PKSFX vs. FLCNX
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and Fidelity Contrafund K6 (FLCNX).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. FLCNX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PKSFX or FLCNX.
Performance
PKSFX vs. FLCNX - Performance Comparison
Returns By Period
In the year-to-date period, PKSFX achieves a 22.17% return, which is significantly lower than FLCNX's 35.58% return.
PKSFX
22.17%
8.48%
16.16%
27.53%
9.02%
9.43%
FLCNX
35.58%
2.16%
11.82%
40.19%
18.24%
N/A
Key characteristics
| PKSFX | FLCNX | |
|---|---|---|
| Sharpe Ratio | 1.66 | 2.62 |
| Sortino Ratio | 2.34 | 3.50 |
| Omega Ratio | 1.29 | 1.49 |
| Calmar Ratio | 2.56 | 3.67 |
| Martin Ratio | 7.49 | 16.06 |
| Ulcer Index | 3.68% | 2.50% |
| Daily Std Dev | 16.59% | 15.35% |
| Max Drawdown | -66.37% | -32.07% |
| Current Drawdown | -0.19% | -1.51% |
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PKSFX vs. FLCNX - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is higher than FLCNX's 0.45% expense ratio.
Correlation
The correlation between PKSFX and FLCNX is 0.73, 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
PKSFX vs. FLCNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) and Fidelity Contrafund K6 (FLCNX). 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
PKSFX vs. FLCNX - Dividend Comparison
PKSFX's dividend yield for the trailing twelve months is around 0.42%, more than FLCNX's 0.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | 0.42% | 0.52% | 0.27% | 0.13% | 0.13% | 0.01% | 0.14% | 0.00% | 0.00% | 0.62% | 0.00% | 0.16% |
FLCNX Fidelity Contrafund K6 | 0.39% | 0.49% | 0.62% | 0.20% | 0.21% | 0.30% | 0.33% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PKSFX vs. FLCNX - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -66.37%, which is greater than FLCNX's maximum drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for PKSFX and FLCNX. For additional features, visit the drawdowns tool.
Volatility
PKSFX vs. FLCNX - Volatility Comparison
Virtus KAR Small-Cap Core Fund (PKSFX) has a higher volatility of 6.09% compared to Fidelity Contrafund K6 (FLCNX) at 4.86%. This indicates that PKSFX's price experiences larger fluctuations and is considered to be riskier than FLCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.