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

Correlation

The correlation between GWPCX and FLCNX is 0.93, 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

GWPCX vs. FLCNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Growth Portfolio Class C (GWPCX) and Fidelity Contrafund K6 (FLCNX). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%200.00%250.00%December2025FebruaryMarchAprilMay
47.00%
214.29%
GWPCX
FLCNX

Key characteristics

Sharpe Ratio

GWPCX:

0.14

FLCNX:

0.63

Sortino Ratio

GWPCX:

0.33

FLCNX:

1.03

Omega Ratio

GWPCX:

1.05

FLCNX:

1.15

Calmar Ratio

GWPCX:

0.12

FLCNX:

0.72

Martin Ratio

GWPCX:

0.40

FLCNX:

2.47

Ulcer Index

GWPCX:

7.16%

FLCNX:

5.85%

Daily Std Dev

GWPCX:

20.76%

FLCNX:

22.30%

Max Drawdown

GWPCX:

-39.29%

FLCNX:

-32.55%

Current Drawdown

GWPCX:

-13.15%

FLCNX:

-8.19%

Returns By Period

In the year-to-date period, GWPCX achieves a -1.64% return, which is significantly lower than FLCNX's -0.90% return.


GWPCX

YTD

-1.64%

1M

15.75%

6M

-8.58%

1Y

2.83%

5Y*

6.73%

10Y*

4.39%

FLCNX

YTD

-0.90%

1M

14.96%

6M

-2.40%

1Y

14.03%

5Y*

16.69%

10Y*

N/A

*Annualized

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Fidelity Contrafund K6

GWPCX vs. FLCNX - Expense Ratio Comparison

GWPCX has a 1.49% expense ratio, which is higher than FLCNX's 0.45% expense ratio.


Risk-Adjusted Performance

GWPCX vs. FLCNX — Risk-Adjusted Performance Rank

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

GWPCX
The Risk-Adjusted Performance Rank of GWPCX is 2929
Overall Rank
The Sharpe Ratio Rank of GWPCX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of GWPCX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of GWPCX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of GWPCX is 3030
Calmar Ratio Rank
The Martin Ratio Rank of GWPCX is 2929
Martin Ratio Rank

FLCNX
The Risk-Adjusted Performance Rank of FLCNX is 6767
Overall Rank
The Sharpe Ratio Rank of FLCNX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of FLCNX is 6565
Sortino Ratio Rank
The Omega Ratio Rank of FLCNX is 6666
Omega Ratio Rank
The Calmar Ratio Rank of FLCNX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of FLCNX is 6565
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.

GWPCX vs. FLCNX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) 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.


The current GWPCX Sharpe Ratio is 0.14, which is lower than the FLCNX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of GWPCX 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 Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.14
0.63
GWPCX
FLCNX

Dividends

GWPCX vs. FLCNX - Dividend Comparison

GWPCX has not paid dividends to shareholders, while FLCNX's dividend yield for the trailing twelve months is around 0.28%.


TTM20242023202220212020201920182017201620152014
GWPCX
American Funds Growth Portfolio Class C
0.00%0.00%0.01%0.00%0.00%0.00%0.53%0.19%0.01%0.27%0.10%2.77%
FLCNX
Fidelity Contrafund K6
0.28%0.36%0.49%0.62%0.20%0.21%0.30%0.33%0.15%0.00%0.00%0.00%

Drawdowns

GWPCX vs. FLCNX - Drawdown Comparison

The maximum GWPCX drawdown since its inception was -39.29%, which is greater than FLCNX's maximum drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for GWPCX and FLCNX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-13.15%
-8.19%
GWPCX
FLCNX

Volatility

GWPCX vs. FLCNX - Volatility Comparison

The current volatility for American Funds Growth Portfolio Class C (GWPCX) is 10.53%, while Fidelity Contrafund K6 (FLCNX) has a volatility of 12.08%. This indicates that GWPCX 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
10.53%
12.08%
GWPCX
FLCNX