Correlation
The correlation between VPMAX and FCNTX is 0.92, 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.
VPMAX vs. FCNTX
Compare and contrast key facts about Vanguard PRIMECAP Fund Admiral Shares (VPMAX) and Fidelity Contrafund Fund (FCNTX).
VPMAX is managed by Vanguard. It was launched on Nov 12, 2001. 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: VPMAX or FCNTX.
Performance
VPMAX vs. FCNTX - Performance Comparison
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Key characteristics
VPMAX:
0.10
FCNTX:
0.75
VPMAX:
0.22
FCNTX:
1.15
VPMAX:
1.03
FCNTX:
1.16
VPMAX:
0.05
FCNTX:
0.82
VPMAX:
0.18
FCNTX:
2.77
VPMAX:
5.88%
FCNTX:
5.83%
VPMAX:
21.19%
FCNTX:
22.14%
VPMAX:
-55.03%
FCNTX:
-49.03%
VPMAX:
-7.65%
FCNTX:
-5.05%
Returns By Period
In the year-to-date period, VPMAX achieves a -0.47% return, which is significantly lower than FCNTX's 2.75% return. Over the past 10 years, VPMAX has underperformed FCNTX with an annualized return of 9.36%, while FCNTX has yielded a comparatively higher 15.11% annualized return.
VPMAX
-0.47%
3.32%
-3.25%
1.60%
12.96%
14.80%
9.36%
FCNTX
2.75%
6.67%
2.87%
15.28%
23.07%
17.53%
15.11%
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VPMAX vs. FCNTX - Expense Ratio Comparison
VPMAX has a 0.31% expense ratio, which is lower than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
VPMAX vs. FCNTX — Risk-Adjusted Performance Rank
VPMAX
FCNTX
VPMAX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Fund Admiral Shares (VPMAX) 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
VPMAX vs. FCNTX - Dividend Comparison
VPMAX's dividend yield for the trailing twelve months is around 6.74%, more than FCNTX's 4.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 6.74% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 5.61% | 5.13% | 5.99% | 6.87% |
FCNTX Fidelity Contrafund Fund | 4.86% | 4.19% | 4.26% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 6.08% | 3.81% | 5.33% | 7.29% |
Drawdowns
VPMAX vs. FCNTX - Drawdown Comparison
The maximum VPMAX drawdown since its inception was -55.03%, which is greater than FCNTX's maximum drawdown of -49.03%. Use the drawdown chart below to compare losses from any high point for VPMAX and FCNTX.
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Volatility
VPMAX vs. FCNTX - Volatility Comparison
Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a higher volatility of 5.57% compared to Fidelity Contrafund Fund (FCNTX) at 4.91%. This indicates that VPMAX's price experiences larger fluctuations and is considered to be riskier than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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