MGRIX vs. FCNTX

In the year-to-date period, MGRIX achieves a -0.35% return, which is significantly lower than FCNTX's 3.00% return. Over the past 10 years, MGRIX has outperformed FCNTX with an annualized return of 14.06%, while FCNTX has yielded a comparatively lower 13.28% annualized return.

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MGRIX has a 1.34% expense ratio, which is higher than FCNTX's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Marsico Growth Fund (MGRIX) 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.

The current MGRIX Sharpe Ratio is 0.76, which is comparable to the FCNTX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of MGRIX and FCNTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MGRIX has not paid dividends to shareholders, while FCNTX's dividend yield for the trailing twelve months is around 4.82%.

The maximum MGRIX drawdown since its inception was -57.57%, which is greater than FCNTX's maximum drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for MGRIX and FCNTX. For additional features, visit the drawdowns tool.

The current volatility for Marsico Growth Fund (MGRIX) is 6.63%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 7.03%. This indicates that MGRIX 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.