FCNKX vs. FPUKX
Compare and contrast key facts about Fidelity Contrafund Fund (FCNKX) and Fidelity Puritan Fund Class K (FPUKX).
FCNKX is managed by Fidelity. FPUKX is managed by Fidelity. It was launched on May 9, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCNKX or FPUKX.
Performance
FCNKX vs. FPUKX - Performance Comparison
Returns By Period
In the year-to-date period, FCNKX achieves a 35.65% return, which is significantly higher than FPUKX's 19.86% return. Over the past 10 years, FCNKX has outperformed FPUKX with an annualized return of 8.82%, while FPUKX has yielded a comparatively lower 4.82% annualized return.
FCNKX
35.65%
2.19%
11.97%
36.57%
10.56%
8.82%
FPUKX
19.86%
2.00%
8.27%
24.48%
5.89%
4.82%
Key characteristics
| FCNKX | FPUKX | |
|---|---|---|
| Sharpe Ratio | 2.34 | 2.44 |
| Sortino Ratio | 3.17 | 3.41 |
| Omega Ratio | 1.44 | 1.45 |
| Calmar Ratio | 1.54 | 1.13 |
| Martin Ratio | 14.49 | 14.57 |
| Ulcer Index | 2.52% | 1.68% |
| Daily Std Dev | 15.61% | 10.05% |
| Max Drawdown | -46.44% | -37.26% |
| Current Drawdown | -1.53% | -2.33% |
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FCNKX vs. FPUKX - Expense Ratio Comparison
FCNKX has a 0.74% expense ratio, which is higher than FPUKX's 0.43% expense ratio.
Correlation
The correlation between FCNKX and FPUKX 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.
Risk-Adjusted Performance
FCNKX vs. FPUKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNKX) and Fidelity Puritan Fund Class K (FPUKX). 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
FCNKX vs. FPUKX - Dividend Comparison
FCNKX's dividend yield for the trailing twelve months is around 0.47%, less than FPUKX's 1.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNKX Fidelity Contrafund Fund | 0.47% | 0.54% | 2.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.18% | 0.40% | 0.41% | 7.77% | 8.11% |
FPUKX Fidelity Puritan Fund Class K | 1.76% | 1.78% | 1.70% | 1.09% | 1.17% | 1.61% | 1.93% | 1.42% | 1.86% | 8.08% | 9.90% | 10.42% |
Drawdowns
FCNKX vs. FPUKX - Drawdown Comparison
The maximum FCNKX drawdown since its inception was -46.44%, which is greater than FPUKX's maximum drawdown of -37.26%. Use the drawdown chart below to compare losses from any high point for FCNKX and FPUKX. For additional features, visit the drawdowns tool.
Volatility
FCNKX vs. FPUKX - Volatility Comparison
Fidelity Contrafund Fund (FCNKX) has a higher volatility of 4.79% compared to Fidelity Puritan Fund Class K (FPUKX) at 2.91%. This indicates that FCNKX's price experiences larger fluctuations and is considered to be riskier than FPUKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.