FTCVX vs. FCNTX
Compare and contrast key facts about Fidelity Advisor Convertible Securities Fund Class M (FTCVX) and Fidelity Contrafund Fund (FCNTX).
FTCVX is managed by Fidelity. It was launched on Feb 19, 2009. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Performance
FTCVX vs. FCNTX - Performance Comparison
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FTCVX vs. FCNTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTCVX Fidelity Advisor Convertible Securities Fund Class M | 1.27% | 17.67% | 7.70% | 12.42% | -15.82% | 9.35% | 41.70% | 27.83% | -1.88% | 8.54% |
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, FTCVX achieves a 1.27% return, which is significantly higher than FCNTX's -5.35% return. Over the past 10 years, FTCVX has underperformed FCNTX with an annualized return of 10.70%, while FCNTX has yielded a comparatively higher 16.03% annualized return.
FTCVX
- 1D
- -1.69%
- 1M
- -5.65%
- YTD
- 1.27%
- 6M
- 2.27%
- 1Y
- 23.90%
- 3Y*
- 11.56%
- 5Y*
- 5.06%
- 10Y*
- 10.70%
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%
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FTCVX vs. FCNTX - Expense Ratio Comparison
FTCVX has a 1.23% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Return for Risk
FTCVX vs. FCNTX — Risk / Return Rank
FTCVX
FCNTX
FTCVX vs. FCNTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Convertible Securities Fund Class M (FTCVX) 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.
| FTCVX | FCNTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.51 | 1.01 | +0.49 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.56 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.22 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.79 | 1.79 | +1.00 |
Martin ratioReturn relative to average drawdown | 10.49 | 6.87 | +3.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTCVX | FCNTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.51 | 1.01 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.69 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.82 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.76 | +0.15 |
Correlation
The correlation between FTCVX and FCNTX is 0.83, 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
FTCVX vs. FCNTX - Dividend Comparison
FTCVX's dividend yield for the trailing twelve months is around 10.76%, more than FCNTX's 4.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTCVX Fidelity Advisor Convertible Securities Fund Class M | 10.76% | 10.89% | 1.66% | 3.03% | 3.18% | 20.07% | 10.32% | 2.74% | 9.06% | 3.78% | 4.32% | 9.73% |
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
FTCVX vs. FCNTX - Drawdown Comparison
The maximum FTCVX drawdown since its inception was -25.10%, smaller than the maximum FCNTX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for FTCVX and FCNTX.
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Drawdown Indicators
| FTCVX | FCNTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.10% | -49.19% | +24.09% |
Max Drawdown (1Y)Largest decline over 1 year | -7.76% | -11.30% | +3.54% |
Max Drawdown (5Y)Largest decline over 5 years | -24.45% | -32.59% | +8.14% |
Max Drawdown (10Y)Largest decline over 10 years | -25.10% | -32.59% | +7.49% |
Current DrawdownCurrent decline from peak | -6.82% | -8.18% | +1.36% |
Average DrawdownAverage peak-to-trough decline | -5.90% | -8.18% | +2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 2.95% | -0.89% |
Volatility
FTCVX vs. FCNTX - Volatility Comparison
Fidelity Advisor Convertible Securities Fund Class M (FTCVX) and Fidelity Contrafund Fund (FCNTX) have volatilities of 6.33% and 6.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTCVX | FCNTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 6.51% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.09% | 11.12% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.66% | 19.95% | -4.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.38% | 19.19% | -5.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.51% | 19.64% | -6.13% |