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FSLCX vs. FCNTX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSLCX vs. FCNTX - Performance Comparison

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

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FSLCX vs. FCNTX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSLCX
Fidelity Small Cap Stock Fund
-1.90%14.95%9.27%19.70%-22.71%20.26%13.80%29.46%-11.70%13.78%
FCNTX
Fidelity Contrafund Fund
-5.35%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, FSLCX achieves a -1.90% return, which is significantly higher than FCNTX's -5.35% return. Over the past 10 years, FSLCX has underperformed FCNTX with an annualized return of 8.56%, while FCNTX has yielded a comparatively higher 16.03% annualized return.


FSLCX

1D
3.55%
1M
-6.22%
YTD
-1.90%
6M
0.00%
1Y
18.88%
3Y*
12.54%
5Y*
4.02%
10Y*
8.56%

FCNTX

1D
3.52%
1M
-5.86%
YTD
-5.35%
6M
-2.60%
1Y
19.23%
3Y*
24.91%
5Y*
13.21%
10Y*
16.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FSLCX vs. FCNTX - Expense Ratio Comparison

FSLCX has a 0.90% expense ratio, which is higher than FCNTX's 0.39% expense ratio.


Return for Risk

FSLCX vs. FCNTX — Risk / Return Rank

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

FSLCX
FSLCX Risk / Return Rank: 4848
Overall Rank
FSLCX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
FSLCX Sortino Ratio Rank: 4848
Sortino Ratio Rank
FSLCX Omega Ratio Rank: 3636
Omega Ratio Rank
FSLCX Calmar Ratio Rank: 6262
Calmar Ratio Rank
FSLCX Martin Ratio Rank: 4949
Martin Ratio Rank

FCNTX
FCNTX Risk / Return Rank: 6262
Overall Rank
FCNTX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
FCNTX Sortino Ratio Rank: 5757
Sortino Ratio Rank
FCNTX Omega Ratio Rank: 5454
Omega Ratio Rank
FCNTX Calmar Ratio Rank: 7575
Calmar Ratio Rank
FCNTX Martin Ratio Rank: 7272
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.

FSLCX vs. FCNTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock Fund (FSLCX) 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.


FSLCXFCNTXDifference

Sharpe ratio

Return per unit of total volatility

0.91

1.01

-0.10

Sortino ratio

Return per unit of downside risk

1.43

1.56

-0.13

Omega ratio

Gain probability vs. loss probability

1.18

1.22

-0.04

Calmar ratio

Return relative to maximum drawdown

1.51

1.79

-0.28

Martin ratio

Return relative to average drawdown

5.00

6.87

-1.87

FSLCX vs. FCNTX - Sharpe Ratio Comparison

The current FSLCX Sharpe Ratio is 0.91, which is comparable to the FCNTX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of FSLCX 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.


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Sharpe Ratios by Period


FSLCXFCNTXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.91

1.01

-0.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

0.69

-0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.82

-0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.76

-0.37

Correlation

The correlation between FSLCX 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

FSLCX vs. FCNTX - Dividend Comparison

FSLCX's dividend yield for the trailing twelve months is around 15.20%, more than FCNTX's 4.93% yield.


TTM20252024202320222021202020192018201720162015
FSLCX
Fidelity Small Cap Stock Fund
15.20%14.91%1.86%0.02%7.91%22.97%0.00%0.31%26.25%8.92%3.85%10.97%
FCNTX
Fidelity Contrafund Fund
4.93%5.21%4.19%3.78%11.87%10.80%8.01%4.16%7.46%6.08%3.81%5.33%

Drawdowns

FSLCX vs. FCNTX - Drawdown Comparison

The maximum FSLCX drawdown since its inception was -61.22%, which is greater than FCNTX's maximum drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for FSLCX and FCNTX.


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Drawdown Indicators


FSLCXFCNTXDifference

Max Drawdown

Largest peak-to-trough decline

-61.22%

-49.19%

-12.03%

Max Drawdown (1Y)

Largest decline over 1 year

-12.51%

-11.30%

-1.21%

Max Drawdown (5Y)

Largest decline over 5 years

-30.04%

-32.59%

+2.55%

Max Drawdown (10Y)

Largest decline over 10 years

-45.42%

-32.59%

-12.83%

Current Drawdown

Current decline from peak

-9.41%

-8.18%

-1.23%

Average Drawdown

Average peak-to-trough decline

-9.87%

-8.18%

-1.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.79%

2.95%

+0.84%

Volatility

FSLCX vs. FCNTX - Volatility Comparison

Fidelity Small Cap Stock Fund (FSLCX) has a higher volatility of 7.41% compared to Fidelity Contrafund Fund (FCNTX) at 6.51%. This indicates that FSLCX'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.


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Volatility by Period


FSLCXFCNTXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.41%

6.51%

+0.90%

Volatility (6M)

Calculated over the trailing 6-month period

13.29%

11.12%

+2.17%

Volatility (1Y)

Calculated over the trailing 1-year period

21.31%

19.95%

+1.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.83%

19.19%

+1.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.12%

19.64%

+1.48%