35.58%. Over the past 10 years, FAGKX has outperformed FCNTX with an annualized return of 9.63%, while FCNTX has yielded a comparatively lower 8.71% annualized return.
FAGKX
36.47%
12.33%
20.21%
46.07%
9.27%
9.63%
FCNTX
35.58%
2.20%
11.90%
36.49%
10.45%
8.71%
Key characteristics
| FAGKX | FCNTX | |
|---|---|---|
| Sharpe Ratio | 2.80 | 2.34 |
| Sortino Ratio | 3.74 | 3.18 |
| Omega Ratio | 1.48 | 1.44 |
| Calmar Ratio | 1.53 | 0.39 |
| Martin Ratio | 16.65 | 14.54 |
| Ulcer Index | 2.77% | 2.51% |
| Daily Std Dev | 16.44% | 15.57% |
| Max Drawdown | -54.37% | -99.90% |
| Current Drawdown | 0.00% | -90.59% |
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FAGKX vs. FCNTX - Expense Ratio Comparison
FAGKX has a 0.52% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Correlation
The correlation between FAGKX 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.
Risk-Adjusted Performance
FAGKX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund Class K (FAGKX) 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
FAGKX vs. FCNTX - Dividend Comparison
FAGKX's dividend yield for the trailing twelve months is around 0.12%, less than FCNTX's 0.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAGKX Fidelity Growth Strategies Fund Class K | 0.12% | 0.16% | 0.00% | 0.00% | 0.00% | 0.54% | 0.90% | 0.50% | 0.68% | 0.29% | 0.92% | 0.38% |
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
FAGKX vs. FCNTX - Drawdown Comparison
The maximum FAGKX drawdown since its inception was -54.37%, smaller than the maximum FCNTX drawdown of -99.90%. Use the drawdown chart below to compare losses from any high point for FAGKX and FCNTX. For additional features, visit the drawdowns tool.
Volatility
FAGKX vs. FCNTX - Volatility Comparison
Fidelity Growth Strategies Fund Class K (FAGKX) has a higher volatility of 6.77% compared to Fidelity Contrafund Fund (FCNTX) at 4.78%. This indicates that FAGKX'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.