FCNTX vs. ADX
Compare and contrast key facts about Fidelity Contrafund Fund (FCNTX) and Adams Diversified Equity Fund, Inc. (ADX).
FCNTX is managed by Fidelity. It was launched on May 17, 1967. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
FCNTX vs. ADX - Performance Comparison
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FCNTX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCNTX Fidelity Contrafund Fund | -5.35% | 21.76% | 36.00% | 38.67% | -28.31% | 24.52% | 32.48% | 30.00% | -3.81% | 32.18% |
ADX Adams Diversified Equity Fund, Inc. | -2.00% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, FCNTX achieves a -5.35% return, which is significantly lower than ADX's -2.00% return. Both investments have delivered pretty close results over the past 10 years, with FCNTX having a 16.03% annualized return and ADX not far ahead at 16.68%.
FCNTX
- 1D
- 3.52%
- 1M
- -5.86%
- YTD
- -5.35%
- 6M
- -2.60%
- 1Y
- 19.23%
- 3Y*
- 24.91%
- 5Y*
- 13.21%
- 10Y*
- 16.03%
ADX
- 1D
- 2.33%
- 1M
- -3.70%
- YTD
- -2.00%
- 6M
- 3.99%
- 1Y
- 27.40%
- 3Y*
- 24.77%
- 5Y*
- 15.18%
- 10Y*
- 16.68%
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FCNTX vs. ADX - Expense Ratio Comparison
FCNTX has a 0.39% expense ratio, which is lower than ADX's 0.59% expense ratio.
Return for Risk
FCNTX vs. ADX — Risk / Return Rank
FCNTX
ADX
FCNTX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNTX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| FCNTX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.47 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.56 | 2.18 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.31 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.56 | -0.77 |
Martin ratioReturn relative to average drawdown | 6.87 | 11.81 | -4.95 |
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
| FCNTX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.47 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.89 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.93 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.09 | +0.67 |
Correlation
The correlation between FCNTX and ADX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FCNTX vs. ADX - Dividend Comparison
FCNTX's dividend yield for the trailing twelve months is around 4.93%, less than ADX's 8.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNTX Fidelity Contrafund Fund | 4.93% | 5.21% | 4.19% | 3.78% | 11.87% | 10.80% | 8.01% | 4.16% | 7.46% | 6.08% | 3.81% | 5.33% |
ADX Adams Diversified Equity Fund, Inc. | 8.26% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
FCNTX vs. ADX - Drawdown Comparison
The maximum FCNTX drawdown since its inception was -49.19%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for FCNTX and ADX.
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Drawdown Indicators
| FCNTX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.19% | -71.60% | +22.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.30% | -11.12% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -32.59% | -25.07% | -7.52% |
Max Drawdown (10Y)Largest decline over 10 years | -32.59% | -37.17% | +4.58% |
Current DrawdownCurrent decline from peak | -8.18% | -4.36% | -3.82% |
Average DrawdownAverage peak-to-trough decline | -8.18% | -23.22% | +15.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 2.41% | +0.54% |
Volatility
FCNTX vs. ADX - Volatility Comparison
Fidelity Contrafund Fund (FCNTX) and Adams Diversified Equity Fund, Inc. (ADX) have volatilities of 6.51% and 6.64%, 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.
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Volatility by Period
| FCNTX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.51% | 6.64% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 10.77% | +0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.95% | 18.76% | +1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.19% | 17.23% | +1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 17.96% | +1.68% |