FXAIX vs. FCNTX
Compare and contrast key facts about Fidelity 500 Index Fund (FXAIX) and Fidelity Contrafund Fund (FCNTX).
FXAIX is managed by Fidelity. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXAIX or FCNTX.
Performance
FXAIX vs. FCNTX - Performance Comparison
Returns By Period
In the year-to-date period, FXAIX achieves a 25.57% return, which is significantly lower than FCNTX's 35.27% return. Over the past 10 years, FXAIX has outperformed FCNTX with an annualized return of 13.04%, while FCNTX has yielded a comparatively lower 8.75% annualized return.
FXAIX
25.57%
1.18%
12.23%
32.20%
15.59%
13.04%
FCNTX
35.27%
0.55%
12.80%
36.86%
10.41%
8.75%
Key characteristics
| FXAIX | FCNTX | |
|---|---|---|
| Sharpe Ratio | 2.61 | 2.33 |
| Sortino Ratio | 3.49 | 3.16 |
| Omega Ratio | 1.49 | 1.44 |
| Calmar Ratio | 3.78 | 0.39 |
| Martin Ratio | 17.01 | 14.48 |
| Ulcer Index | 1.88% | 2.51% |
| Daily Std Dev | 12.24% | 15.58% |
| Max Drawdown | -33.79% | -99.90% |
| Current Drawdown | -1.35% | -90.61% |
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FXAIX vs. FCNTX - Expense Ratio Comparison
FXAIX has a 0.02% expense ratio, which is lower than FCNTX's 0.39% expense ratio.
Correlation
The correlation between FXAIX and FCNTX is 0.92, 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
FXAIX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) 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.
Dividends
FXAIX vs. FCNTX - Dividend Comparison
FXAIX's dividend yield for the trailing twelve months is around 1.23%, more than FCNTX's 0.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 1.23% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
FCNTX Fidelity Contrafund Fund | 0.37% | 0.48% | 2.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.30% | 0.31% | 7.55% | 7.89% |
Drawdowns
FXAIX vs. FCNTX - Drawdown Comparison
The maximum FXAIX drawdown since its inception was -33.79%, smaller than the maximum FCNTX drawdown of -99.90%. Use the drawdown chart below to compare losses from any high point for FXAIX and FCNTX. For additional features, visit the drawdowns tool.
Volatility
FXAIX vs. FCNTX - Volatility Comparison
The current volatility for Fidelity 500 Index Fund (FXAIX) is 4.06%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 4.99%. This indicates that FXAIX experiences smaller price fluctuations and is considered to be less risky than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.