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.
Key characteristics
| FAIOX | FPURX | |
|---|---|---|
| YTD Return | 15.30% | 19.27% |
| 1Y Return | 22.09% | 25.45% |
| 3Y Return (Ann) | 4.66% | 1.32% |
| 5Y Return (Ann) | 11.32% | 5.72% |
| 10Y Return (Ann) | 9.64% | 4.81% |
| Sharpe Ratio | 2.65 | 2.49 |
| Sortino Ratio | 3.76 | 3.49 |
| Omega Ratio | 1.51 | 1.46 |
| Calmar Ratio | 3.27 | 1.10 |
| Martin Ratio | 16.81 | 14.85 |
| Ulcer Index | 1.30% | 1.68% |
| Daily Std Dev | 8.23% | 9.99% |
| Max Drawdown | -43.60% | -33.59% |
| Current Drawdown | -0.88% | -2.97% |
Correlation
The correlation between FAIOX and FPURX is 0.95, 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
FAIOX vs. FPURX - Performance Comparison
In the year-to-date period, FAIOX achieves a 15.30% return, which is significantly lower than FPURX's 19.27% return. Over the past 10 years, FAIOX has outperformed FPURX with an annualized return of 9.64%, while FPURX has yielded a comparatively lower 4.81% annualized 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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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 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.
Dividends
FAIOX vs. FPURX - Dividend Comparison
FAIOX's dividend yield for the trailing twelve months is around 4.37%, more than FPURX's 1.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAIOX Fidelity Advisor Balanced Fund I Class | 4.37% | 1.59% | 1.33% | 0.71% | 1.14% | 1.51% | 1.65% | 1.46% | 1.41% | 5.57% | 8.20% | 5.95% |
FPURX Fidelity Puritan Fund | 1.71% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% | 10.25% |
Drawdowns
FAIOX vs. FPURX - Drawdown Comparison
The maximum FAIOX drawdown since its inception was -43.60%, which is greater than FPURX's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for FAIOX and FPURX. For additional features, visit the drawdowns tool.
Volatility
FAIOX vs. FPURX - Volatility Comparison
The current volatility for Fidelity Advisor Balanced Fund I Class (FAIOX) is 0.86%, while Fidelity Puritan Fund (FPURX) has a volatility of 2.84%. 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.