EXPE vs. FPURX
Compare and contrast key facts about Expedia Group, Inc. (EXPE) and Fidelity Puritan Fund (FPURX).
FPURX is managed by Fidelity. It was launched on Apr 16, 1947.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXPE or FPURX.
Correlation
The correlation between EXPE and FPURX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EXPE vs. FPURX - Performance Comparison
Key characteristics
EXPE:
0.65
FPURX:
1.81
EXPE:
1.01
FPURX:
2.51
EXPE:
1.17
FPURX:
1.33
EXPE:
0.50
FPURX:
0.93
EXPE:
1.55
FPURX:
10.75
EXPE:
15.82%
FPURX:
1.74%
EXPE:
37.43%
FPURX:
10.35%
EXPE:
-82.73%
FPURX:
-33.59%
EXPE:
-13.59%
FPURX:
-4.54%
Returns By Period
In the year-to-date period, EXPE achieves a 21.71% return, which is significantly higher than FPURX's 17.35% return. Over the past 10 years, EXPE has outperformed FPURX with an annualized return of 8.15%, while FPURX has yielded a comparatively lower 4.46% annualized return.
EXPE
21.71%
3.15%
44.65%
19.56%
11.01%
8.15%
FPURX
17.35%
-1.50%
4.12%
17.90%
4.93%
4.46%
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Risk-Adjusted Performance
EXPE vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Expedia Group, Inc. (EXPE) and Fidelity Puritan Fund (FPURX). 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
EXPE vs. FPURX - Dividend Comparison
EXPE has not paid dividends to shareholders, while FPURX's dividend yield for the trailing twelve months is around 1.29%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Expedia Group, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.26% | 1.22% | 1.10% | 0.97% | 0.88% | 0.68% | 0.77% | 0.80% |
Fidelity Puritan Fund | 1.29% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% | 10.25% |
Drawdowns
EXPE vs. FPURX - Drawdown Comparison
The maximum EXPE drawdown since its inception was -82.73%, which is greater than FPURX's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for EXPE and FPURX. For additional features, visit the drawdowns tool.
Volatility
EXPE vs. FPURX - Volatility Comparison
Expedia Group, Inc. (EXPE) has a higher volatility of 7.09% compared to Fidelity Puritan Fund (FPURX) at 3.26%. This indicates that EXPE's price experiences larger fluctuations and is considered to be riskier than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.