Correlation
The correlation between FAIOX and FPURX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FAIOX vs. FPURX
Compare and contrast key facts about Fidelity Advisor Balanced Fund I Class (FAIOX) and Fidelity Puritan Fund (FPURX).
FAIOX is managed by Fidelity. It was launched on Jul 3, 1995. 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: FAIOX or FPURX.
Performance
FAIOX vs. FPURX - Performance Comparison
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Key characteristics
Returns By Period
FAIOX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
FPURX
-0.57%
3.58%
-2.42%
7.82%
9.95%
10.76%
9.18%
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FAIOX vs. FPURX - Expense Ratio Comparison
FAIOX has a 0.56% expense ratio, which is higher than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
FAIOX vs. FPURX — Risk-Adjusted Performance Rank
FAIOX
FPURX
FAIOX vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Balanced Fund I Class (FAIOX) 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.
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Dividends
FAIOX vs. FPURX - Dividend Comparison
FAIOX has not paid dividends to shareholders, while FPURX's dividend yield for the trailing twelve months is around 11.44%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAIOX Fidelity Advisor Balanced Fund I Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.31% | 6.26% | 0.00% | 0.00% |
FPURX Fidelity Puritan Fund | 11.44% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.49% | 8.93% |
Drawdowns
FAIOX vs. FPURX - Drawdown Comparison
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Volatility
FAIOX vs. FPURX - Volatility Comparison
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