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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FLCPX or FPURX.
Key characteristics
| FLCPX | FPURX | |
|---|---|---|
| YTD Return | 17.74% | 15.09% |
| 1Y Return | 25.25% | 21.83% |
| 3Y Return (Ann) | 9.49% | 6.25% |
| 5Y Return (Ann) | 14.92% | 11.72% |
| Sharpe Ratio | 2.05 | 2.10 |
| Daily Std Dev | 12.81% | 10.60% |
| Max Drawdown | -33.87% | -30.70% |
| Current Drawdown | -1.65% | -0.52% |
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.
Performance
FLCPX vs. FPURX - Performance Comparison
In the year-to-date period, FLCPX achieves a 17.74% return, which is significantly higher than FPURX's 15.09% 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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FLCPX vs. FPURX - Expense Ratio Comparison
FLCPX has a 0.02% expense ratio, which is lower than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
FLCPX vs. FPURX - Risk-Adjusted Performance 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.
Dividends
FLCPX vs. FPURX - Dividend Comparison
FLCPX's dividend yield for the trailing twelve months is around 0.63%, less than FPURX's 4.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FLCPX Fidelity SAI U.S. Large Cap Index Fund | 0.63% | 7.05% | 11.23% | 10.38% | 3.93% | 1.74% | 2.18% | 1.57% | 0.76% | 0.00% | 0.00% | 0.00% |
FPURX Fidelity Puritan Fund | 4.76% | 5.34% | 9.38% | 13.10% | 5.10% | 4.29% | 15.26% | 4.18% | 3.71% | 7.94% | 9.74% | 10.25% |
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 -30.70%. Use the drawdown chart below to compare losses from any high point for FLCPX and FPURX. For additional features, visit the drawdowns tool.
Volatility
FLCPX vs. FPURX - Volatility Comparison
Fidelity SAI U.S. Large Cap Index Fund (FLCPX) has a higher volatility of 4.42% compared to Fidelity Puritan Fund (FPURX) at 3.21%. 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.