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FAIOX vs. FPURX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FAIOX and FPURX is 0.94, 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.


-0.50.00.51.00.9

Performance

FAIOX vs. FPURX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Balanced Fund I Class (FAIOX) and Fidelity Puritan Fund (FPURX). The values are adjusted to include any dividend payments, if applicable.

-6.00%-4.00%-2.00%0.00%2.00%4.00%AugustSeptemberOctoberNovemberDecember2025
3.49%
-2.12%
FAIOX
FPURX

Key characteristics

Returns By Period


FAIOX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FPURX

YTD

2.29%

1M

1.64%

6M

-2.12%

1Y

9.96%

5Y*

3.15%

10Y*

4.00%

*Annualized

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Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FAIOX vs. FPURX - Expense Ratio Comparison

FAIOX has a 0.56% expense ratio, which is higher than FPURX's 0.50% expense ratio.


FAIOX
Fidelity Advisor Balanced Fund I Class
Expense ratio chart for FAIOX: current value at 0.56% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.56%
Expense ratio chart for FPURX: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%

Risk-Adjusted Performance

FAIOX vs. FPURX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FAIOX
The Risk-Adjusted Performance Rank of FAIOX is 8989
Overall Rank
The Sharpe Ratio Rank of FAIOX is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of FAIOX is 8888
Sortino Ratio Rank
The Omega Ratio Rank of FAIOX is 8888
Omega Ratio Rank
The Calmar Ratio Rank of FAIOX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of FAIOX is 9090
Martin Ratio Rank

FPURX
The Risk-Adjusted Performance Rank of FPURX is 4343
Overall Rank
The Sharpe Ratio Rank of FPURX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of FPURX is 3838
Sortino Ratio Rank
The Omega Ratio Rank of FPURX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of FPURX is 4545
Calmar Ratio Rank
The Martin Ratio Rank of FPURX is 4242
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for FAIOX, currently valued at 2.07, compared to the broader market-1.000.001.002.003.004.002.070.92
The chart of Sortino ratio for FAIOX, currently valued at 2.97, compared to the broader market0.005.0010.002.971.19
The chart of Omega ratio for FAIOX, currently valued at 1.44, compared to the broader market1.002.003.004.001.441.19
The chart of Calmar ratio for FAIOX, currently valued at 3.03, compared to the broader market0.005.0010.0015.0020.003.030.62
The chart of Martin ratio for FAIOX, currently valued at 12.11, compared to the broader market0.0020.0040.0060.0080.0012.113.34
FAIOX
FPURX


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
2.07
0.92
FAIOX
FPURX

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 1.71%.


TTM20242023202220212020201920182017201620152014
FAIOX
Fidelity Advisor Balanced Fund I Class
3.94%3.94%1.59%1.33%0.71%1.14%1.51%1.65%1.46%1.41%6.27%8.98%
FPURX
Fidelity Puritan Fund
1.71%1.75%1.71%1.62%1.01%1.09%1.52%1.83%1.33%1.75%9.35%10.58%

Drawdowns

FAIOX vs. FPURX - Drawdown Comparison


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-0.88%
-9.75%
FAIOX
FPURX

Volatility

FAIOX vs. FPURX - Volatility Comparison

The current volatility for Fidelity Advisor Balanced Fund I Class (FAIOX) is 0.00%, while Fidelity Puritan Fund (FPURX) has a volatility of 4.08%. This indicates that FAIOX experiences smaller price fluctuations and is considered to be less risky than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%AugustSeptemberOctoberNovemberDecember20250
4.08%
FAIOX
FPURX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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