RPFGX vs. FLCNX
Compare and contrast key facts about Davis Financial Fund (RPFGX) and Fidelity Contrafund K6 (FLCNX).
RPFGX is managed by Blackrock. It was launched on May 1, 1991. 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: RPFGX or FLCNX.
Correlation
The correlation between RPFGX and FLCNX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RPFGX vs. FLCNX - Performance Comparison
Key characteristics
RPFGX:
2.25
FLCNX:
2.06
RPFGX:
3.19
FLCNX:
2.75
RPFGX:
1.41
FLCNX:
1.37
RPFGX:
3.32
FLCNX:
2.98
RPFGX:
11.16
FLCNX:
12.38
RPFGX:
3.24%
FLCNX:
2.64%
RPFGX:
16.06%
FLCNX:
15.84%
RPFGX:
-72.81%
FLCNX:
-32.55%
RPFGX:
-1.53%
FLCNX:
0.00%
Returns By Period
In the year-to-date period, RPFGX achieves a 7.56% return, which is significantly lower than FLCNX's 7.94% return.
RPFGX
7.56%
3.81%
16.47%
31.92%
8.45%
6.86%
FLCNX
7.94%
5.53%
15.35%
30.05%
17.00%
N/A
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RPFGX vs. FLCNX - Expense Ratio Comparison
RPFGX has a 0.94% expense ratio, which is higher than FLCNX's 0.45% expense ratio.
Risk-Adjusted Performance
RPFGX vs. FLCNX — Risk-Adjusted Performance Rank
RPFGX
FLCNX
RPFGX vs. FLCNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Davis Financial Fund (RPFGX) 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
RPFGX vs. FLCNX - Dividend Comparison
RPFGX's dividend yield for the trailing twelve months is around 1.46%, more than FLCNX's 0.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPFGX Davis Financial Fund | 1.46% | 1.58% | 1.97% | 1.69% | 1.18% | 1.32% | 1.37% | 1.20% | 0.32% | 0.65% | 0.48% | 0.71% |
FLCNX Fidelity Contrafund K6 | 0.25% | 0.36% | 0.49% | 0.62% | 0.20% | 0.21% | 0.30% | 0.33% | 0.15% | 0.00% | 0.00% | 0.00% |
Drawdowns
RPFGX vs. FLCNX - Drawdown Comparison
The maximum RPFGX drawdown since its inception was -72.81%, which is greater than FLCNX's maximum drawdown of -32.55%. Use the drawdown chart below to compare losses from any high point for RPFGX and FLCNX. For additional features, visit the drawdowns tool.
Volatility
RPFGX vs. FLCNX - Volatility Comparison
The current volatility for Davis Financial Fund (RPFGX) is 3.65%, while Fidelity Contrafund K6 (FLCNX) has a volatility of 4.42%. This indicates that RPFGX experiences smaller price fluctuations and is considered to be less risky than FLCNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.