VFWSX vs. FLCNX
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) and Fidelity Contrafund K6 (FLCNX).
VFWSX is managed by Vanguard. It was launched on Apr 30, 2007. 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: VFWSX or FLCNX.
Key characteristics
| VFWSX | FLCNX | |
|---|---|---|
| YTD Return | 6.09% | 33.63% |
| 1Y Return | 13.51% | 39.79% |
| 3Y Return (Ann) | 0.60% | 9.44% |
| 5Y Return (Ann) | 5.31% | 17.93% |
| Sharpe Ratio | 1.08 | 2.62 |
| Sortino Ratio | 1.55 | 3.51 |
| Omega Ratio | 1.19 | 1.49 |
| Calmar Ratio | 1.12 | 3.68 |
| Martin Ratio | 5.59 | 16.20 |
| Ulcer Index | 2.34% | 2.49% |
| Daily Std Dev | 12.17% | 15.36% |
| Max Drawdown | -61.25% | -32.07% |
| Current Drawdown | -7.74% | -2.93% |
Correlation
The correlation between VFWSX and FLCNX is 0.75, 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
VFWSX vs. FLCNX - Performance Comparison
In the year-to-date period, VFWSX achieves a 6.09% return, which is significantly lower than FLCNX's 33.63% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VFWSX vs. FLCNX - Expense Ratio Comparison
VFWSX has a 0.08% expense ratio, which is lower than FLCNX's 0.45% expense ratio.
Risk-Adjusted Performance
VFWSX vs. FLCNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) 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
VFWSX vs. FLCNX - Dividend Comparison
VFWSX's dividend yield for the trailing twelve months is around 3.00%, more than FLCNX's 0.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFWSX Vanguard FTSE All-World ex-US Index Fund Institutional Shares | 3.00% | 3.31% | 3.10% | 3.06% | 1.99% | 3.10% | 3.28% | 2.67% | 2.97% | 2.97% | 3.54% | 2.70% |
FLCNX Fidelity Contrafund K6 | 0.40% | 0.49% | 0.62% | 0.20% | 0.21% | 0.30% | 0.33% | 0.15% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VFWSX vs. FLCNX - Drawdown Comparison
The maximum VFWSX drawdown since its inception was -61.25%, which is greater than FLCNX's maximum drawdown of -32.07%. Use the drawdown chart below to compare losses from any high point for VFWSX and FLCNX. For additional features, visit the drawdowns tool.
Volatility
VFWSX vs. FLCNX - Volatility Comparison
The current volatility for Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) is 3.66%, while Fidelity Contrafund K6 (FLCNX) has a volatility of 4.99%. This indicates that VFWSX 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.