Correlation
The correlation between TIGGX and FLCNX is 0.94, 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.
TIGGX vs. FLCNX
Compare and contrast key facts about Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX) and Fidelity Contrafund K6 (FLCNX).
TIGGX is managed by Goldman Sachs. It was launched on Apr 30, 2008. 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: TIGGX or FLCNX.
Performance
TIGGX vs. FLCNX - Performance Comparison
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Key characteristics
TIGGX:
0.65
FLCNX:
0.78
TIGGX:
0.95
FLCNX:
1.20
TIGGX:
1.14
FLCNX:
1.17
TIGGX:
0.63
FLCNX:
0.86
TIGGX:
2.56
FLCNX:
2.94
TIGGX:
3.99%
FLCNX:
5.93%
TIGGX:
17.04%
FLCNX:
22.67%
TIGGX:
-49.81%
FLCNX:
-32.07%
TIGGX:
-1.44%
FLCNX:
-2.71%
Returns By Period
In the year-to-date period, TIGGX achieves a 3.34% return, which is significantly lower than FLCNX's 5.17% return.
TIGGX
3.34%
5.73%
1.79%
10.99%
11.68%
13.06%
8.54%
FLCNX
5.17%
8.83%
4.47%
17.59%
21.61%
17.29%
N/A
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TIGGX vs. FLCNX - Expense Ratio Comparison
TIGGX has a 0.97% expense ratio, which is higher than FLCNX's 0.45% expense ratio.
Risk-Adjusted Performance
TIGGX vs. FLCNX — Risk-Adjusted Performance Rank
TIGGX
FLCNX
TIGGX vs. FLCNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX) 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.
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Dividends
TIGGX vs. FLCNX - Dividend Comparison
TIGGX's dividend yield for the trailing twelve months is around 2.00%, more than FLCNX's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIGGX Goldman Sachs Tax-Advantaged Global Equity Portfolio | 2.00% | 2.07% | 1.31% | 3.61% | 1.78% | 1.15% | 1.43% | 0.81% | 1.34% | 1.12% | 2.53% | 3.27% |
FLCNX Fidelity Contrafund K6 | 0.41% | 0.36% | 0.49% | 1.18% | 0.46% | 0.21% | 0.30% | 0.33% | 0.15% | 0.00% | 0.00% | 0.00% |
Drawdowns
TIGGX vs. FLCNX - Drawdown Comparison
The maximum TIGGX drawdown since its inception was -49.81%, which is greater than FLCNX's maximum drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for TIGGX and FLCNX.
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Volatility
TIGGX vs. FLCNX - Volatility Comparison
The current volatility for Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX) is 4.00%, while Fidelity Contrafund K6 (FLCNX) has a volatility of 5.17%. This indicates that TIGGX 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.
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