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FLCNX vs. VIGAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

FLCNX vs. VIGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Contrafund K6 (FLCNX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
11.82%
14.07%
FLCNX
VIGAX

Returns By Period

In the year-to-date period, FLCNX achieves a 35.58% return, which is significantly higher than VIGAX's 30.60% return.


FLCNX

YTD

35.58%

1M

2.16%

6M

11.82%

1Y

40.19%

5Y (annualized)

18.24%

10Y (annualized)

N/A

VIGAX

YTD

30.60%

1M

4.25%

6M

14.07%

1Y

36.04%

5Y (annualized)

19.11%

10Y (annualized)

15.51%

Key characteristics


FLCNXVIGAX
Sharpe Ratio2.622.14
Sortino Ratio3.502.79
Omega Ratio1.491.39
Calmar Ratio3.672.78
Martin Ratio16.0610.92
Ulcer Index2.50%3.30%
Daily Std Dev15.35%16.88%
Max Drawdown-32.07%-50.66%
Current Drawdown-1.51%-1.06%

Compare stocks, funds, or ETFs

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FLCNX vs. VIGAX - Expense Ratio Comparison

FLCNX has a 0.45% expense ratio, which is higher than VIGAX's 0.05% expense ratio.


FLCNX
Fidelity Contrafund K6
Expense ratio chart for FLCNX: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%
Expense ratio chart for VIGAX: current value at 0.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.05%

Correlation

-0.50.00.51.01.0

The correlation between FLCNX and VIGAX is 0.97, 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.

Risk-Adjusted Performance

FLCNX vs. VIGAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund K6 (FLCNX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.


Sharpe ratio
The chart of Sharpe ratio for FLCNX, currently valued at 2.62, compared to the broader market-1.000.001.002.003.004.005.002.622.14
The chart of Sortino ratio for FLCNX, currently valued at 3.50, compared to the broader market0.005.0010.003.502.79
The chart of Omega ratio for FLCNX, currently valued at 1.49, compared to the broader market1.002.003.004.001.491.39
The chart of Calmar ratio for FLCNX, currently valued at 3.67, compared to the broader market0.005.0010.0015.0020.003.672.78
The chart of Martin ratio for FLCNX, currently valued at 16.06, compared to the broader market0.0020.0040.0060.0080.00100.0016.0610.92
FLCNX
VIGAX

The current FLCNX Sharpe Ratio is 2.62, which is comparable to the VIGAX Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of FLCNX and VIGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio1.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.62
2.14
FLCNX
VIGAX

Dividends

FLCNX vs. VIGAX - Dividend Comparison

FLCNX's dividend yield for the trailing twelve months is around 0.39%, less than VIGAX's 0.48% yield.


TTM20232022202120202019201820172016201520142013
FLCNX
Fidelity Contrafund K6
0.39%0.49%0.62%0.20%0.21%0.30%0.33%0.15%0.00%0.00%0.00%0.00%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.48%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%1.21%1.19%

Drawdowns

FLCNX vs. VIGAX - Drawdown Comparison

The maximum FLCNX drawdown since its inception was -32.07%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for FLCNX and VIGAX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.51%
-1.06%
FLCNX
VIGAX

Volatility

FLCNX vs. VIGAX - Volatility Comparison

The current volatility for Fidelity Contrafund K6 (FLCNX) is 4.86%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.21%. This indicates that FLCNX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%9.00%JuneJulyAugustSeptemberOctoberNovember
4.86%
5.21%
FLCNX
VIGAX