FCNTX vs. VSEQX
Compare and contrast key facts about Fidelity Contrafund Fund (FCNTX) and Vanguard Strategic Equity Fund (VSEQX).
FCNTX is managed by Fidelity. It was launched on May 17, 1967. VSEQX is managed by Vanguard. It was launched on Aug 14, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCNTX or VSEQX.
Correlation
The correlation between FCNTX and VSEQX is 0.85, 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. VSEQX - Performance Comparison
Key characteristics
FCNTX:
2.08
VSEQX:
0.38
FCNTX:
2.77
VSEQX:
0.58
FCNTX:
1.39
VSEQX:
1.10
FCNTX:
1.49
VSEQX:
0.46
FCNTX:
12.39
VSEQX:
2.35
FCNTX:
2.71%
VSEQX:
3.39%
FCNTX:
16.12%
VSEQX:
20.79%
FCNTX:
-48.74%
VSEQX:
-63.55%
FCNTX:
-6.48%
VSEQX:
-16.38%
Returns By Period
In the year-to-date period, FCNTX achieves a 31.85% return, which is significantly higher than VSEQX's 5.94% return. Over the past 10 years, FCNTX has underperformed VSEQX with an annualized return of 8.27%, while VSEQX has yielded a comparatively higher 9.00% annualized return.
FCNTX
31.85%
-2.53%
5.31%
32.34%
9.68%
8.27%
VSEQX
5.94%
-14.01%
0.44%
5.91%
9.96%
9.00%
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FCNTX vs. VSEQX - Expense Ratio Comparison
FCNTX has a 0.39% expense ratio, which is higher than VSEQX's 0.17% expense ratio.
Risk-Adjusted Performance
FCNTX vs. VSEQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNTX) and Vanguard Strategic Equity Fund (VSEQX). 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. VSEQX - Dividend Comparison
FCNTX's dividend yield for the trailing twelve months is around 0.02%, while VSEQX has not paid dividends to shareholders.
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 Strategic Equity Fund | 0.00% | 1.51% | 1.49% | 1.36% | 1.32% | 1.33% | 1.45% | 1.35% | 1.57% | 1.79% | 1.10% | 1.20% |
Drawdowns
FCNTX vs. VSEQX - Drawdown Comparison
The maximum FCNTX drawdown since its inception was -48.74%, smaller than the maximum VSEQX drawdown of -63.55%. Use the drawdown chart below to compare losses from any high point for FCNTX and VSEQX. For additional features, visit the drawdowns tool.
Volatility
FCNTX vs. VSEQX - Volatility Comparison
The current volatility for Fidelity Contrafund Fund (FCNTX) is 5.45%, while Vanguard Strategic Equity Fund (VSEQX) has a volatility of 15.10%. This indicates that FCNTX experiences smaller price fluctuations and is considered to be less risky than VSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.