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.
Key characteristics
| MPGFX | FCNKX | |
|---|---|---|
| YTD Return | 16.89% | 27.60% |
| 1Y Return | 28.22% | 38.30% |
| 3Y Return (Ann) | 8.01% | 10.29% |
| 5Y Return (Ann) | 13.95% | 18.27% |
| 10Y Return (Ann) | 11.46% | 14.47% |
| Sharpe Ratio | 2.07 | 2.37 |
| Daily Std Dev | 12.92% | 15.69% |
| Max Drawdown | -60.43% | -46.44% |
| Current Drawdown | -2.09% | -2.19% |
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.
Performance
MPGFX vs. FCNKX - Performance Comparison
In the year-to-date period, MPGFX achieves a 16.89% return, which is significantly lower than FCNKX's 27.60% return. Over the past 10 years, MPGFX has underperformed FCNKX with an annualized return of 11.46%, while FCNKX has yielded a comparatively higher 14.47% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
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 2.12%, less than FCNKX's 2.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPGFX Mairs & Power Growth Fund | 2.12% | 2.34% | 8.80% | 8.13% | 8.81% | 7.39% | 8.76% | 9.47% | 5.84% | 7.92% | 3.37% | 2.40% |
FCNKX Fidelity Contrafund Fund | 2.59% | 4.31% | 13.69% | 10.77% | 8.00% | 4.15% | 9.14% | 6.26% | 3.92% | 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
The current volatility for Mairs & Power Growth Fund (MPGFX) is 3.99%, while Fidelity Contrafund Fund (FCNKX) has a volatility of 4.83%. This indicates that MPGFX experiences smaller price fluctuations and is considered to be less risky than FCNKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.