FFANX vs. FPURX
Compare and contrast key facts about Fidelity Asset Manager 40% Fund (FFANX) and Fidelity Puritan Fund (FPURX).
FFANX is managed by Blackrock. It was launched on Oct 9, 2007. 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: FFANX or FPURX.
Correlation
The correlation between FFANX and FPURX is 0.92, 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
FFANX vs. FPURX - Performance Comparison
Key characteristics
FFANX:
1.43
FPURX:
1.81
FFANX:
2.03
FPURX:
2.51
FFANX:
1.26
FPURX:
1.33
FFANX:
0.96
FPURX:
0.93
FFANX:
8.44
FPURX:
10.75
FFANX:
1.05%
FPURX:
1.74%
FFANX:
6.21%
FPURX:
10.35%
FFANX:
-31.68%
FPURX:
-33.59%
FFANX:
-2.60%
FPURX:
-4.54%
Returns By Period
In the year-to-date period, FFANX achieves a 7.82% return, which is significantly lower than FPURX's 17.35% return. Over the past 10 years, FFANX has underperformed FPURX with an annualized return of 3.96%, while FPURX has yielded a comparatively higher 4.46% annualized return.
FFANX
7.82%
-0.30%
3.33%
8.37%
3.53%
3.96%
FPURX
17.35%
-1.50%
4.12%
17.90%
4.93%
4.46%
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FFANX vs. FPURX - Expense Ratio Comparison
FFANX has a 0.52% expense ratio, which is higher than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
FFANX vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 40% Fund (FFANX) 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
FFANX vs. FPURX - Dividend Comparison
FFANX's dividend yield for the trailing twelve months is around 2.58%, more than FPURX's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFANX Fidelity Asset Manager 40% Fund | 2.58% | 2.49% | 2.48% | 1.55% | 1.35% | 1.95% | 2.09% | 1.48% | 1.66% | 1.93% | 4.87% | 4.36% |
FPURX Fidelity Puritan Fund | 1.29% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% | 10.25% |
Drawdowns
FFANX vs. FPURX - Drawdown Comparison
The maximum FFANX drawdown since its inception was -31.68%, smaller than the maximum FPURX drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for FFANX and FPURX. For additional features, visit the drawdowns tool.
Volatility
FFANX vs. FPURX - Volatility Comparison
The current volatility for Fidelity Asset Manager 40% Fund (FFANX) is 2.04%, while Fidelity Puritan Fund (FPURX) has a volatility of 3.26%. This indicates that FFANX 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.