FLCNX vs. RPFGX
Compare and contrast key facts about Fidelity Contrafund K6 (FLCNX) and Davis Financial Fund (RPFGX).
FLCNX is managed by Fidelity. It was launched on May 25, 2017. RPFGX is managed by BlackRock. It was launched on May 1, 1991.
Performance
FLCNX vs. RPFGX - Performance Comparison
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FLCNX vs. RPFGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLCNX Fidelity Contrafund K6 | -4.95% | 22.05% | 35.37% | 37.67% | -27.13% | 24.21% | 30.85% | 30.91% | -2.16% | 13.77% |
RPFGX Davis Financial Fund | -8.23% | 29.28% | 29.54% | 15.60% | -8.91% | 31.45% | -5.87% | 26.51% | -11.74% | 13.25% |
Returns By Period
In the year-to-date period, FLCNX achieves a -4.95% return, which is significantly higher than RPFGX's -8.23% return.
FLCNX
- 1D
- 0.81%
- 1M
- -4.12%
- YTD
- -4.95%
- 6M
- -3.05%
- 1Y
- 19.90%
- 3Y*
- 24.88%
- 5Y*
- 13.52%
- 10Y*
- —
RPFGX
- 1D
- 0.59%
- 1M
- -3.28%
- YTD
- -8.23%
- 6M
- -0.22%
- 1Y
- 13.49%
- 3Y*
- 22.56%
- 5Y*
- 12.25%
- 10Y*
- 12.16%
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FLCNX vs. RPFGX - Expense Ratio Comparison
FLCNX has a 0.45% expense ratio, which is lower than RPFGX's 0.94% expense ratio.
Return for Risk
FLCNX vs. RPFGX — Risk / Return Rank
FLCNX
RPFGX
FLCNX vs. RPFGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund K6 (FLCNX) and Davis Financial Fund (RPFGX). 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.
| FLCNX | RPFGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.78 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.13 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.00 | +0.85 |
Martin ratioReturn relative to average drawdown | 6.96 | 3.16 | +3.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLCNX | RPFGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.78 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.64 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.57 | +0.22 |
Correlation
The correlation between FLCNX and RPFGX is 0.57, 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
FLCNX vs. RPFGX - Dividend Comparison
FLCNX's dividend yield for the trailing twelve months is around 12.08%, more than RPFGX's 4.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCNX Fidelity Contrafund K6 | 12.08% | 8.35% | 0.36% | 0.49% | 1.18% | 0.46% | 0.21% | 0.30% | 0.33% | 0.15% | 0.00% | 0.00% |
RPFGX Davis Financial Fund | 4.33% | 3.98% | 4.19% | 6.96% | 3.41% | 6.60% | 5.60% | 7.96% | 8.93% | 2.32% | 1.68% | 2.26% |
Drawdowns
FLCNX vs. RPFGX - Drawdown Comparison
The maximum FLCNX drawdown since its inception was -32.07%, smaller than the maximum RPFGX drawdown of -67.11%. Use the drawdown chart below to compare losses from any high point for FLCNX and RPFGX.
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Drawdown Indicators
| FLCNX | RPFGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.07% | -67.11% | +35.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -14.54% | +2.81% |
Max Drawdown (5Y)Largest decline over 5 years | -32.07% | -26.86% | -5.21% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.24% | — |
Current DrawdownCurrent decline from peak | -7.82% | -11.08% | +3.26% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -9.87% | +3.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 4.61% | -1.49% |
Volatility
FLCNX vs. RPFGX - Volatility Comparison
Fidelity Contrafund K6 (FLCNX) has a higher volatility of 6.72% compared to Davis Financial Fund (RPFGX) at 5.09%. This indicates that FLCNX's price experiences larger fluctuations and is considered to be riskier than RPFGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLCNX | RPFGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 5.09% | +1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 11.42% | 11.46% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.47% | 19.12% | +1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.09% | 19.28% | -0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.52% | 22.29% | -1.77% |