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

Correlation

The correlation between FSOPX and FLCNX is 0.74, 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.


-0.50.00.51.00.7

Performance

FSOPX vs. FLCNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Series Small Cap Opportunities Fund (FSOPX) and Fidelity Contrafund K6 (FLCNX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
-2.75%
10.41%
FSOPX
FLCNX

Key characteristics

Sharpe Ratio

FSOPX:

0.74

FLCNX:

2.22

Sortino Ratio

FSOPX:

1.13

FLCNX:

2.99

Omega Ratio

FSOPX:

1.14

FLCNX:

1.40

Calmar Ratio

FSOPX:

0.51

FLCNX:

3.26

Martin Ratio

FSOPX:

3.13

FLCNX:

13.56

Ulcer Index

FSOPX:

4.52%

FLCNX:

2.63%

Daily Std Dev

FSOPX:

19.22%

FLCNX:

16.07%

Max Drawdown

FSOPX:

-61.43%

FLCNX:

-32.07%

Current Drawdown

FSOPX:

-16.94%

FLCNX:

-2.37%

Returns By Period

In the year-to-date period, FSOPX achieves a 2.94% return, which is significantly higher than FLCNX's 1.87% return.


FSOPX

YTD

2.94%

1M

-0.92%

6M

-2.75%

1Y

14.82%

5Y*

2.28%

10Y*

3.28%

FLCNX

YTD

1.87%

1M

-1.09%

6M

10.41%

1Y

36.24%

5Y*

16.51%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


FSOPX vs. FLCNX - Expense Ratio Comparison

FSOPX has a 0.00% expense ratio, which is lower than FLCNX's 0.45% 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 FSOPX: current value at 0.00% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.00%

Risk-Adjusted Performance

FSOPX vs. FLCNX — Risk-Adjusted Performance Rank

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

FSOPX
The Risk-Adjusted Performance Rank of FSOPX is 4545
Overall Rank
The Sharpe Ratio Rank of FSOPX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of FSOPX is 4646
Sortino Ratio Rank
The Omega Ratio Rank of FSOPX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of FSOPX is 4646
Calmar Ratio Rank
The Martin Ratio Rank of FSOPX is 4747
Martin Ratio Rank

FLCNX
The Risk-Adjusted Performance Rank of FLCNX is 9292
Overall Rank
The Sharpe Ratio Rank of FLCNX is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of FLCNX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of FLCNX is 9090
Omega Ratio Rank
The Calmar Ratio Rank of FLCNX is 9292
Calmar Ratio Rank
The Martin Ratio Rank of FLCNX is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSOPX vs. FLCNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Small Cap Opportunities Fund (FSOPX) and Fidelity Contrafund K6 (FLCNX). 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 FSOPX, currently valued at 0.74, compared to the broader market-1.000.001.002.003.004.000.742.22
The chart of Sortino ratio for FSOPX, currently valued at 1.13, compared to the broader market0.002.004.006.008.0010.0012.001.132.99
The chart of Omega ratio for FSOPX, currently valued at 1.14, compared to the broader market1.002.003.004.001.141.40
The chart of Calmar ratio for FSOPX, currently valued at 0.51, compared to the broader market0.005.0010.0015.0020.000.513.26
The chart of Martin ratio for FSOPX, currently valued at 3.13, compared to the broader market0.0020.0040.0060.0080.003.1313.56
FSOPX
FLCNX

The current FSOPX Sharpe Ratio is 0.74, which is lower than the FLCNX Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of FSOPX and FLCNX, 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 Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
0.74
2.22
FSOPX
FLCNX

Dividends

FSOPX vs. FLCNX - Dividend Comparison

FSOPX's dividend yield for the trailing twelve months is around 2.14%, more than FLCNX's 0.35% yield.


TTM20242023202220212020201920182017201620152014
FSOPX
Fidelity Series Small Cap Opportunities Fund
2.14%2.20%0.98%1.17%0.82%0.85%1.16%1.23%0.83%0.47%6.15%5.74%
FLCNX
Fidelity Contrafund K6
0.35%0.36%0.49%1.18%0.46%0.21%0.30%0.33%0.15%0.00%0.00%0.00%

Drawdowns

FSOPX vs. FLCNX - Drawdown Comparison

The maximum FSOPX drawdown since its inception was -61.43%, which is greater than FLCNX's maximum drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for FSOPX and FLCNX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-16.94%
-2.37%
FSOPX
FLCNX

Volatility

FSOPX vs. FLCNX - Volatility Comparison

Fidelity Series Small Cap Opportunities Fund (FSOPX) has a higher volatility of 5.88% compared to Fidelity Contrafund K6 (FLCNX) at 5.45%. This indicates that FSOPX's price experiences larger fluctuations and is considered to be riskier than FLCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%AugustSeptemberOctoberNovemberDecember2025
5.88%
5.45%
FSOPX
FLCNX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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