FLCPX vs. FPURX
Compare and contrast key facts about Fidelity SAI U.S. Large Cap Index Fund (FLCPX) and Fidelity Puritan Fund (FPURX).
FLCPX is managed by Fidelity. It was launched on Feb 2, 2016. FPURX is managed by Fidelity. It was launched on Apr 16, 1947.
Performance
FLCPX vs. FPURX - Performance Comparison
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FLCPX vs. FPURX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FLCPX Fidelity SAI U.S. Large Cap Index Fund | -7.05% | 17.84% | 25.08% | 26.25% | -18.06% | 28.61% | 18.24% | 31.59% | -4.38% | 21.74% |
FPURX Fidelity Puritan Fund | -3.53% | 12.22% | 18.94% | 20.20% | -17.35% | 18.92% | 20.58% | 21.27% | -4.18% | 18.28% |
Returns By Period
In the year-to-date period, FLCPX achieves a -7.05% return, which is significantly lower than FPURX's -3.53% return. Over the past 10 years, FLCPX has outperformed FPURX with an annualized return of 13.75%, while FPURX has yielded a comparatively lower 10.27% annualized return.
FLCPX
- 1D
- -0.39%
- 1M
- -7.70%
- YTD
- -7.05%
- 6M
- -4.58%
- 1Y
- 14.45%
- 3Y*
- 17.20%
- 5Y*
- 11.42%
- 10Y*
- 13.75%
FPURX
- 1D
- -0.28%
- 1M
- -6.44%
- YTD
- -3.53%
- 6M
- -0.94%
- 1Y
- 12.60%
- 3Y*
- 13.60%
- 5Y*
- 7.81%
- 10Y*
- 10.27%
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FLCPX vs. FPURX - Expense Ratio Comparison
FLCPX has a 0.02% expense ratio, which is lower than FPURX's 0.50% expense ratio.
Return for Risk
FLCPX vs. FPURX — Risk / Return Rank
FLCPX
FPURX
FLCPX vs. FPURX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Large Cap Index Fund (FLCPX) 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.
| FLCPX | FPURX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.04 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.50 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 1.37 | -0.37 |
Martin ratioReturn relative to average drawdown | 4.86 | 5.87 | -1.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FLCPX | FPURX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.04 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.59 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.79 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.71 | +0.11 |
Correlation
The correlation between FLCPX 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.
Dividends
FLCPX vs. FPURX - Dividend Comparison
FLCPX's dividend yield for the trailing twelve months is around 0.60%, less than FPURX's 7.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 0.60% | 0.56% | 6.11% | 7.05% | 11.23% | 10.38% | 3.93% | 1.74% | 2.18% | 1.57% | 0.76% | 0.00% |
FPURX Fidelity Puritan Fund | 7.08% | 6.83% | 11.30% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 3.78% | 3.71% | 7.49% |
Drawdowns
FLCPX vs. FPURX - Drawdown Comparison
The maximum FLCPX drawdown since its inception was -33.87%, which is greater than FPURX's maximum drawdown of -31.76%. Use the drawdown chart below to compare losses from any high point for FLCPX and FPURX.
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Drawdown Indicators
| FLCPX | FPURX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.87% | -31.76% | -2.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -8.48% | -3.66% |
Max Drawdown (5Y)Largest decline over 5 years | -24.40% | -22.53% | -1.87% |
Max Drawdown (10Y)Largest decline over 10 years | -33.87% | -23.93% | -9.94% |
Current DrawdownCurrent decline from peak | -8.89% | -7.24% | -1.65% |
Average DrawdownAverage peak-to-trough decline | -4.24% | -4.66% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 1.97% | +0.59% |
Volatility
FLCPX vs. FPURX - Volatility Comparison
Fidelity SAI U.S. Large Cap Index Fund (FLCPX) has a higher volatility of 4.24% compared to Fidelity Puritan Fund (FPURX) at 3.89%. This indicates that FLCPX's price experiences larger fluctuations and is considered to be riskier than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLCPX | FPURX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 3.89% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 7.54% | +1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 12.46% | +5.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.03% | 13.24% | +3.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.12% | 13.03% | +5.09% |