FIKNX vs. FCNTX
Compare and contrast key facts about Fidelity Advisor Small Cap Value Fund Class Z (FIKNX) and Fidelity Contrafund Fund (FCNTX).
FIKNX is managed by Fidelity. It was launched on Oct 2, 2018. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Performance
FIKNX vs. FCNTX - Performance Comparison
Loading graphics...
FIKNX vs. FCNTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKNX Fidelity Advisor Small Cap Value Fund Class Z | 1.95% | 8.18% | 8.00% | 17.97% | -12.98% | 38.27% | 11.35% | 20.98% | -13.08% |
FCNTX Fidelity Contrafund Fund | -5.35% | 21.76% | 36.00% | 38.67% | -28.31% | 24.52% | 32.48% | 30.00% | -11.96% |
Returns By Period
In the year-to-date period, FIKNX achieves a 1.95% return, which is significantly higher than FCNTX's -5.35% return.
FIKNX
- 1D
- 2.82%
- 1M
- -6.68%
- YTD
- 1.95%
- 6M
- 3.55%
- 1Y
- 16.70%
- 3Y*
- 11.28%
- 5Y*
- 6.43%
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIKNX vs. FCNTX - Expense Ratio Comparison
FIKNX has a 0.87% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Return for Risk
FIKNX vs. FCNTX — Risk / Return Rank
FIKNX
FCNTX
FIKNX vs. FCNTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Value Fund Class Z (FIKNX) 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.
| FIKNX | FCNTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 1.01 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.56 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.79 | -0.63 |
Martin ratioReturn relative to average drawdown | 4.33 | 6.87 | -2.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FIKNX | FCNTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 1.01 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.69 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.76 | -0.37 |
Correlation
The correlation between FIKNX and FCNTX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FIKNX vs. FCNTX - Dividend Comparison
FIKNX's dividend yield for the trailing twelve months is around 10.05%, more than FCNTX's 4.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKNX Fidelity Advisor Small Cap Value Fund Class Z | 10.05% | 10.24% | 4.82% | 5.32% | 5.92% | 8.07% | 0.58% | 3.65% | 8.42% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
FIKNX vs. FCNTX - Drawdown Comparison
The maximum FIKNX drawdown since its inception was -44.09%, smaller than the maximum FCNTX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for FIKNX and FCNTX.
Loading graphics...
Drawdown Indicators
| FIKNX | FCNTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.09% | -49.19% | +5.10% |
Max Drawdown (1Y)Largest decline over 1 year | -14.44% | -11.30% | -3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -24.87% | -32.59% | +7.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.59% | — |
Current DrawdownCurrent decline from peak | -7.82% | -8.18% | +0.36% |
Average DrawdownAverage peak-to-trough decline | -7.80% | -8.18% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 2.95% | +0.94% |
Volatility
FIKNX vs. FCNTX - Volatility Comparison
Fidelity Advisor Small Cap Value Fund Class Z (FIKNX) and Fidelity Contrafund Fund (FCNTX) have volatilities of 6.39% and 6.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FIKNX | FCNTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.39% | 6.51% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 12.13% | 11.12% | +1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.93% | 19.95% | +1.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.85% | 19.19% | +1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 19.64% | +5.08% |