FLCNX vs. VIGAX
Compare and contrast key facts about Fidelity Contrafund K6 (FLCNX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
FLCNX is managed by Fidelity. It was launched on May 25, 2017. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLCNX or VIGAX.
Performance
FLCNX vs. VIGAX - Performance Comparison
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
35.58%
2.16%
11.82%
40.19%
18.24%
N/A
VIGAX
30.60%
4.25%
14.07%
36.04%
19.11%
15.51%
Key characteristics
FLCNX | VIGAX | |
---|---|---|
Sharpe Ratio | 2.62 | 2.14 |
Sortino Ratio | 3.50 | 2.79 |
Omega Ratio | 1.49 | 1.39 |
Calmar Ratio | 3.67 | 2.78 |
Martin Ratio | 16.06 | 10.92 |
Ulcer Index | 2.50% | 3.30% |
Daily Std Dev | 15.35% | 16.88% |
Max Drawdown | -32.07% | -50.66% |
Current Drawdown | -1.51% | -1.06% |
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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.
Correlation
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.
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.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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.
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.