MPGFX vs. FCNKX
Compare and contrast key facts about Mairs & Power Growth Fund (MPGFX) and Fidelity Contrafund Fund (FCNKX).
MPGFX is managed by Mairs & Power. It was launched on Nov 7, 1958. FCNKX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPGFX or FCNKX.
Performance
MPGFX vs. FCNKX - Performance Comparison
Returns By Period
In the year-to-date period, MPGFX achieves a 23.52% return, which is significantly lower than FCNKX's 35.65% return. Over the past 10 years, MPGFX has outperformed FCNKX with an annualized return of 11.71%, while FCNKX has yielded a comparatively lower 8.82% annualized return.
MPGFX
23.52%
2.81%
10.48%
30.98%
14.25%
11.71%
FCNKX
35.65%
2.19%
11.97%
36.57%
10.56%
8.82%
Key characteristics
| MPGFX | FCNKX | |
|---|---|---|
| Sharpe Ratio | 2.48 | 2.34 |
| Sortino Ratio | 3.35 | 3.17 |
| Omega Ratio | 1.46 | 1.44 |
| Calmar Ratio | 3.44 | 1.54 |
| Martin Ratio | 14.02 | 14.49 |
| Ulcer Index | 2.21% | 2.52% |
| Daily Std Dev | 12.51% | 15.61% |
| Max Drawdown | -60.43% | -46.44% |
| Current Drawdown | -0.93% | -1.53% |
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MPGFX vs. FCNKX - Expense Ratio Comparison
MPGFX has a 0.61% expense ratio, which is lower than FCNKX's 0.74% expense ratio.
Correlation
The correlation between MPGFX and FCNKX is 0.87, 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.
Risk-Adjusted Performance
MPGFX vs. FCNKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Mairs & Power Growth Fund (MPGFX) and Fidelity Contrafund Fund (FCNKX). 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.
Dividends
MPGFX vs. FCNKX - Dividend Comparison
MPGFX's dividend yield for the trailing twelve months is around 0.78%, more than FCNKX's 0.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 0.78% | 0.83% | 0.86% | 0.56% | 1.07% | 1.24% | 1.50% | 1.37% | 1.42% | 1.60% | 1.32% | 1.11% |
FCNKX Fidelity Contrafund Fund | 0.47% | 0.54% | 2.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.18% | 0.40% | 0.41% | 7.77% | 8.11% |
Drawdowns
MPGFX vs. FCNKX - Drawdown Comparison
The maximum MPGFX drawdown since its inception was -60.43%, which is greater than FCNKX's maximum drawdown of -46.44%. Use the drawdown chart below to compare losses from any high point for MPGFX and FCNKX. For additional features, visit the drawdowns tool.
Volatility
MPGFX vs. FCNKX - Volatility Comparison
Mairs & Power Growth Fund (MPGFX) and Fidelity Contrafund Fund (FCNKX) have volatilities of 4.56% and 4.79%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.