LGRRX vs. FCNTX
LGRRX (Loomis Sayles Growth Fund) and FCNTX (Fidelity Contrafund) are both Large Cap Growth Equities funds. Over the past 10 years, LGRRX returned 14.79%/yr vs 16.85%/yr for FCNTX. Their correlation of 0.90 means they have usually moved in the same direction. LGRRX charges 0.92%/yr vs 0.39%/yr for FCNTX.
Performance
LGRRX vs. FCNTX - Performance Comparison
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Returns By Period
In the year-to-date period, LGRRX achieves a -6.55% return, which is significantly lower than FCNTX's 5.62% return. Over the past 10 years, LGRRX has underperformed FCNTX with an annualized return of 14.79%, while FCNTX has yielded a comparatively higher 16.85% annualized return.
LGRRX
- 1D
- 0.95%
- 1M
- -2.48%
- 6M
- -5.97%
- YTD
- -6.55%
- 1Y
- -1.92%
- 3Y*
- 14.49%
- 5Y*
- 9.73%
- 10Y*
- 14.79%
- ALL TIME*
- 7.90%
FCNTX
- 1D
- 0.95%
- 1M
- -3.83%
- 6M
- 3.61%
- YTD
- 5.62%
- 1Y
- 13.75%
- 3Y*
- 22.98%
- 5Y*
- 13.11%
- 10Y*
- 16.85%
- ALL TIME*
- 13.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
FCNTX Fidelity Contrafund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
LGRRX vs. FCNTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | -6.55% | 13.76% | 34.82% | 50.89% | -28.03% | 18.40% | 31.40% | 31.41% | -2.80% | 32.29% |
FCNTX Fidelity Contrafund | 5.62% | 21.76% | 36.00% | 38.67% | -28.31% | 24.52% | 32.48% | 30.00% | -3.81% | 32.18% |
Correlation
The correlation between LGRRX and FCNTX is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.83 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1996 | 0.90 |
Over the past year, the correlation between LGRRX and FCNTX has dropped to 0.68 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.
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Return for Risk
LGRRX vs. FCNTX — Risk / Return Rank
LGRRX
FCNTX
LGRRX vs. FCNTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LGRRX) and Fidelity Contrafund (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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LGRRX | FCNTX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -1.35 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.16 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.19 | -1.33 |
| Martin ratioReturn relative to average drawdown | -0.36 | 4.65 | -5.00 |
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Drawdowns
LGRRX vs. FCNTX - Drawdown Comparison
The maximum LGRRX drawdown since its inception was -64.70%, which is greater than FCNTX's maximum drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for LGRRX and FCNTX.
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Drawdown Indicators
| LGRRX | FCNTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.70% | -49.19% | -15.51% |
Max Drawdown (1Y)Largest decline over 1 year | -17.93% | -11.30% | -6.63% |
Max Drawdown (3Y)Largest decline over 3 years | -27.84% | -19.75% | -8.09% |
Max Drawdown (5Y)Largest decline over 5 years | -34.85% | -32.59% | -2.26% |
Max Drawdown (10Y)Largest decline over 10 years | -34.85% | -32.59% | -2.26% |
Current DrawdownCurrent decline from peak | -9.70% | -5.29% | -4.41% |
Average DrawdownAverage peak-to-trough decline | -21.16% | -8.14% | -13.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.41% | 2.89% | +3.52% |
Volatility
LGRRX vs. FCNTX - Volatility Comparison
Loomis Sayles Growth Fund (LGRRX) has a higher volatility of 5.35% compared to Fidelity Contrafund (FCNTX) at 3.84%. This indicates that LGRRX'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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Volatility by Period
| LGRRX | FCNTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 3.84% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 13.83% | 12.26% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 15.46% | +2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.12% | 19.37% | +3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 19.73% | +1.37% |
LGRRX vs. FCNTX - Expense Ratio Comparison
LGRRX has a 0.92% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Dividends
LGRRX vs. FCNTX - Dividend Comparison
LGRRX's dividend yield for the trailing twelve months is around 2.68%, less than FCNTX's 4.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNTX Fidelity Contrafund | 4.42% | 5.21% | 4.19% | 3.78% | 11.87% | 10.80% | 8.01% | 4.16% | 7.46% | 6.08% | 3.81% | 5.33% |
LGRRX Loomis Sayles Growth Fund | 2.68% | 2.50% | 6.30% | 6.70% | 18.14% | 5.13% | 4.60% | 2.68% | 5.92% | 2.33% | 1.38% | 0.42% |
Frequently Asked Questions
LGRRX and FCNTX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LGRRX has higher volatility (5.35%) compared to FCNTX (3.84%). In terms of maximum drawdown, LGRRX dropped -64.70% vs FCNTX's -49.19%.
FCNTX currently has the higher Sharpe Ratio (0.87 vs -0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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