PortfoliosLab logoPortfoliosLab logo
FSCEX vs. FCNTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSCEX vs. FCNTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Small Cap Fund Class C (FSCEX) and Fidelity Contrafund Fund (FCNTX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FSCEX vs. FCNTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSCEX
Fidelity Advisor Small Cap Fund Class C
0.43%11.04%-11.92%17.31%-21.33%30.13%16.12%31.37%-16.86%12.93%
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, FSCEX achieves a 0.43% return, which is significantly higher than FCNTX's -8.57% return. Over the past 10 years, FSCEX has underperformed FCNTX with an annualized return of 6.41%, while FCNTX has yielded a comparatively higher 15.63% annualized return.


FSCEX

1D
-1.75%
1M
-7.93%
YTD
0.43%
6M
3.68%
1Y
21.77%
3Y*
3.18%
5Y*
0.65%
10Y*
6.41%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSCEX vs. FCNTX - Expense Ratio Comparison

FSCEX has a 2.04% expense ratio, which is higher than FCNTX's 0.39% expense ratio.


Return for Risk

FSCEX vs. FCNTX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSCEX
FSCEX Risk / Return Rank: 5656
Overall Rank
FSCEX Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
FSCEX Sortino Ratio Rank: 5757
Sortino Ratio Rank
FSCEX Omega Ratio Rank: 4747
Omega Ratio Rank
FSCEX Calmar Ratio Rank: 6060
Calmar Ratio Rank
FSCEX Martin Ratio Rank: 6262
Martin Ratio Rank

FCNTX
FCNTX Risk / Return Rank: 4444
Overall Rank
FCNTX Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
FCNTX Sortino Ratio Rank: 4545
Sortino Ratio Rank
FCNTX Omega Ratio Rank: 4444
Omega Ratio Rank
FCNTX Calmar Ratio Rank: 4848
Calmar Ratio Rank
FCNTX Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSCEX vs. FCNTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class C (FSCEX) 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.


FSCEXFCNTXDifference

Sharpe ratio

Return per unit of total volatility

0.99

0.83

+0.16

Sortino ratio

Return per unit of downside risk

1.51

1.30

+0.21

Omega ratio

Gain probability vs. loss probability

1.20

1.18

+0.02

Calmar ratio

Return relative to maximum drawdown

1.40

1.17

+0.22

Martin ratio

Return relative to average drawdown

5.96

4.57

+1.39

FSCEX vs. FCNTX - Sharpe Ratio Comparison

The current FSCEX Sharpe Ratio is 0.99, which is comparable to the FCNTX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of FSCEX and FCNTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FSCEXFCNTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

0.83

+0.16

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

0.67

-0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.80

-0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.76

-0.38

Correlation

The correlation between FSCEX and FCNTX is 0.81, 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

FSCEX vs. FCNTX - Dividend Comparison

FSCEX's dividend yield for the trailing twelve months is around 3.56%, less than FCNTX's 5.10% yield.


TTM20252024202320222021202020192018201720162015
FSCEX
Fidelity Advisor Small Cap Fund Class C
3.56%3.58%0.00%2.23%8.66%16.35%3.97%5.72%20.54%18.60%2.60%10.50%
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

FSCEX vs. FCNTX - Drawdown Comparison

The maximum FSCEX drawdown since its inception was -51.02%, roughly equal to the maximum FCNTX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for FSCEX and FCNTX.


Loading graphics...

Drawdown Indicators


FSCEXFCNTXDifference

Max Drawdown

Largest peak-to-trough decline

-51.02%

-49.19%

-1.83%

Max Drawdown (1Y)

Largest decline over 1 year

-13.79%

-11.30%

-2.49%

Max Drawdown (5Y)

Largest decline over 5 years

-41.37%

-32.59%

-8.78%

Max Drawdown (10Y)

Largest decline over 10 years

-41.37%

-32.59%

-8.78%

Current Drawdown

Current decline from peak

-19.11%

-11.30%

-7.81%

Average Drawdown

Average peak-to-trough decline

-12.73%

-8.18%

-4.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.23%

2.90%

+0.33%

Volatility

FSCEX vs. FCNTX - Volatility Comparison

Fidelity Advisor Small Cap Fund Class C (FSCEX) has a higher volatility of 6.46% compared to Fidelity Contrafund Fund (FCNTX) at 5.19%. This indicates that FSCEX's price experiences larger fluctuations and is considered to be riskier than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FSCEXFCNTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.46%

5.19%

+1.27%

Volatility (6M)

Calculated over the trailing 6-month period

12.63%

10.56%

+2.07%

Volatility (1Y)

Calculated over the trailing 1-year period

21.95%

19.69%

+2.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.18%

19.13%

+4.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.47%

19.61%

+2.86%