FCNTX vs. FOCPX
Compare and contrast key facts about Fidelity Contrafund Fund (FCNTX) and Fidelity OTC Portfolio (FOCPX).
FCNTX is managed by Fidelity. It was launched on May 17, 1967. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCNTX or FOCPX.
Correlation
The correlation between FCNTX and FOCPX is 0.87, 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
FCNTX vs. FOCPX - Performance Comparison
Key characteristics
FCNTX:
2.08
FOCPX:
2.07
FCNTX:
2.77
FOCPX:
2.67
FCNTX:
1.39
FOCPX:
1.37
FCNTX:
1.49
FOCPX:
2.64
FCNTX:
12.39
FOCPX:
8.42
FCNTX:
2.71%
FOCPX:
4.56%
FCNTX:
16.12%
FOCPX:
18.60%
FCNTX:
-48.74%
FOCPX:
-69.01%
FCNTX:
-6.48%
FOCPX:
-2.51%
Returns By Period
In the year-to-date period, FCNTX achieves a 31.85% return, which is significantly lower than FOCPX's 36.37% return. Over the past 10 years, FCNTX has underperformed FOCPX with an annualized return of 8.27%, while FOCPX has yielded a comparatively higher 17.84% annualized return.
FCNTX
31.85%
-2.53%
5.31%
32.34%
9.68%
8.27%
FOCPX
36.37%
4.86%
9.64%
36.75%
19.50%
17.84%
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FCNTX vs. FOCPX - Expense Ratio Comparison
FCNTX has a 0.39% expense ratio, which is lower than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
FCNTX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNTX) and Fidelity OTC Portfolio (FOCPX). 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
FCNTX vs. FOCPX - Dividend Comparison
FCNTX's dividend yield for the trailing twelve months is around 0.02%, less than FOCPX's 13.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNTX Fidelity Contrafund Fund | 0.02% | 0.48% | 2.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.30% | 0.31% | 7.55% | 7.89% |
FOCPX Fidelity OTC Portfolio | 13.44% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 5.41% | 12.91% | 13.54% |
Drawdowns
FCNTX vs. FOCPX - Drawdown Comparison
The maximum FCNTX drawdown since its inception was -48.74%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for FCNTX and FOCPX. For additional features, visit the drawdowns tool.
Volatility
FCNTX vs. FOCPX - Volatility Comparison
Fidelity Contrafund Fund (FCNTX) and Fidelity OTC Portfolio (FOCPX) have volatilities of 5.45% and 5.20%, 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.