GSRAX vs. FLCNX
Compare and contrast key facts about Goldman Sachs Rising Dividend Growth Fund (GSRAX) and Fidelity Contrafund K6 (FLCNX).
GSRAX is managed by Goldman Sachs. It was launched on Mar 23, 2004. FLCNX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSRAX or FLCNX.
Correlation
The correlation between GSRAX and FLCNX is 0.78, 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.
Performance
GSRAX vs. FLCNX - Performance Comparison
Key characteristics
GSRAX:
0.20
FLCNX:
1.98
GSRAX:
0.34
FLCNX:
2.65
GSRAX:
1.06
FLCNX:
1.36
GSRAX:
0.08
FLCNX:
2.88
GSRAX:
0.56
FLCNX:
11.96
GSRAX:
5.83%
FLCNX:
2.64%
GSRAX:
16.43%
FLCNX:
15.93%
GSRAX:
-69.65%
FLCNX:
-32.07%
GSRAX:
-39.90%
FLCNX:
-0.81%
Returns By Period
In the year-to-date period, GSRAX achieves a 3.77% return, which is significantly lower than FLCNX's 6.24% return.
GSRAX
3.77%
2.76%
-4.34%
2.56%
4.37%
-3.72%
FLCNX
6.24%
4.26%
18.44%
29.54%
17.34%
N/A
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GSRAX vs. FLCNX - Expense Ratio Comparison
GSRAX has a 1.03% expense ratio, which is higher than FLCNX's 0.45% expense ratio.
Risk-Adjusted Performance
GSRAX vs. FLCNX — Risk-Adjusted Performance Rank
GSRAX
FLCNX
GSRAX vs. FLCNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Rising Dividend Growth Fund (GSRAX) 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.
Dividends
GSRAX vs. FLCNX - Dividend Comparison
GSRAX's dividend yield for the trailing twelve months is around 1.65%, more than FLCNX's 0.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSRAX Goldman Sachs Rising Dividend Growth Fund | 1.65% | 1.71% | 3.60% | 2.38% | 2.60% | 4.01% | 2.72% | 4.25% | 2.87% | 1.41% | 0.92% | 0.63% |
FLCNX Fidelity Contrafund K6 | 0.34% | 0.36% | 0.49% | 0.62% | 0.20% | 0.21% | 0.30% | 0.33% | 0.15% | 0.00% | 0.00% | 0.00% |
Drawdowns
GSRAX vs. FLCNX - Drawdown Comparison
The maximum GSRAX drawdown since its inception was -69.65%, which is greater than FLCNX's maximum drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for GSRAX and FLCNX. For additional features, visit the drawdowns tool.
Volatility
GSRAX vs. FLCNX - Volatility Comparison
The current volatility for Goldman Sachs Rising Dividend Growth Fund (GSRAX) is 3.53%, while Fidelity Contrafund K6 (FLCNX) has a volatility of 5.03%. This indicates that GSRAX experiences smaller price fluctuations and is considered to be less risky than FLCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.