SEQUX vs. FCNTX
Compare and contrast key facts about Sequoia Fund (SEQUX) and Fidelity Contrafund Fund (FCNTX).
SEQUX is managed by Sequoia. It was launched on Jul 15, 1970. 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: SEQUX or FCNTX.
Correlation
The correlation between SEQUX and FCNTX is 0.77, 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
SEQUX vs. FCNTX - Performance Comparison
Key characteristics
SEQUX:
0.91
FCNTX:
0.43
SEQUX:
1.31
FCNTX:
0.76
SEQUX:
1.19
FCNTX:
1.11
SEQUX:
0.45
FCNTX:
0.49
SEQUX:
4.20
FCNTX:
1.60
SEQUX:
3.67%
FCNTX:
6.12%
SEQUX:
16.16%
FCNTX:
22.10%
SEQUX:
-61.08%
FCNTX:
-48.74%
SEQUX:
-24.48%
FCNTX:
-8.72%
Returns By Period
In the year-to-date period, SEQUX achieves a 9.32% return, which is significantly higher than FCNTX's -1.62% return. Over the past 10 years, SEQUX has underperformed FCNTX with an annualized return of -2.32%, while FCNTX has yielded a comparatively higher 12.86% annualized return.
SEQUX
9.32%
13.78%
1.44%
14.68%
6.93%
-2.32%
FCNTX
-1.62%
14.18%
-6.41%
9.36%
15.30%
12.86%
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SEQUX vs. FCNTX - Expense Ratio Comparison
SEQUX has a 1.00% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
SEQUX vs. FCNTX — Risk-Adjusted Performance Rank
SEQUX
FCNTX
SEQUX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sequoia Fund (SEQUX) 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
SEQUX vs. FCNTX - Dividend Comparison
SEQUX's dividend yield for the trailing twelve months is around 0.33%, more than FCNTX's 0.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEQUX Sequoia Fund | 0.33% | 0.36% | 0.00% | 0.02% | 2.66% | 0.00% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
SEQUX vs. FCNTX - Drawdown Comparison
The maximum SEQUX drawdown since its inception was -61.08%, which is greater than FCNTX's maximum drawdown of -48.74%. Use the drawdown chart below to compare losses from any high point for SEQUX and FCNTX. For additional features, visit the drawdowns tool.
Volatility
SEQUX vs. FCNTX - Volatility Comparison
The current volatility for Sequoia Fund (SEQUX) is 5.92%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 11.79%. This indicates that SEQUX 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.