Correlation
The correlation between HULIX and FCNTX is 0.89, 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.
HULIX vs. FCNTX
Compare and contrast key facts about Huber Select Large Cap Value Fund (HULIX) and Fidelity Contrafund Fund (FCNTX).
HULIX is managed by Huber Funds. It was launched on Jun 29, 2007. 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: HULIX or FCNTX.
Performance
HULIX vs. FCNTX - Performance Comparison
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Key characteristics
HULIX:
0.29
FCNTX:
0.85
HULIX:
0.46
FCNTX:
1.20
HULIX:
1.06
FCNTX:
1.17
HULIX:
0.26
FCNTX:
0.86
HULIX:
0.91
FCNTX:
2.91
HULIX:
4.86%
FCNTX:
5.85%
HULIX:
18.15%
FCNTX:
22.18%
HULIX:
-72.82%
FCNTX:
-49.03%
HULIX:
-5.81%
FCNTX:
-3.23%
Returns By Period
In the year-to-date period, HULIX achieves a -1.25% return, which is significantly lower than FCNTX's 4.71% return. Over the past 10 years, HULIX has underperformed FCNTX with an annualized return of 9.90%, while FCNTX has yielded a comparatively higher 15.30% annualized return.
HULIX
-1.25%
2.24%
-5.51%
3.54%
10.23%
15.54%
9.90%
FCNTX
4.71%
6.90%
3.75%
18.39%
21.80%
17.66%
15.30%
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HULIX vs. FCNTX - Expense Ratio Comparison
HULIX has a 1.39% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
HULIX vs. FCNTX — Risk-Adjusted Performance Rank
HULIX
FCNTX
HULIX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Huber Select Large Cap Value Fund (HULIX) 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.
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Dividends
HULIX vs. FCNTX - Dividend Comparison
HULIX's dividend yield for the trailing twelve months is around 0.94%, less than FCNTX's 4.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HULIX Huber Select Large Cap Value Fund | 0.94% | 0.93% | 0.74% | 0.65% | 0.30% | 1.72% | 0.73% | 1.37% | 0.64% | 1.26% | 1.00% | 1.47% |
FCNTX Fidelity Contrafund Fund | 4.77% | 4.19% | 4.26% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 6.08% | 3.81% | 5.33% | 7.29% |
Drawdowns
HULIX vs. FCNTX - Drawdown Comparison
The maximum HULIX drawdown since its inception was -72.82%, which is greater than FCNTX's maximum drawdown of -49.03%. Use the drawdown chart below to compare losses from any high point for HULIX and FCNTX.
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Volatility
HULIX vs. FCNTX - Volatility Comparison
The current volatility for Huber Select Large Cap Value Fund (HULIX) is 4.29%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 5.14%. This indicates that HULIX 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.
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