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FCNTX vs. VFINX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCNTX vs. VFINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Contrafund Fund (FCNTX) and Vanguard 500 Index Fund Investor Shares (VFINX). The values are adjusted to include any dividend payments, if applicable.

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FCNTX vs. VFINX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FCNTX
Fidelity Contrafund Fund
-5.35%21.76%36.00%38.67%-28.31%24.52%32.48%30.00%-3.81%32.18%
VFINX
Vanguard 500 Index Fund Investor Shares
-4.37%17.71%24.84%26.12%-18.24%28.53%18.20%31.33%-4.55%21.66%

Returns By Period

In the year-to-date period, FCNTX achieves a -5.35% return, which is significantly lower than VFINX's -4.37% return. Over the past 10 years, FCNTX has outperformed VFINX with an annualized return of 16.03%, while VFINX has yielded a comparatively lower 13.92% annualized return.


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%

VFINX

1D
2.92%
1M
-5.04%
YTD
-4.37%
6M
-2.20%
1Y
17.19%
3Y*
18.15%
5Y*
11.64%
10Y*
13.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCNTX vs. VFINX - Expense Ratio Comparison

FCNTX has a 0.39% expense ratio, which is higher than VFINX's 0.14% expense ratio.


Return for Risk

FCNTX vs. VFINX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FCNTX
FCNTX Risk / Return Rank: 6262
Overall Rank
FCNTX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
FCNTX Sortino Ratio Rank: 5757
Sortino Ratio Rank
FCNTX Omega Ratio Rank: 5454
Omega Ratio Rank
FCNTX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FCNTX Martin Ratio Rank: 7272
Martin Ratio Rank

VFINX
VFINX Risk / Return Rank: 5959
Overall Rank
VFINX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
VFINX Sortino Ratio Rank: 5252
Sortino Ratio Rank
VFINX Omega Ratio Rank: 5555
Omega Ratio Rank
VFINX Calmar Ratio Rank: 6363
Calmar Ratio Rank
VFINX Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCNTX vs. VFINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNTX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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.


FCNTXVFINXDifference

Sharpe ratio

Return per unit of total volatility

1.01

0.97

+0.05

Sortino ratio

Return per unit of downside risk

1.56

1.48

+0.08

Omega ratio

Gain probability vs. loss probability

1.22

1.23

0.00

Calmar ratio

Return relative to maximum drawdown

1.79

1.51

+0.28

Martin ratio

Return relative to average drawdown

6.87

7.24

-0.37

FCNTX vs. VFINX - Sharpe Ratio Comparison

The current FCNTX Sharpe Ratio is 1.01, which is comparable to the VFINX Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of FCNTX and VFINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FCNTXVFINXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

0.97

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.69

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

0.77

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.60

+0.16

Correlation

The correlation between FCNTX and VFINX is 0.88, 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.


Dividends

FCNTX vs. VFINX - Dividend Comparison

FCNTX's dividend yield for the trailing twelve months is around 4.93%, more than VFINX's 1.08% yield.


TTM20252024202320222021202020192018201720162015
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%
VFINX
Vanguard 500 Index Fund Investor Shares
1.08%1.02%1.14%1.36%1.57%1.15%1.45%1.77%1.94%1.69%1.92%1.99%

Drawdowns

FCNTX vs. VFINX - Drawdown Comparison

The maximum FCNTX drawdown since its inception was -49.19%, smaller than the maximum VFINX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FCNTX and VFINX.


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Drawdown Indicators


FCNTXVFINXDifference

Max Drawdown

Largest peak-to-trough decline

-49.19%

-55.25%

+6.06%

Max Drawdown (1Y)

Largest decline over 1 year

-11.30%

-12.12%

+0.82%

Max Drawdown (5Y)

Largest decline over 5 years

-32.59%

-24.59%

-8.00%

Max Drawdown (10Y)

Largest decline over 10 years

-32.59%

-33.83%

+1.24%

Current Drawdown

Current decline from peak

-8.18%

-6.26%

-1.92%

Average Drawdown

Average peak-to-trough decline

-8.18%

-8.31%

+0.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

2.53%

+0.42%

Volatility

FCNTX vs. VFINX - Volatility Comparison

Fidelity Contrafund Fund (FCNTX) has a higher volatility of 6.51% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 5.35%. This indicates that FCNTX's price experiences larger fluctuations and is considered to be riskier than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FCNTXVFINXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.51%

5.35%

+1.16%

Volatility (6M)

Calculated over the trailing 6-month period

11.12%

9.53%

+1.59%

Volatility (1Y)

Calculated over the trailing 1-year period

19.95%

18.32%

+1.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.19%

16.91%

+2.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.64%

18.05%

+1.59%