FBSOX vs. FCNTX
Compare and contrast key facts about Fidelity Select IT Services Portfolio (FBSOX) and Fidelity Contrafund Fund (FCNTX).
FBSOX is managed by Fidelity. It was launched on Feb 4, 1998. 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: FBSOX or FCNTX.
Performance
FBSOX vs. FCNTX - Performance Comparison
Returns By Period
In the year-to-date period, FBSOX achieves a 7.50% return, which is significantly lower than FCNTX's 33.71% return. Over the past 10 years, FBSOX has underperformed FCNTX with an annualized return of 6.21%, while FCNTX has yielded a comparatively higher 8.68% annualized return.
FBSOX
7.50%
2.49%
14.10%
12.20%
-2.23%
6.21%
FCNTX
33.71%
-0.51%
11.68%
35.97%
10.04%
8.68%
Key characteristics
| FBSOX | FCNTX | |
|---|---|---|
| Sharpe Ratio | 0.79 | 2.36 |
| Sortino Ratio | 1.09 | 3.19 |
| Omega Ratio | 1.16 | 1.44 |
| Calmar Ratio | 0.27 | 0.39 |
| Martin Ratio | 1.30 | 14.71 |
| Ulcer Index | 9.63% | 2.50% |
| Daily Std Dev | 15.96% | 15.58% |
| Max Drawdown | -54.04% | -99.90% |
| Current Drawdown | -35.79% | -90.71% |
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FBSOX vs. FCNTX - Expense Ratio Comparison
FBSOX has a 0.70% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Correlation
The correlation between FBSOX and FCNTX is 0.82, 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
FBSOX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select IT Services Portfolio (FBSOX) 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
FBSOX vs. FCNTX - Dividend Comparison
FBSOX's dividend yield for the trailing twelve months is around 0.01%, less than FCNTX's 0.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBSOX Fidelity Select IT Services Portfolio | 0.01% | 0.01% | 0.02% | 0.00% | 0.01% | 0.04% | 0.06% | 0.04% | 0.32% | 2.98% | 0.44% | 2.84% |
FCNTX Fidelity Contrafund Fund | 0.38% | 0.48% | 2.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.30% | 0.31% | 7.55% | 7.89% |
Drawdowns
FBSOX vs. FCNTX - Drawdown Comparison
The maximum FBSOX drawdown since its inception was -54.04%, smaller than the maximum FCNTX drawdown of -99.90%. Use the drawdown chart below to compare losses from any high point for FBSOX and FCNTX. For additional features, visit the drawdowns tool.
Volatility
FBSOX vs. FCNTX - Volatility Comparison
Fidelity Select IT Services Portfolio (FBSOX) and Fidelity Contrafund Fund (FCNTX) have volatilities of 4.78% and 4.93%, 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.