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FDTZX vs. FCNTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FDTZX vs. FCNTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Capital Development Fund Class M (FDTZX) and Fidelity Contrafund Fund (FCNTX). The values are adjusted to include any dividend payments, if applicable.

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FDTZX vs. FCNTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FDTZX
Fidelity Advisor Capital Development Fund Class M
-5.18%26.82%26.26%23.23%-8.72%24.45%8.28%30.31%-9.87%16.34%
FCNTX
Fidelity Contrafund Fund
-8.57%21.76%36.00%38.67%-28.31%24.52%32.48%30.00%-3.81%32.18%

Returns By Period

In the year-to-date period, FDTZX achieves a -5.18% return, which is significantly higher than FCNTX's -8.57% return. Over the past 10 years, FDTZX has underperformed FCNTX with an annualized return of 13.89%, while FCNTX has yielded a comparatively higher 15.63% annualized return.


FDTZX

1D
-0.59%
1M
-8.12%
YTD
-5.18%
6M
-0.45%
1Y
23.33%
3Y*
20.69%
5Y*
13.74%
10Y*
13.89%

FCNTX

1D
-0.22%
1M
-9.40%
YTD
-8.57%
6M
-6.17%
1Y
16.04%
3Y*
23.48%
5Y*
12.82%
10Y*
15.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FDTZX vs. FCNTX - Expense Ratio Comparison

FDTZX has a 1.33% expense ratio, which is higher than FCNTX's 0.39% expense ratio.


Return for Risk

FDTZX vs. FCNTX — Risk / Return Rank

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

FDTZX
FDTZX Risk / Return Rank: 7575
Overall Rank
FDTZX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
FDTZX Sortino Ratio Rank: 7474
Sortino Ratio Rank
FDTZX Omega Ratio Rank: 7676
Omega Ratio Rank
FDTZX Calmar Ratio Rank: 7474
Calmar Ratio Rank
FDTZX Martin Ratio Rank: 8080
Martin Ratio Rank

FCNTX
FCNTX Risk / Return Rank: 4444
Overall Rank
FCNTX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
FCNTX Sortino Ratio Rank: 4545
Sortino Ratio Rank
FCNTX Omega Ratio Rank: 4444
Omega Ratio Rank
FCNTX Calmar Ratio Rank: 4848
Calmar Ratio Rank
FCNTX Martin Ratio Rank: 4646
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.

FDTZX vs. FCNTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Capital Development Fund Class M (FDTZX) 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.


FDTZXFCNTXDifference

Sharpe ratio

Return per unit of total volatility

1.29

0.83

+0.47

Sortino ratio

Return per unit of downside risk

1.85

1.30

+0.55

Omega ratio

Gain probability vs. loss probability

1.30

1.18

+0.11

Calmar ratio

Return relative to maximum drawdown

1.72

1.17

+0.54

Martin ratio

Return relative to average drawdown

7.85

4.57

+3.28

FDTZX vs. FCNTX - Sharpe Ratio Comparison

The current FDTZX Sharpe Ratio is 1.29, which is higher than the FCNTX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of FDTZX and FCNTX, 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


FDTZXFCNTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.29

0.83

+0.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.67

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.80

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.76

-0.28

Correlation

The correlation between FDTZX and FCNTX 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.


Dividends

FDTZX vs. FCNTX - Dividend Comparison

FDTZX's dividend yield for the trailing twelve months is around 11.65%, more than FCNTX's 5.10% yield.


TTM20252024202320222021202020192018201720162015
FDTZX
Fidelity Advisor Capital Development Fund Class M
11.65%11.04%9.30%4.11%5.35%5.32%4.07%7.18%15.77%5.66%2.35%5.37%
FCNTX
Fidelity Contrafund Fund
5.10%5.21%4.19%3.78%11.87%10.80%8.01%4.16%7.46%6.08%3.81%5.33%

Drawdowns

FDTZX vs. FCNTX - Drawdown Comparison

The maximum FDTZX drawdown since its inception was -58.26%, which is greater than FCNTX's maximum drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for FDTZX and FCNTX.


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Drawdown Indicators


FDTZXFCNTXDifference

Max Drawdown

Largest peak-to-trough decline

-58.26%

-49.19%

-9.07%

Max Drawdown (1Y)

Largest decline over 1 year

-12.42%

-11.30%

-1.12%

Max Drawdown (5Y)

Largest decline over 5 years

-22.13%

-32.59%

+10.46%

Max Drawdown (10Y)

Largest decline over 10 years

-36.66%

-32.59%

-4.07%

Current Drawdown

Current decline from peak

-9.71%

-11.30%

+1.59%

Average Drawdown

Average peak-to-trough decline

-8.67%

-8.18%

-0.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.72%

2.90%

-0.18%

Volatility

FDTZX vs. FCNTX - Volatility Comparison

The current volatility for Fidelity Advisor Capital Development Fund Class M (FDTZX) is 4.49%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 5.19%. This indicates that FDTZX experiences smaller price fluctuations and is considered to be less risky than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDTZXFCNTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.49%

5.19%

-0.70%

Volatility (6M)

Calculated over the trailing 6-month period

9.57%

10.56%

-0.99%

Volatility (1Y)

Calculated over the trailing 1-year period

18.41%

19.69%

-1.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.63%

19.13%

-1.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.85%

19.61%

-0.76%