OSSIX vs. FCNTX
Compare and contrast key facts about Invesco Main Street Small Cap Fund (OSSIX) and Fidelity Contrafund Fund (FCNTX).
OSSIX is managed by Invesco. It was launched on May 17, 2013. 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: OSSIX or FCNTX.
Correlation
The correlation between OSSIX and FCNTX is 0.75, 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
OSSIX vs. FCNTX - Performance Comparison
Key characteristics
OSSIX:
0.67
FCNTX:
1.68
OSSIX:
1.03
FCNTX:
2.25
OSSIX:
1.13
FCNTX:
1.30
OSSIX:
0.93
FCNTX:
2.48
OSSIX:
2.38
FCNTX:
8.64
OSSIX:
5.29%
FCNTX:
3.13%
OSSIX:
18.72%
FCNTX:
16.10%
OSSIX:
-46.15%
FCNTX:
-48.74%
OSSIX:
-10.31%
FCNTX:
-0.38%
Returns By Period
In the year-to-date period, OSSIX achieves a 3.22% return, which is significantly lower than FCNTX's 7.37% return. Over the past 10 years, OSSIX has underperformed FCNTX with an annualized return of 6.26%, while FCNTX has yielded a comparatively higher 13.92% annualized return.
OSSIX
3.22%
-0.82%
1.20%
8.87%
7.69%
6.26%
FCNTX
7.37%
4.39%
9.67%
25.31%
15.59%
13.92%
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OSSIX vs. FCNTX - Expense Ratio Comparison
OSSIX has a 0.68% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
OSSIX vs. FCNTX — Risk-Adjusted Performance Rank
OSSIX
FCNTX
OSSIX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Main Street Small Cap Fund (OSSIX) 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.
Dividends
OSSIX vs. FCNTX - Dividend Comparison
OSSIX's dividend yield for the trailing twelve months is around 0.25%, more than FCNTX's 0.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OSSIX Invesco Main Street Small Cap Fund | 0.25% | 0.26% | 0.64% | 0.61% | 0.08% | 0.45% | 0.00% | 0.46% | 0.62% | 0.57% | 0.76% | 0.16% |
FCNTX Fidelity Contrafund Fund | 0.06% | 0.08% | 0.48% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 5.54% | 0.30% | 0.31% | 7.55% |
Drawdowns
OSSIX vs. FCNTX - Drawdown Comparison
The maximum OSSIX drawdown since its inception was -46.15%, smaller than the maximum FCNTX drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for OSSIX and FCNTX. For additional features, visit the drawdowns tool.
Volatility
OSSIX vs. FCNTX - Volatility Comparison
The current volatility for Invesco Main Street Small Cap Fund (OSSIX) is 3.73%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 4.30%. This indicates that OSSIX 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.