FDGFX vs. FCNTX
Compare and contrast key facts about Fidelity Dividend Growth Fund (FDGFX) and Fidelity Contrafund Fund (FCNTX).
FDGFX is managed by Fidelity. It was launched on Apr 27, 1993. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGFX or FCNTX.
Correlation
The correlation between FDGFX and FCNTX is 0.84, 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
FDGFX vs. FCNTX - Performance Comparison
Key characteristics
FDGFX:
1.50
FCNTX:
2.00
FDGFX:
1.98
FCNTX:
2.69
FDGFX:
1.28
FCNTX:
1.37
FDGFX:
2.44
FCNTX:
1.79
FDGFX:
7.40
FCNTX:
10.64
FDGFX:
3.27%
FCNTX:
3.09%
FDGFX:
16.17%
FCNTX:
16.46%
FDGFX:
-59.63%
FCNTX:
-48.48%
FDGFX:
-0.23%
FCNTX:
-3.56%
Returns By Period
In the year-to-date period, FDGFX achieves a 5.94% return, which is significantly higher than FCNTX's 3.95% return. Over the past 10 years, FDGFX has underperformed FCNTX with an annualized return of 4.48%, while FCNTX has yielded a comparatively higher 8.66% annualized return.
FDGFX
5.94%
3.36%
1.90%
22.61%
6.93%
4.48%
FCNTX
3.95%
3.06%
8.01%
30.85%
9.27%
8.66%
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FDGFX vs. FCNTX - Expense Ratio Comparison
FDGFX has a 0.48% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
FDGFX vs. FCNTX — Risk-Adjusted Performance Rank
FDGFX
FCNTX
FDGFX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund (FDGFX) and Fidelity Contrafund Fund (FCNTX). 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
FDGFX vs. FCNTX - Dividend Comparison
FDGFX's dividend yield for the trailing twelve months is around 0.98%, more than FCNTX's 0.08% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Dividend Growth Fund | 0.98% | 1.03% | 1.44% | 1.64% | 1.00% | 1.89% | 1.58% | 2.37% | 1.84% | 1.58% | 9.63% | 19.50% |
Fidelity Contrafund Fund | 0.08% | 0.08% | 0.48% | 2.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.30% | 0.31% | 7.55% |
Drawdowns
FDGFX vs. FCNTX - Drawdown Comparison
The maximum FDGFX drawdown since its inception was -59.63%, which is greater than FCNTX's maximum drawdown of -48.48%. Use the drawdown chart below to compare losses from any high point for FDGFX and FCNTX. For additional features, visit the drawdowns tool.
Volatility
FDGFX vs. FCNTX - Volatility Comparison
Fidelity Dividend Growth Fund (FDGFX) has a higher volatility of 5.88% compared to Fidelity Contrafund Fund (FCNTX) at 5.51%. This indicates that FDGFX's price experiences larger fluctuations and is considered to be riskier than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.