Correlation
The correlation between VFINX and FCNTX is 0.88, 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.
VFINX vs. FCNTX
Compare and contrast key facts about Vanguard 500 Index Fund Investor Shares (VFINX) and Fidelity Contrafund Fund (FCNTX).
VFINX is managed by Vanguard. 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: VFINX or FCNTX.
Performance
VFINX vs. FCNTX - Performance Comparison
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Key characteristics
VFINX:
0.66
FCNTX:
0.80
VFINX:
1.04
FCNTX:
1.30
VFINX:
1.15
FCNTX:
1.18
VFINX:
0.69
FCNTX:
0.95
VFINX:
2.63
FCNTX:
3.21
VFINX:
4.92%
FCNTX:
5.84%
VFINX:
19.83%
FCNTX:
22.24%
VFINX:
-55.25%
FCNTX:
-49.03%
VFINX:
-3.30%
FCNTX:
-3.19%
Returns By Period
In the year-to-date period, VFINX achieves a 1.16% return, which is significantly lower than FCNTX's 4.76% return. Over the past 10 years, VFINX has underperformed FCNTX with an annualized return of 12.77%, while FCNTX has yielded a comparatively higher 15.32% annualized return.
VFINX
1.16%
7.30%
-1.07%
12.98%
14.07%
16.03%
12.77%
FCNTX
4.76%
8.76%
3.89%
17.53%
21.63%
17.93%
15.32%
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VFINX vs. FCNTX - Expense Ratio Comparison
VFINX has a 0.14% expense ratio, which is lower than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
VFINX vs. FCNTX — Risk-Adjusted Performance Rank
VFINX
FCNTX
VFINX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Investor Shares (VFINX) 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.
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Dividends
VFINX vs. FCNTX - Dividend Comparison
VFINX's dividend yield for the trailing twelve months is around 1.18%, less than FCNTX's 4.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFINX Vanguard 500 Index Fund Investor Shares | 1.18% | 1.14% | 1.36% | 1.57% | 1.15% | 1.84% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% | 1.74% |
FCNTX Fidelity Contrafund Fund | 4.77% | 4.19% | 4.26% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 6.08% | 3.81% | 5.33% | 7.29% |
Drawdowns
VFINX vs. FCNTX - Drawdown Comparison
The maximum VFINX drawdown since its inception was -55.25%, which is greater than FCNTX's maximum drawdown of -49.03%. Use the drawdown chart below to compare losses from any high point for VFINX and FCNTX.
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Volatility
VFINX vs. FCNTX - Volatility Comparison
The current volatility for Vanguard 500 Index Fund Investor Shares (VFINX) is 4.75%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 5.11%. This indicates that VFINX 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.
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