IIFIX vs. FCNTX
Compare and contrast key facts about Voya Balanced Income Portfolio (IIFIX) and Fidelity Contrafund Fund (FCNTX).
IIFIX is managed by Voya. It was launched on Apr 27, 2006. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Performance
IIFIX vs. FCNTX - Performance Comparison
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IIFIX vs. FCNTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IIFIX Voya Balanced Income Portfolio | -2.44% | 4.26% | 13.11% | 11.70% | -13.81% | 9.40% | 3.32% | 18.76% | -4.78% | 10.58% |
FCNTX Fidelity Contrafund Fund | -8.57% | 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, IIFIX achieves a -2.44% return, which is significantly higher than FCNTX's -8.57% return. Over the past 10 years, IIFIX has underperformed FCNTX with an annualized return of 5.92%, while FCNTX has yielded a comparatively higher 15.63% annualized return.
IIFIX
- 1D
- 0.20%
- 1M
- -4.56%
- YTD
- -2.44%
- 6M
- -0.91%
- 1Y
- 0.73%
- 3Y*
- 7.63%
- 5Y*
- 3.42%
- 10Y*
- 5.92%
FCNTX
- 1D
- -0.22%
- 1M
- -9.40%
- YTD
- -8.57%
- 6M
- -6.17%
- 1Y
- 16.04%
- 3Y*
- 23.48%
- 5Y*
- 12.82%
- 10Y*
- 15.63%
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IIFIX vs. FCNTX - Expense Ratio Comparison
IIFIX has a 0.60% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Return for Risk
IIFIX vs. FCNTX — Risk / Return Rank
IIFIX
FCNTX
IIFIX vs. FCNTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Balanced Income Portfolio (IIFIX) 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.
| IIFIX | FCNTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.07 | 0.83 | -0.76 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.30 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.18 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.13 | 1.17 | -1.30 |
Martin ratioReturn relative to average drawdown | -0.24 | 4.57 | -4.81 |
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
| IIFIX | FCNTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | 0.83 | -0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.67 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.80 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.76 | -0.14 |
Correlation
The correlation between IIFIX and FCNTX is 0.76, 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
IIFIX vs. FCNTX - Dividend Comparison
IIFIX's dividend yield for the trailing twelve months is around 5.84%, more than FCNTX's 5.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIFIX Voya Balanced Income Portfolio | 5.84% | 2.61% | 1.40% | 2.98% | 12.50% | 2.56% | 11.06% | 11.05% | 6.00% | 4.66% | 6.56% | 5.50% |
FCNTX Fidelity Contrafund Fund | 5.10% | 5.21% | 4.19% | 3.78% | 11.87% | 10.80% | 8.01% | 4.16% | 7.46% | 6.08% | 3.81% | 5.33% |
Drawdowns
IIFIX vs. FCNTX - Drawdown Comparison
The maximum IIFIX drawdown since its inception was -40.61%, smaller than the maximum FCNTX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for IIFIX and FCNTX.
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Drawdown Indicators
| IIFIX | FCNTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.61% | -49.19% | +8.58% |
Max Drawdown (1Y)Largest decline over 1 year | -7.04% | -11.30% | +4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -17.36% | -32.59% | +15.23% |
Max Drawdown (10Y)Largest decline over 10 years | -22.59% | -32.59% | +10.00% |
Current DrawdownCurrent decline from peak | -6.85% | -11.30% | +4.45% |
Average DrawdownAverage peak-to-trough decline | -5.03% | -8.18% | +3.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 2.90% | +0.84% |
Volatility
IIFIX vs. FCNTX - Volatility Comparison
The current volatility for Voya Balanced Income Portfolio (IIFIX) is 2.55%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 5.19%. This indicates that IIFIX 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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Volatility by Period
| IIFIX | FCNTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.55% | 5.19% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 4.23% | 10.56% | -6.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.59% | 19.69% | -9.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.09% | 19.13% | -11.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.26% | 19.61% | -11.35% |