PBFDX vs. FCNTX
Compare and contrast key facts about Payson Total Return Fund (PBFDX) and Fidelity Contrafund Fund (FCNTX).
PBFDX is managed by Payson Funds. It was launched on Nov 25, 1991. 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: PBFDX or FCNTX.
Correlation
The correlation between PBFDX and FCNTX is 0.85, 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
PBFDX vs. FCNTX - Performance Comparison
Key characteristics
PBFDX:
0.13
FCNTX:
1.11
PBFDX:
0.28
FCNTX:
1.55
PBFDX:
1.04
FCNTX:
1.21
PBFDX:
0.20
FCNTX:
1.63
PBFDX:
0.49
FCNTX:
5.62
PBFDX:
4.58%
FCNTX:
3.16%
PBFDX:
16.81%
FCNTX:
15.95%
PBFDX:
-56.40%
FCNTX:
-48.74%
PBFDX:
-10.18%
FCNTX:
-4.92%
Returns By Period
In the year-to-date period, PBFDX achieves a 0.44% return, which is significantly lower than FCNTX's 2.89% return. Over the past 10 years, PBFDX has underperformed FCNTX with an annualized return of 8.25%, while FCNTX has yielded a comparatively higher 13.40% annualized return.
PBFDX
0.44%
-3.93%
-4.29%
2.39%
9.75%
8.25%
FCNTX
2.89%
-3.01%
5.05%
18.11%
17.58%
13.40%
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PBFDX vs. FCNTX - Expense Ratio Comparison
PBFDX has a 0.82% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
PBFDX vs. FCNTX — Risk-Adjusted Performance Rank
PBFDX
FCNTX
PBFDX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Payson Total Return Fund (PBFDX) 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
PBFDX vs. FCNTX - Dividend Comparison
PBFDX's dividend yield for the trailing twelve months is around 0.37%, less than FCNTX's 0.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBFDX Payson Total Return Fund | 0.37% | 0.37% | 0.76% | 1.05% | 0.47% | 0.69% | 0.61% | 0.67% | 0.82% | 1.44% | 1.14% | 2.44% |
FCNTX Fidelity Contrafund Fund | 0.88% | 0.08% | 0.48% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 5.54% | 0.30% | 0.31% | 7.55% |
Drawdowns
PBFDX vs. FCNTX - Drawdown Comparison
The maximum PBFDX drawdown since its inception was -56.40%, which is greater than FCNTX's maximum drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for PBFDX and FCNTX. For additional features, visit the drawdowns tool.
Volatility
PBFDX vs. FCNTX - Volatility Comparison
Payson Total Return Fund (PBFDX) and Fidelity Contrafund Fund (FCNTX) have volatilities of 4.39% and 4.41%, 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.