Correlation
The correlation between FCFAX and FPURX is 0.17, 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.
FCFAX vs. FPURX
Compare and contrast key facts about Frost Credit Fund (FCFAX) and Fidelity Puritan Fund (FPURX).
FCFAX is managed by Frost Funds. It was launched on Dec 3, 2012. 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: FCFAX or FPURX.
Performance
FCFAX vs. FPURX - Performance Comparison
Loading data...
Key characteristics
FCFAX:
1.99
FPURX:
0.57
FCFAX:
2.95
FPURX:
0.76
FCFAX:
1.41
FPURX:
1.10
FCFAX:
2.04
FPURX:
0.47
FCFAX:
7.72
FPURX:
1.57
FCFAX:
0.74%
FPURX:
4.33%
FCFAX:
2.87%
FPURX:
14.08%
FCFAX:
-16.33%
FPURX:
-31.26%
FCFAX:
-0.81%
FPURX:
-4.38%
Returns By Period
In the year-to-date period, FCFAX achieves a 1.17% return, which is significantly higher than FPURX's -0.57% return. Over the past 10 years, FCFAX has underperformed FPURX with an annualized return of 4.37%, while FPURX has yielded a comparatively higher 9.18% annualized return.
FCFAX
1.17%
0.54%
0.78%
5.56%
6.12%
5.73%
4.37%
FPURX
-0.57%
3.58%
-2.42%
7.82%
9.95%
10.76%
9.18%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCFAX vs. FPURX - Expense Ratio Comparison
FCFAX has a 0.96% expense ratio, which is higher than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
FCFAX vs. FPURX — Risk-Adjusted Performance Rank
FCFAX
FPURX
FCFAX vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Frost Credit Fund (FCFAX) 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.
Loading data...
Dividends
FCFAX vs. FPURX - Dividend Comparison
FCFAX's dividend yield for the trailing twelve months is around 5.39%, less than FPURX's 11.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCFAX Frost Credit Fund | 5.39% | 5.79% | 5.95% | 4.99% | 3.66% | 3.70% | 4.63% | 5.05% | 5.88% | 4.85% | 4.96% | 5.26% |
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
FCFAX vs. FPURX - Drawdown Comparison
The maximum FCFAX drawdown since its inception was -16.33%, smaller than the maximum FPURX drawdown of -31.26%. Use the drawdown chart below to compare losses from any high point for FCFAX and FPURX.
Loading data...
Volatility
FCFAX vs. FPURX - Volatility Comparison
The current volatility for Frost Credit Fund (FCFAX) is 0.88%, while Fidelity Puritan Fund (FPURX) has a volatility of 2.76%. This indicates that FCFAX 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.
Loading data...