Correlation
The correlation between IRVIX and FCNTX is 0.91, 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.
IRVIX vs. FCNTX
Compare and contrast key facts about Voya Russell Large Cap Value Index Portfolio (IRVIX) and Fidelity Contrafund Fund (FCNTX).
IRVIX is managed by Voya. It was launched on May 1, 2009. 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: IRVIX or FCNTX.
Performance
IRVIX vs. FCNTX - Performance Comparison
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Key characteristics
IRVIX:
-0.39
FCNTX:
0.85
IRVIX:
-0.33
FCNTX:
1.20
IRVIX:
0.92
FCNTX:
1.17
IRVIX:
-0.43
FCNTX:
0.86
IRVIX:
-1.49
FCNTX:
2.91
IRVIX:
7.24%
FCNTX:
5.85%
IRVIX:
25.94%
FCNTX:
22.18%
IRVIX:
-35.67%
FCNTX:
-49.03%
IRVIX:
-22.49%
FCNTX:
-3.23%
Returns By Period
In the year-to-date period, IRVIX achieves a -16.76% return, which is significantly lower than FCNTX's 4.71% return. Over the past 10 years, IRVIX has underperformed FCNTX with an annualized return of 4.79%, while FCNTX has yielded a comparatively higher 15.30% annualized return.
IRVIX
-16.76%
-17.26%
-22.12%
-11.63%
0.70%
7.33%
4.79%
FCNTX
4.71%
6.90%
3.75%
18.39%
21.80%
17.66%
15.30%
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IRVIX vs. FCNTX - Expense Ratio Comparison
IRVIX has a 0.35% expense ratio, which is lower than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
IRVIX vs. FCNTX — Risk-Adjusted Performance Rank
IRVIX
FCNTX
IRVIX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Large Cap Value Index Portfolio (IRVIX) 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
IRVIX vs. FCNTX - Dividend Comparison
IRVIX's dividend yield for the trailing twelve months is around 33.94%, more than FCNTX's 4.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRVIX Voya Russell Large Cap Value Index Portfolio | 33.94% | 3.60% | 2.01% | 1.36% | 1.94% | 3.78% | 5.91% | 6.32% | 1.94% | 2.90% | 3.11% | 2.85% |
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
IRVIX vs. FCNTX - Drawdown Comparison
The maximum IRVIX drawdown since its inception was -35.67%, smaller than the maximum FCNTX drawdown of -49.03%. Use the drawdown chart below to compare losses from any high point for IRVIX and FCNTX.
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Volatility
IRVIX vs. FCNTX - Volatility Comparison
Voya Russell Large Cap Value Index Portfolio (IRVIX) has a higher volatility of 23.56% compared to Fidelity Contrafund Fund (FCNTX) at 5.14%. This indicates that IRVIX's price experiences larger fluctuations and is considered to be riskier than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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