FCNTX vs. VFINX
Compare and contrast key facts about Fidelity Contrafund Fund (FCNTX) and Vanguard 500 Index Fund Investor Shares (VFINX).
FCNTX is managed by Fidelity. It was launched on May 17, 1967. VFINX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCNTX or VFINX.
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.
Performance
FCNTX vs. VFINX - Performance Comparison
Key characteristics
FCNTX:
2.08
VFINX:
2.22
FCNTX:
2.77
VFINX:
2.95
FCNTX:
1.39
VFINX:
1.41
FCNTX:
1.49
VFINX:
3.29
FCNTX:
12.39
VFINX:
14.51
FCNTX:
2.71%
VFINX:
1.92%
FCNTX:
16.12%
VFINX:
12.52%
FCNTX:
-48.74%
VFINX:
-55.25%
FCNTX:
-6.48%
VFINX:
-2.57%
Returns By Period
In the year-to-date period, FCNTX achieves a 31.85% return, which is significantly higher than VFINX's 25.85% return. Over the past 10 years, FCNTX has underperformed VFINX with an annualized return of 8.27%, while VFINX has yielded a comparatively higher 13.01% annualized return.
FCNTX
31.85%
-2.53%
5.31%
32.34%
9.68%
8.27%
VFINX
25.85%
-0.20%
9.17%
26.28%
14.77%
13.01%
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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.
Risk-Adjusted Performance
FCNTX vs. VFINX - Risk-Adjusted Performance 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.
Dividends
FCNTX vs. VFINX - Dividend Comparison
FCNTX's dividend yield for the trailing twelve months is around 0.02%, less than VFINX's 0.83% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
Vanguard 500 Index Fund Investor Shares | 0.83% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% | 1.73% |
Drawdowns
FCNTX vs. VFINX - Drawdown Comparison
The maximum FCNTX drawdown since its inception was -48.74%, 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. For additional features, visit the drawdowns tool.
Volatility
FCNTX vs. VFINX - Volatility Comparison
Fidelity Contrafund Fund (FCNTX) has a higher volatility of 5.45% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 3.79%. 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.