FINFX vs. FCNTX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-2 (FINFX) and Fidelity Contrafund Fund (FCNTX).
FINFX is managed by American Funds. It was launched on Aug 1, 1978. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Performance
FINFX vs. FCNTX - Performance Comparison
Loading graphics...
FINFX vs. FCNTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | -6.09% | 24.44% | 22.98% | 26.14% | -16.47% | 22.68% | 15.16% | 27.34% | -7.96% | 23.00% |
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, FINFX achieves a -6.09% return, which is significantly higher than FCNTX's -8.57% return. Over the past 10 years, FINFX has underperformed FCNTX with an annualized return of 13.15%, while FCNTX has yielded a comparatively higher 15.63% annualized return.
FINFX
- 1D
- -0.64%
- 1M
- -9.88%
- YTD
- -6.09%
- 6M
- -2.00%
- 1Y
- 20.68%
- 3Y*
- 19.59%
- 5Y*
- 11.80%
- 10Y*
- 13.15%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FINFX vs. FCNTX - Expense Ratio Comparison
Both FINFX and FCNTX have an expense ratio of 0.39%.
Return for Risk
FINFX vs. FCNTX — Risk / Return Rank
FINFX
FCNTX
FINFX vs. FCNTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-2 (FINFX) 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.
| FINFX | FCNTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.83 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.30 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.17 | +0.45 |
Martin ratioReturn relative to average drawdown | 7.29 | 4.57 | +2.72 |
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
| FINFX | FCNTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.83 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.67 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.80 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.76 | -0.20 |
Correlation
The correlation between FINFX and FCNTX is 0.92, 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
FINFX vs. FCNTX - Dividend Comparison
FINFX's dividend yield for the trailing twelve months is around 9.32%, more than FCNTX's 5.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINFX American Funds Fundamental Investors® Class F-2 | 9.32% | 8.73% | 9.11% | 6.01% | 5.21% | 11.19% | 2.81% | 7.11% | 9.54% | 7.46% | 4.91% | 6.29% |
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
FINFX vs. FCNTX - Drawdown Comparison
The maximum FINFX drawdown since its inception was -46.54%, smaller than the maximum FCNTX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for FINFX and FCNTX.
Loading graphics...
Drawdown Indicators
| FINFX | FCNTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.54% | -49.19% | +2.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -11.30% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -24.95% | -32.59% | +7.64% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -32.59% | -1.32% |
Current DrawdownCurrent decline from peak | -10.64% | -11.30% | +0.66% |
Average DrawdownAverage peak-to-trough decline | -6.04% | -8.18% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.90% | -0.37% |
Volatility
FINFX vs. FCNTX - Volatility Comparison
American Funds Fundamental Investors® Class F-2 (FINFX) and Fidelity Contrafund Fund (FCNTX) have volatilities of 4.98% and 5.19%, 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
| FINFX | FCNTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.98% | 5.19% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 10.56% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.95% | 19.69% | -1.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.67% | 19.13% | -2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.65% | 19.61% | -1.96% |